- 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 (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
- 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 (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
- 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
- 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
- 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
- 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
- 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
- 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
- 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 (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
- 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
- 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
- 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
- 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
- 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
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