- PNC (Pittsburgh, PA)
- …respected, valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor Sr within PNC's Fiduciary organization, you will be ... be performed remotely, at the manager's discretion. **Job Description** + Engages in fiduciary decision-making by executing the terms of any plan or document in… more
- Federal Reserve Bank (St. Louis, MO)
- …preferred: Certified Fiduciary and Investments Risk Specialist (CFIRS) or Certified Trust Fiduciary Advisor (CTFA). + Ability to lead or participate in ... Federal Reserve Bank of St. Louis Our Supervision Division is looking for a Fiduciary Risk Specialist / Trust Examiner, to join our supervision team. An examiner… more
- TD Bank (Fort Lauderdale, FL)
- … Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA) or relevant subject matter experience** + **Experience working ... + Develop and maintain compliance policies and regulatory training for fiduciary requirements related to trust administration **Please review the preferred… more
- Comerica (Charlotte, NC)
- Senior Trust Advocacy Advisor The Trust Advisor in Comerica's Trust Advocacy group responsible for reviewing legal documentation for new business and ensuring ... are highly engaged in new business acceptance for Personal Trust, Advisor Solutions, and Estate Administration. Responsibilities: New Business Review: * Review… more
- Regions Bank (Orlando, FL)
- …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 (Cleveland, OH)
- …and fiduciary administrative activities under the supervision of the Investment Advisor and Fiduciary Advisor . Assists with activities required by ... with documents, state law, policy and procedure. + Communicates with Investment Advisor and Fiduciary Advisor to solve problems, and escalate anticipated or… more
- Regions Bank (Birmingham, AL)
- …(LLM/Estates) or Master of Business Administration (MBA) + Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), or Accredited ... which may include closely held stock, and real estate + Works with co- fiduciary , attorney and Certified Public Accountant (CPA) to consider all tax elections and… more
- Wells Fargo (Las Vegas, NV)
- **About this role:** Wells Fargo is seeking an Associate Fiduciary Specialist in the Trust Client & Advisor Services as part of Wealth & Investment Management. ... resolve issues and achieve goals **Required Qualifications:** + 6+ months of Fiduciary Products experience, or equivalent demonstrated through one or a combination… more
- PNC (Seattle, WA)
- …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
- Truist (Baltimore, MD)
- …and training 2. Lead with special projects for Wealth Region Support Leader/ Fiduciary Group Support Leader 3. Contribute to a positive team environment that ... functions. 1. Seven years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial...degree 2. Trust School graduate 3. Certified Financial Trust Advisor (CFTA) The annual base salary for this position… more
- PNC (West Palm Beach, FL)
- …have an opportunity to contribute to the company's success. As an Estate Settlement Advisor , you will work within the PNC Private Bank organization. You will be ... tax and legal matters. When PNC Bank, NA is a named corporate fiduciary or agent, our experienced estate settlement officers offer a skillset to professionally… more
- Truist (Orlando, FL)
- …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
- CIBC (Boston, MA)
- …doing** The Trust Advisor will be a centralized role in the Fiduciary Center of Excellence, responsible for managing and administering all aspects of an assigned ... book of trust accounts. The Trust Advisor will partner with front office teams and provide...The ability to successfully identify and manage compliance and fiduciary risk management issues is also important. **How you'll… more
- Truist (Greensboro, NC)
- …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
- PNC (Ringling, OK)
- …an opportunity to contribute to the company's success. As a Sr. Trust Real Estate Advisor within PNC Private Bank organization, you will be based in one of the ... of real estate activities in alignment with the banks fiduciary policies and procedures, to include such activities as:...hiring of contractors and agents. + Collaborates with AMG Fiduciary Counsel and Market Fiduciary Advisors and… more
- Commerce Bank (St. Louis, MO)
- …As a fiduciary and Wealth Management expert the Private Client Advisor Associate's primary responsibility is the support of our Private Client Relationship ... trust document review and interpretation, fund transfers, discretionary actions within fiduciary engagements, and coordination of documents for tax preparation +… more
- PNC (Houston, TX)
- …an opportunity to contribute to the company's success. As a Retirement Plan Advisor Sr within PNC's Institutional Asset Management organization, you will be based in ... the manager's discretion. In this position, you will deliver FIS ( Fiduciary Investment Services) solutions to sponsors of participant directed defined contribution… more
- M&T Bank (Williamsport, 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
- HUB International (Cary, NC)
- …the ability to evaluate managers. + Provides clients with ERISA 3(21)/3(38) Fiduciary investment advice. + Proactively seeks to provide and monitor investments that ... and periodically updating and completing investment analysis. + Conducting fiduciary review meetings with client to evaluate portfolio, comparative analysis… more
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