- KeyBank (Portland, ME)
- **Location:** 127 Public Square, Cleveland Ohio The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank ... managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day… more
- PNC (Erie, PA)
- …valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within PNC's Private Bank organization, you will be based ... The ideal candidate will meet the following qualifications: - Fiduciary experience with revocable and irrevocable trusts - Legal...OPT for this position. **Job Description** + Engages in fiduciary decision-making by executing the terms of any plan… more
- TD Bank (Portland, ME)
- …Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the Comptroller of ... bank subsidiary, a focus on securities investment management and fiduciary activities, state insurance regulatory requirements and securities regulatory requirements… more
- Commerce Bank (St. Louis, MO)
- …financial planning required + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment to work ... Trust administers over $57 billion in total client assets. The Private Client Advisor "PCA" is accountable for the delivery of comprehensive advice and customized… 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
- Regions Bank (Houston, TX)
- …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
- MillerMusmar CPAs (Reston, VA)
- …and account aggregation + Collaborating to enhance client experience + Serve as fiduciary advisor managing accounts according to our firm's strategies + Handle ... Job Description for Financial Planner/ Advisor Position: Financial Planner/ Advisor Location: Reston, Virginia Firm: SC Advisors: a fee-based Wealth Management and… more
- Comerica (New York, NY)
- Job Description Trust Advisor IV - Ultra High Net WorthOur Strategic Alliance is a professional collaboration between two great financial firms. Our alliance allows ... trust administration capabilities, as well as the services of their Financial Advisor , delivered through a customized, service-driven model. The Trust Advisor … more
- Comerica (New York, NY)
- Job Description Trust Advisor III Comerica Advisor SolutionsOur Strategic Alliance is a professional collaboration between two great financial firms. Our ... capabilities, as well as the services of their Financial Advisor , delivered through a customized, service-driven model. The Trust..., delivered through a customized, service-driven model. The Trust Advisor III in our Comerica Advisor Solutions… more
- Comerica (New York, NY)
- Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance is a professional collaboration between two great financial firms. Our alliance ... trust administration capabilities, as well as the services of their Financial Advisor , delivered through a customized, service-driven model. The Trust Advisor … more
- Adecco US, Inc. (Webster Groves, MO)
- **Financial Advisor , Registered Investment Advisor Representative -** ** Fiduciary Financial Planning and Wealth Management Services** **Location:** Webster ... opportunity. **Relocation:** Not available. **Position Summary:** **We provide fee-only, fiduciary financial planning and wealth management services to individuals,… more
- KeyBank (Brooklyn, OH)
- …CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Prior wealth management and trust (eg ... The ideal candidate has a functional knowledge of wealth management, trust/ fiduciary compliance laws and regulations, risks and supporting operational processes,… more
- T. Rowe Price (Owings Mills, MD)
- …recordkeeping + Comprehensive knowledge of 401(k) service components, industry trends, fiduciary responsibility, advisor value proposition and emerging best ... determined in consultation with the successful candidate. Develop the assigned territory advisor and consultant relationships for the purpose of repeat business and… more
- Fifth Third Bank, NA (Tampa, FL)
- …in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering high-quality ... legal and regulatory requirements, while identifying new and fostering strong existing fiduciary client relationships. The Senior Trust Advisor partners closely… more
- Truist (Raleigh, NC)
- …the essential functions. 1. Seven years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client ... 1. Undergraduate degree 2. Trust School graduate 3. Certified Financial Trust Advisor (CFTA) **General Description of Available Benefits for Eligible Employees of… more
- HUB International (Providence, RI)
- …in the life and annuity distribution space. We believe that acting as a fiduciary to the Advisor and policy holder, providing service excellence and being ... relationships with both producers and centers of influence as a consultative, trusted advisor instead of a product vendor. + Superior customer service and ability to… more
- PNC (Baltimore, MD)
- …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 ... matters. When PNC Bank, NA is a named corporate fiduciary or agent, our experienced estate settlement officers offer...OPT for this position. **Job Description** + Engages in fiduciary decision-making by executing the terms of any will… more
- Truist (Atlanta, GA)
- …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 (Williamsburg, VA)
- …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. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide...4. Understand and provide interpretation as related to complex fiduciary documents and strategies 5. Conduct client and prospect… 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
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