- PNC (Lexington, KY)
- …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...bank products and services as sales opportunities. Prospects for new clients by asking for referrals from existing clients.… more
- PNC (OH)
- …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...bank products and services as sales opportunities. Prospects for new clients by asking for referrals from existing clients.… 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 ... also responsible for developing quality client relationships, professional contacts, soliciting new accounts, and supporting the Financial Advisors of DA Davidson &… more
- DA Davidson Companies (Portland, OR)
- …also responsible for developing quality client relationships, professional contacts, soliciting new accounts, and supporting the Financial Advisors of DA Davidson & ... current developments in estate planning and trust administration.* Effectively administer fiduciary accounts and related agency accounts. Analyze and interpret legal… more
- Comerica (Wilmington, DE)
- …acceptance of new business. These colleagues are highly engaged in new business acceptance for Personal Trust, Advisor Solutions, and Estate Administration. ... Senior Trust Advocacy Advisor The Trust Advisor in Comerica's...Trust Advocacy group responsible for reviewing legal documentation for new business and ensuring Comerica is willing and able… 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 ... change from time to time. 1. Participate in onboarding new teammates and training 2. Lead with special projects...2. Lead with special projects for Wealth Region Support Leader/ Fiduciary Group Support Leader 3. Contribute to a positive… more
- PNC (Louisville, KY)
- …culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Estate Settlement Advisor ... 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
- 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
- Truist (Richmond, VA)
- …team, depending on segmentation. 2. Partners with client teams to help drive fiduciary new business identification and onboarding. 3. Meets or exceeds client ... within the geography of Truist. JOB SUMMARY Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including… 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 ... facing wealth team to expand existing relationships and capture new opportunities from both internal and external sources. **ESSENTIAL...from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide… more
- PNC (Houston, TX)
- …and legislative and regulatory updates. You will support the development of new business opportunities. The Accredited Investment Fiduciary (R) Designation is ... of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a...contribute to the company's success. As a Retirement Plan Advisor Sr within PNC's Institutional Asset Management organization, you… more
- M&T Bank (Williamsport, PA)
- …approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance from high net worth customer segment, ... primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based… more
- Berkshire Bank (Glastonbury, CT)
- **Position** : VP, Wealth Advisor & Trust Officer **Location** : Glastonbury, CT **Division:** Asset Management **Department:** Berkshire Wealth Management **Reports ... + Maintains existing client accounts by nurturing client relationships and educating on new services and products. Meets consistently with clients to review their … more
- M&T Bank (Manchester, NH)
- **Overview:** Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an ... firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and… more
- JPMorgan Chase (Miami, FL)
- …of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Wealth Advisor ... wealth and objectives. **Job Responsibilities** + Serve as an advisor to clients on personal planning matters + Identify...the Bank to serve in a current or future fiduciary capacity + Serve as a resource for clients… more
- Thrivent Financial (Bismarck, ND)
- …billion in assets under management/advisement (as of 12/31/23). Position Summary The Service Advisor meets the needs of clients as determined by the Lead Advisor ... decisions that affect client relationships, consulting with the Lead Advisor on complex decisions as needed. + Grows existing...the transfer of client assets to the firm during new client onboarding, working closely with the operations team.… more
- First National Bank of Omaha (Fort Collins, CO)
- …committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.** **Our Modern, Flexible ... on business needs. **Summary of the Job:** The Financial Advisor is a trusted advisor who will...referral sources to enable exposure and opportunities to develop new business and deepen relationships with existing customers. Achieve… more
- Bank of America (New York, NY)
- Wealth Strategies Advisor Charlotte, North Carolina; New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of ... process with clients from start to finish. This includes leading the new business review and onboarding process for initial and successor trustee appointments… more