- Bank OZK (Fort Lauderdale, FL)
- …employees. + Meets with and educates Bank partners to position the value of Trust and Wealth capabilities. + Creates market-wide business development plan in ... delivery of quality fiduciary services to all clients of Trust and Wealth in assigned market. +...management assets in a banking, broker-dealer or registered investment advisor related role, preferred. + Experience with Money Guide… more
- Comerica (Fort Lauderdale, FL)
- Vice President , Senior Wealth Advisor The Vice President , Senior Wealth Advisor role will be responsible for contributing to the overall ... success of the Wealth & Institutional Management business unit by building and...market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals in order to… more