- PNC (Lexington, KY)
- …valued and have an opportunity to contribute to the company's success. As a Senior Fiduciary Advisor within PNC's Private Bank organization, you will be based in ... Lexington, KY. **Job Description** + Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian or… more
- Commerce Bank (Leawood, KS)
- … perspective required + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment to work towards ... Trust is a division of Commerce Bank. About This Job The Private Client Advisor "PCA" is accountable for the delivery of comprehensive advice and customized wealth… more
- Regions Bank (Chattanooga, TN)
- …of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment ... of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and… more
- Huntington National Bank (Grand Rapids, MI)
- …Administration experience Preferred Qualifications: + Juris Doctor, Certified Trust and Fiduciary Advisor (CFTA) designation + Demonstrated success working with ... Description Summary: The Trust Advisor II, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total financial… more
- PNC (Ligonier, PA)
- …discretion. The Portfolio & Trust Administrator (PTA) is a trusted partner to the Fiduciary Advisor (FA) within the PNC Private Bank team. The Portfolio & ... administrative activities under the direction and oversight of an Investment Advisor and Fiduciary Advisor . Executes activities required by PNC or governing… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Work with recordkeepers on initiating/validating required fund changes with regard to Fiduciary Program. + Assist with Financial Advisor inquiries regarding ... **Essential Duties and Responsibilities:** + Manage and respond to Advisor inquiries and questions through the group mailbox +...questions through the group mailbox + Assist team with Fiduciary Program plan reporting used for Client deliverables +… more
- PNC (Cleveland, OH)
- …takes a team approach to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and ... Relationship Strategist. **Institutional Asset Management (IAM) track:** For over 75 years, PNC Institutional Asset Management has been managing investment portfolios, providing sound advice as an Outsourced Chief Investment Officer (OCIO), Fixed Income… more
- PNC (Louisville, KY)
- …takes a team approach to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and ... Relationship Strategist **Institutional Asset Management (IAM) track:** For over 75 years, PNC Institutional Asset Management has been managing investment portfolios, providing sound advice as an Outsourced Chief Investment Officer (OCIO), Fixed Income manager… more
- Fifth Third Bank, NA (Traverse City, MI)
- …fiduciary opportunities and solutions + Work with Private Bank Team to implement fiduciary strategies + Serve as a Trusted Advisor by developing close, ... at Fifth Third Bank. Opportunity for a Senior Trust Advisor in Traverse City or Grand Rapids, Michigan GENERAL...of Fifth Third Bank as Trustee understand and administer fiduciary accounts in accordance with the governing documents for… more
- Bank of America (Pennington, NJ)
- Fiduciary Initiatives Executive (Lawyer) Jersey City, New Jersey;Boston, Massachusetts; Pennington, New Jersey **Job Description:** At Bank of America, we are guided ... the power to make a difference. Join us! **The Business Team:** The Fiduciary Programs and Platforms (FPP) Team is a dynamic, innovative, and forward-thinking team… more
- Wells Fargo (Philadelphia, PA)
- …this role:** Wells Fargo is seeking a Trust Officer in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about the career ... of assigned investment management and trust accounts + Perform fiduciary duties as an officer of the bank +...trust and wealth management + Certified Trust and Financial Advisor (CTFA) or working towards obtaining this certification +… more
- Ally (Austin, TX)
- …evolving, so shouldn't your opportunities be, too? **The Opportunity** The Senior Wealth Advisor works as a fiduciary , focusing on driving deeper and meaningful ... help achieve the Client's financial goals for today and tomorrow. The Sr. Wealth Advisor will do this by flawlessly executing upon our core principles of client… more
- NBT Bank (West Hartford, CT)
- …relationships with clients and their children, and functioning as the clients' trusted advisor . A primary fiduciary contact that delivers high quality client ... the areas of trust and estate administration and all fiduciary matters. Fills in for Chief Trust Officer as...legal documents. + Significant working knowledge of personal income, fiduciary income and transfer taxation. + Strong mentoring and… more
- PNC (Louisville, KY)
- …have an opportunity to contribute to the company's success. As an Estate Settlement Advisor Sr. within PNC Private Bank organization, you will be based in our ... appropriate tax returns (income, gift, estate and inheritance, and fiduciary ) and court or other state- required filings for...expertise and problem solving escalation for the Estate Settlement Advisor team. + Engages in the most complex estate… more
- Truist (Richmond, VA)
- …within the geography of Truist. JOB SUMMARY Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including ... and is able to understand and interpret legal and fiduciary documents. Uses this expertise to help deliver ...of files in the iWork document imaging system and Advisor Desktop systems. 5. Coordinates annual Reg-9 administrative review… more
- Robert Half Finance & Accounting (Concord, MA)
- Description We are offering an exciting opportunity for a Tax Advisor in the Investment Management industry. This role is based in the Metro-West area, and involves ... Customer Service. * Handling Estate Tax Return, Estate Tax, Fiduciary Income Tax Return, and Fiduciary Tax...Estate Tax, Fiduciary Income Tax Return, and Fiduciary Tax tasks. * Monitoring and managing customer inquiries… more
- Truist (Baltimore, MD)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide...+ Understand and provide interpretation as related to complex fiduciary documents and strategies + Conduct client and prospect… more
- Truist (Charlotte, NC)
- …review the following job description:** The Sports & Entertainment Group (SEG) Wealth Advisor Associate is responsible for partnering with the SEG Wealth Advisors in ... opportunity to grow the business and become a trusted advisor to clients in all aspects of life. ESSENTIAL...development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that… more
- M&T Bank (New York, NY)
- …closely with internal team members (Private Client Advisors, Private Banking and Fiduciary ) to support further growth of the organization's UHNW client segment, ... relationships and introduce additional value-add solutions, including credit, planning, fiduciary , family office services, etc. + Coordinate activities with other… more
- M&T Bank (York, PA)
- …primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based ... products and services catered to the needs of the individual client to meet fiduciary standards. + Increase assets under management by meeting with high net worth… more