- KeyBank (Cleveland, OH)
- **Location:** 127 Public Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary ... fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point...relationship managers and all other partners on all internal fiduciary issues. + Work closely with Regional … more
- NBT Bank (Manchester, NH)
- …plans and Investment Management accounts. Position will provide trust administration and fiduciary services for higher value clients. The advisor will provide ... activities and community-related functions. The position will partner with regional law firms and tax professionals to enhance our...and their families, and functioning as the clients' trusted advisor . A primary fiduciary contact that delivers… more
- M&T Bank (Wilmington, DE)
- **Overview:** Oversees and implements the organization's fiduciary strategy by providing leadership, direction and oversight of efforts associated with the Trust ... and strategic goals related to Trust services. Provides supervisory oversight of fiduciary aspects of assigned accounts that include significant and complex … more
- Umpqua Bank (Henderson, NV)
- Private Client Advisor Wealth Management Henderson, Nevada **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees ... recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering… more
- HUB International (Mclean, VA)
- …of our offices. Our structure enables our teams to maintain their own unique, regional culture. **What You Bring:** You will be able to actively contribute to our ... about our talent. We currently have an opportunity for a **Retirement Plan Advisor ** to join the team in our **McLean, VA** office. The selected individual… more
- Truist (Charlotte, NC)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... in the community * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships.… more
- Truist (Boston, MA)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... in the community + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships.… more
- Umpqua Bank (Medford, OR)
- Private Client Advisor Wealth Management Medford, Oregon **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees ... Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under...Enjoyment, and Relationships. **About the Role:** Our Private Client Advisor will work with the high and ultra-high net… more
- Truist (Atlanta, GA)
- …following job description:** Responsible for leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing the team's revenues, ... and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client… more
- M&T Bank (Boston, MA)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of...the goals and objectives of the wealth practice and regional leadership by serving as a mentor and role… more
- Truist (Ponte Vedra Beach, FL)
- …servicing and advisor support. 8. Escalate potential at-risk relationships to advisor / regional managing director. 9. Serve as the on-site local contact for ... on-site 4 days a week, remote 1 day a week* Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth… more
- HUB International (South Portland, ME)
- …and due diligence reports for advisor . + Attend select meetings with the advisor to draft the Fiduciary Plan Review Executive Summary. + Work with plan ... our offices. Our structure enables our teams to maintain their own unique, regional culture. We currently have an opportunity for a **Retirement Plan Service… more
- US Bank (Minneapolis, MN)
- …of $75MM, with average client assets above $100MM. The **Managing Director, Client Advisor (MDCA)** is the lead relationship manager and team coordinator for a ... and educated professionals. The MDCA reports directly to the Regional Managing Director for the region. The MDCA as...private banking, personal trust and investments. + Ensure the fiduciary and client advisory functions are performed at an… more
- KeyBank (Tarrytown, NY)
- …of the service team including the Investment Consultant, Portfolio Manager, Fiduciary Director, Wealth Consultant, Regional Planning Strategist, and Relationship ... York 10019 The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth...assigned clients * Works with the Wealth Consultant and Regional Planning Strategist in building client financial plans *… more
- BlackRock (AZ)
- …**Primary Responsibilities:** + Develop deep relationships across all aspects of an advisor 's business. + Deliver fiduciary and investment insights through ... financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and written communication skills...+ Clean U-4 + Full-time Travel is required For XNV- Regional - Nevada and XAZ- Regional - Arizona… more
- First Horizon Bank (Raleigh, NC)
- …in the community + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships. ... and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client… more
- Army National Guard Units (Madison, WI)
- …management policy in support of the ARNG installation. Serves as a financial advisor and the technical expert to the state Adjutant General (AG), USPFO, senior ... established or directed financial policies that ensured compliance with fiduciary responsibilities, statutory requirements, regulations, procedures, and national or… more
- BlackRock (LA)
- …Coast; Louisiana, Alabama and Mississippi. Primary Responsibilities: + Deliver fiduciary and investment insights through portfolio construction conversations + ... + Strong financial services background with knowledge of investment trends and advisor practices (fixed income or factor/quantitative investing knowledge a plus) +… more
- Truist (Miami, FL)
- …and regional leadership to understand and manage support to advisor gearing ratios and provide suggestions and recommendations for changes and re-alignments ... regular engagement with other functional and support leaders. Partner with Regional Managing Directors (RMD), Division Directors (DD), and Specialty Wealth… more