- 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 ... These colleagues are highly engaged in new business acceptance for Personal Trust , Advisor Solutions, and Estate Administration. Responsibilities: New Business… 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 ... from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide...Utilize other specialist where appropriate. + Provide financial planning guidance in the areas of estate planning, estate administration,… more
- Truist (Charlotte, NC)
- … trust , new client on-boarding/welcome program, client servicing and advisor support. 8. Escalate potential at-risk relationships to advisor /regional ... week. Location: 214 N. Tryon Provides in-office client and advisor support to a team of Wealth Advisors managing...fast-paced environment. 19. Able to work independently and seek guidance as needed. 20. Where applicable, demonstrate proficiency in… more