- WSFS Bank (Philadelphia, PA)
- …portfolio management conceptsActively contributes to the development and enhancement of the investment offering at Bryn Mawr Trust by sharing observations and ... at least 3-7 years of experience in an investment management setting, eg, investment advisory firm, trust department of a bank hedge fund, private … more
- Truliant Federal Credit Union (Greensboro, NC)
- …empowered and rewarded for all that they do. Purpose of the JobThe Financial Advisor serves the financial advisory needs of credit union members utilizing a holistic ... approach. The Financial Advisor helps members identify their financial goals and objectives,...Credit Union and TFA.Cultivates strong working relationships and builds trust among Credit Union staff and members along with… more
- UNION Savings BANK (Mount Morris, IL)
- …The Trust Portfolio Advisor is primary business development representative for investment options for the Trust Department. The Trust Portfolio ... trust and investment management accounts. The Trust Portfolio Advisor must be able to...Prudent Man Rule, Trust Policy Manual, Illinois Trust Code, and Trust Compliance .… more
- Commerce Bank (Kansas City, MO)
- …(Amount based on relevant experience, skills, and competencies.) About This Job As a Trust Investment Compliance Advisor , you'll provide compliance ... compensation range for some roles. This compensation range is for the Investment Compliance Advisor - Trust I, II, III & Senior job and contemplates a… more
- Navy Federal Credit Union (San Diego, CA)
- …and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS… more
- Berkshire Bank (Boston, MA)
- **Position** : VP, Investment Advisor & Financial Planner **Location** : Boston, MA **Division:** Asset Management **Department:** Berkshire Wealth Management ... delivering a full range of services to clients, including financial planning, investment advising, and fiduciary services. Thrives in a growth and mission-driven… more
- Regions Bank (Birmingham, AL)
- …Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities include ... + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary… more
- Truist (Nashville, TN)
- …Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying ... as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration. 2.… more
- Bankers Trust (Phoenix, AZ)
- …such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Certified Trust & Fiduciary Advisor (CTFA) or Certified Public Accountant (CPA) ... Private Client Wealth Advisor III Location Phoenix, AZ # of openings...to employee development, and so many more. At Bankers Trust , our team members experience an inclusive and community-focused… more
- Bank of America (The Woodlands, TX)
- Merrill Team Financial Advisor The Woodlands, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... investment products and services for individuals, companies, and institutions....driven, resilient, results focused and effective. **Merrill Team Financial Advisor Business Development Program** **The Merrill Wealth Management Team… more
- BECU (Bothell, WA)
- …assigned by management, and when needed, refer prospective clients to BECU Investment Services Advisor for comprehensive support. + **Service Enhancement and ... here . **IMPACT YOU'LL MAKE:** As an Associate Financial Advisor at BECU, you will play a pivotal role...you will play a pivotal role in providing personalized investment services and recommendations to our member clients. Your… more
- Bank of America (Columbus, OH)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- ADP (Louisville, KY)
- …operation, advisor compensation, broker dealer or firm level changes, investment fund changes, plan reporting and compliance , 401(k)-related payroll issues, ... this role** , you are an expert at building trust and rapport with Advisors, demonstrating a high level...Research and resolve inquires involving but not limited to advisor compensation, broker changes, payroll, finance, impounding, compliance… more
- M&T Bank (Prince Frederick, MD)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to… more
- M&T Bank (Buffalo, NY)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of ... affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Financial Advisors, Community partners, Wealth/WISD and Mortgage to… more
- Truist (Atlanta, GA)
- …to support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Navy Federal Credit Union (San Antonio, TX)
- …and growth of NFFG products and services. Recommends appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as ... a registered representative/ advisor /agent of Navy Federal Financial Group (NFFG) and subsidiaries,...Develop a beginning pipeline of internal/external referral sources in compliance with Navy Federal policies and procedures and guidelines… more
- Wells Fargo (Charlotte, NC)
- **2025 Wealth & Investment Management Summer Internship - Early Careers** **About this role:** Wells Fargo is seeking talent to join the 2025 Wealth & Investment ... career areas and lines of business at wellsfargojobs.com **Business Overview** Wealth & Investment Management, or WIM, is one of the United States' leading providers… more
- Truist (Charlotte, NC)
- …to support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- M&T Bank (Fairfield, CT)
- …of 6 years' investment or insurance sales experience providing investment , brokerage and/or insurance solutions, including trust /fiduciary experience FINRA ... worth customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to… more
