- JPMorgan Chase (Newark, DE)
- …the administration of the trust . **Job Summary** As a Trust Officer VP in Wealth Management Solutions , Trust & Estates, you will be an integral ... with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust business and...maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus JPMorganChase, one… more
- JPMorgan Chase (Newark, DE)
- …certificate, with paralegal experience in trust and estate practice JP Morgan Wealth Management Solutions comprises a workforce of more than 2500 ... JP Morgan Asset & Wealth Management , with client assets of...Develop, retain and deepen client relationships. + Assist the Trust Officer and partner with Wealth Advisors,… more
- Truist (Philadelphia, PA)
- …and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions . Utilize objective and sound personal ... and through delivery of the full suite of Truist Wealth solutions . Accomplished and highly proven at...* 8 or more years of sales and client management experience in Wealth Management … more
- Deloitte (Philadelphia, PA)
- …offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI ... to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Manager...public accounting experience (at least 3 years in investment management ) + One of the following accreditations obtained: +… more
- Deloitte (Philadelphia, PA)
- …offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI ... to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior...accounting, finance, or other business-related field + Experience reviewing trust documents + Excellent technology (ie, Microsoft Excel and… more
- Equitable (Bala Cynwyd, PA)
- Wealth Management Associate - PA, Bala...and access to a full suite of remote-work technology solutions . You will also upskill from participating in local ... Cynwyd **Organization** : Equitable Advisors **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in the… more
- Charles Schwab (Radnor, PA)
- …client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth ... quo" and transform the finance industry together. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized...income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of… more
- Wells Fargo (Wilmington, DE)
- …- Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and Investment Management . Learn more about the career areas and lines of ... and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. *… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …trust accounts. This role will consist of: managing a portfolio of trust accounts, assisting with asset management , maintaining account openings and closings, ... and build prospect client pipeline . Build strong relationships with outside wealth advisors Requirements The ideal Trust administrator will preferably have… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …will also oversee a team of trust professionals, review and analyze trust documents, coordinate with management on key fiduciary findings, and assist with ... prospect client pipeline . Build strong relationships with outside wealth advisors Requirements The ideal Trust Tax...and are not limited to: . 5+ years of trust tax experience . 2+ years of management… more
- City National Bank (Wilmington, DE)
- …and maintenance of accounts * Comply fully with all Bank Operational and Wealth Management policies and procedures as well as all regulatory requirements ... * TRUST OFFICER* WHAT IS THE OPPORTUNITY? This position...Strong organizational skills * Anticipate needs and proactively seek solutions * The ability to work on multiple tasks/projects… more
- Comerica (Wilmington, DE)
- …and standard client relationships. This role will participate in the proper management and administration for assigned trust accounts adhering to applicable ... programs. * Works under the direct supervision of a Trust Advisor in developing solutions to most...Stays current on fiduciary/tax/legal changes that effect a client's wealth plan or administration of account TEAM MEMBER RESPONSIBILITIES… more
- Bank of America (Media, PA)
- …Wayne, Pennsylvania; Media, Pennsylvania; Conshohocken, Pennsylvania **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... wealth management and investment products and services for individuals, companies,... + Client Investments Management + Client Management + Client Solutions Advisory + Relationship… more
- Bank of America (Wilmington, DE)
- …Beach, Delaware; Dover, Delaware; Egg Harbor Township, New Jersey **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest... + Client Investments Management + Client Management + Client Solutions Advisory + Relationship… more
- Bank of America (Wayne, PA)
- …Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest...their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are… more
- TD Bank (Exton, PA)
- …The Private Client Portfolio Advisor I is a role within the Centralized Investment Management team that partners with Trust Advisors & Relationship Managers to ... I will utilize technical investment expertise to provide comprehensive investment services and solutions to meet the needs of clients. Depth & Scope: + Demonstrates… more
- WTW (Philadelphia, PA)
- …across all segments and geographies. Promote our brand by actively integrating CRB risk management solutions with the broad array of Willis Towers Watson client ... outside service vendors and intermediaries; provides production leadership and sales management ; is responsible for a team of over 140+ colleagues, oversees… more
- JPMorgan Chase (Philadelphia, PA)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner with ... are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and… more
- Citigroup (Wilmington, DE)
- The US Personal Banking and Wealth Management Marketing organization drives all aspects of the customer lifecycle, from Acquisition to Engagement to Retention, ... Personal Bank - Branded Cards and Lending, Retail Bank and Mortgage and Wealth . The Existing Customer Marketing (ECM) team within this organization is a critical… more
- Lockheed Martin (King Of Prussia, PA)
- …help us take on the world's most important and complex challenges by providing solutions to a variety of technical problems\. We provide tactical based solutions ... is a global leader in aerospace, defense, and technology solutions \. You will be joining Lockheed Martin Rotary and...members build strong relationships with one another, founded on trust , open communication, and a sense of camaraderie\. This… more