• Senior Fiduciary Advisor - PNC…

    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
    PNC (10/19/24)
    - Save Job - Related Jobs - Block Source
  • Fiduciary Advisor II

    PNC (OH)
    …valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor II within PNC Private Bank organization this person will preferably ... on a regular basis. **Job Description** + Engages in fiduciary decision-making by executing the terms of any plan...serves as trustee, guardian or agent. Administers more complex fiduciary accounts and ensures compliance with all legal and… more
    PNC (11/01/24)
    - Save Job - Related Jobs - Block Source
  • Vice President, Trust & Fiduciary

    DA Davidson Companies (Lincoln, NE)
    …benefits and privileges of employment. Please contact us to request accommodation. Keyword: Vice President, Trust & Fiduciary Advisor From: DA Davidson Companies ... current developments in estate planning and trust administration.*Effectively administer fiduciary accounts and related agency accounts. Analyze and interpret legal… more
    DA Davidson Companies (10/04/24)
    - Save Job - Related Jobs - Block Source
  • Vice President, Trust & Fiduciary

    DA Davidson Companies (Portland, OR)
    …current developments in estate planning and trust administration.* Effectively administer fiduciary accounts and related agency accounts. Analyze and interpret legal ... instruments; Apply sound fiduciary judgment to trust matters.* Identify and resolve client issues arising in the course of administration of an account and provide… more
    DA Davidson Companies (08/29/24)
    - Save Job - Related Jobs - Block Source
  • Fiduciary Support Specialist II - Boca…

    Truist (Boca Raton, FL)
    …1. Undergraduate degree 2. Trust School graduate 3. Certified Truist and Fiduciary Advisor (CTFA) **General Description of Available Benefits for Eligible ... 2. Lead with special projects for Wealth Region Support Leader/ Fiduciary Group Support Leader 3. Contribute to a positive...functions. 1. Seven years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial… more
    Truist (10/02/24)
    - Save Job - Related Jobs - Block Source
  • Fiduciary Guidance Trust Advisor

    Comerica (Wilmington, DE)
    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
    Comerica (10/10/24)
    - Save Job - Related Jobs - Block Source
  • Private Wealth Management Trust Advisor

    Regions Bank (Indianapolis, IN)
    …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
    Regions Bank (10/24/24)
    - Save Job - Related Jobs - Block Source
  • Private Client Advisor

    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
    Commerce Bank (10/06/24)
    - Save Job - Related Jobs - Block Source
  • Director of Fiduciary Governance

    Comerica (Charlotte, NC)
    …policies. * Foster strong relationships with key clients, acting as a trusted advisor on fiduciary matters and during complex account transitions. * Collaborate ... Director Fiduciary Governance Guide relationship management and operations, ensuring...closely with sales and advisor teams to ensure efficient onboarding and account management… more
    Comerica (10/28/24)
    - Save Job - Related Jobs - Block Source
  • Private Wealth Management Trust Advisor

    Regions Bank (Little Rock, AR)
    …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
    Regions Bank (10/31/24)
    - Save Job - Related Jobs - Block Source
  • Private Bank Trust Advisor II

    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
    Huntington National Bank (09/27/24)
    - Save Job - Related Jobs - Block Source
  • Asset Management Group Undergraduate Intern

    PNC (Columbus, 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 (10/01/24)
    - Save Job - Related Jobs - Block Source
  • Senior Trust Advisor

    Fifth Third Bank, NA (Toledo, OH)
    fiduciary opportunities and solutions + Work with Private Bank Team to implement fiduciary strategies + Serve as a Trusted Advisor by developing close, ... Fifth Third Bank. GENERAL FUNCTION: + Serve as Trust Advisor for clients with more than $5MM in investable...of Fifth Third Bank as Trustee understand and administer fiduciary accounts in accordance with the governing documents for… more
    Fifth Third Bank, NA (08/30/24)
    - Save Job - Related Jobs - Block Source
  • Senior Trust Administrator

    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
    NBT Bank (09/24/24)
    - Save Job - Related Jobs - Block Source
  • Estate Settlement Advisor Sr. - PNC Private…

    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
    PNC (10/19/24)
    - Save Job - Related Jobs - Block Source
  • Trust Administration Advisor

    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
    Truist (09/26/24)
    - Save Job - Related Jobs - Block Source
  • Regional Trust Advisor

    Truist (Charlotte, 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
    Truist (10/26/24)
    - Save Job - Related Jobs - Block Source
  • Retirement Plan Advisor Sr

    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
    PNC (10/30/24)
    - Save Job - Related Jobs - Block Source
  • Affluent Market Senior Financial Advisor

    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
    M&T Bank (10/03/24)
    - Save Job - Related Jobs - Block Source
  • Central Student Government Program Advisor

    University of Michigan (Ann Arbor, MI)
    Central Student Government Program Advisor Apply Now **How to Apply** A cover letter is required for consideration for this position and should be attached as the ... forces and committees. **Position Summary:** The Central Student Government Program Advisor is responsible for the development, advocacy, and support of programs… more
    University of Michigan (11/02/24)
    - Save Job - Related Jobs - Block Source