- Fidelity TalentSource LLC (Greenville, DE)
- …RoleDue to growth in our business, Fidelity Personal Trust Company seeks a Senior Trust Officer!This role is an integral member of the Personal Trust Administration ... across the US The incumbent will be the primary fiduciary contact for some of our largest and most...With the help of a dedicated Trust Administrator, the Senior Trust Officer is responsible for all facets of… more
- M&T Bank (Wilmington, DE)
- …firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and ... As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team… more
- M&T Bank (Wilmington, DE)
- …**Primary Responsibilities:** + Analyze and interpret Wealth documents and apply fiduciary , legal and statutory knowledge and experience to execute certain ... Statistics Certified Financial Planner (CFP) and/or Certified Trust & Financial Advisor (CTFA) designation Minimum of 5 years' financial services industry experience… more
