- PNC (Pittsburgh, PA)
- …respected, valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor Sr within PNC's Fiduciary organization, you will be ... be performed remotely, at the manager's discretion. **Job Description** + Engages in fiduciary decision-making by executing the terms of any plan or document in… more
- TD Bank (Fort Lauderdale, FL)
- … Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA) or relevant subject matter experience** + **Experience working ... support the lending activities of Wealth Banking. In this position, the Senior Compliance Manager will provide guidance, leadership and training to the personal… more
- Comerica (Charlotte, NC)
- Senior Trust Advocacy Advisor The Trust Advisor in Comerica's Trust Advocacy group responsible for reviewing legal documentation for new business and ... are highly engaged in new business acceptance for Personal Trust, Advisor Solutions, and Estate Administration. Responsibilities: New Business Review: * Review… 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
- Edward Jones (St. Louis, MO)
- …**The Position:** The Edward Jones Connection (EJC) department acts as a fiduciary , remotely serving our smaller clients in partnership with the clients' local ... candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that...5:00pm locally. **Key Responsibilities:** + Act as the Financial Advisor for our smaller clients including SEP/Simple IRA participants… more
- M&T Bank (Hauppauge, NY)
- …As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team ... growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our...maintaining the highest ethical standards and adhering to our fiduciary culture. Accountable for revenue growth including the acquisition… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …The collective team includes over 300 employees operating from multiple offices. As the Senior Advisor Associate, you will provide support for Lead and Service ... firm based in Marin County and San Francisco, with a commitment to a fiduciary business model. They serve clients across multiple states with a focus on… more
- M&T Bank (New York, NY)
- **Overview:** This Senior Vice President level role provides guidance on complex compliance risk management activities within the Institutional Client Services ... other departments within the enterprise at-large. **Primary Responsibilities:** + Consult with senior managers of business units on complex compliance matters. + May… more
- Truist (Charlotte, NC)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Truist (Boston, MA)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Charles Schwab (Irvine, CA)
- …us "challenge the status quo" and transform the finance industry together.** As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a ... will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.… more
- M&T Bank (Boston, MA)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of contact for the… more
- US Bank (Fargo, ND)
- …for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities ... estate and multi-generational taxation and trusts - Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust… more
- M&T Bank (Norwalk, CT)
- …and other trust administration tasks. Supports the administration and fiduciary management within client relationships. **Primary Responsibilities:** + Support the ... book through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Maintain understanding of governing instruments including, Trust… more
- The MITRE Corporation (Bedford, MA)
- …MITRE's Finance organization is seeking a Business Partner (BP) to serve as a financial advisor for the Air & Space Forces (A&SF) organization. As a Finance BP for ... a positive relationship with customer stakeholders. They should take a fiduciary perspective towards their work with their customer, prioritizing good financial… more
- Providence (Irvine, CA)
- **Description** **THE ROLE** The Division Senior Corporate Counsel position is responsible, under the guidance of Department of Legal Affairs (DLA) Leadership, for ... Joseph Health ("Providence"), and for specific projects as assigned. The Division Senior Corporate Counsel has a significant degree of independence exercised in… more
- Wells Fargo (San Diego, CA)
- …Private Bank, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth ... mitigation. **About this role:** Wells Fargo is seeking a Senior Lead Wealth Custom Lending Specialist Working at Wells...**In this role, you will:** + Act as an advisor to leadership to develop or influence objectives, plans,… more
- Deloitte (Columbus, OH)
- …Recruiting for this role ends on June 1, 2025 What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research ... of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability… more
- Deloitte (Columbus, OH)
- …Recruiting for this role ends on June 1, 2025 What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax ... research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Experience… more
- Zurich NA (New York, NY)
- Senior Underwriting Specialist (Level II or III) - POP 119486 Invest your career with an industry you can bank on Insurance! We are looking for Financial ... specifically within Financial Lines for Financial Institutions, including D&O, E&O, EPL, Fiduciary , and Fidelity lines of coverage + Using a disciplined approach to… more