- PNC (Philadelphia, PA)
- …valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within the PNC Private Bank organization, you will be ... on a regular basis. **Job Description** + Engages in fiduciary decision-making by executing the terms of any plan...serves as trustee, guardian or agent. Administers more complex fiduciary accounts and ensures compliance with all legal and… more
- PNC (Ligonier, PA)
- …discretion. The Portfolio & Trust Administrator (PTA) is a trusted partner to the Fiduciary Advisor (FA) within the PNC Private Bank team. The Portfolio & ... administrative activities under the direction and oversight of an Investment Advisor and Fiduciary Advisor . Executes activities required by PNC or governing… more
- Wells Fargo (Philadelphia, PA)
- …this role:** Wells Fargo is seeking a Trust Officer in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about the career ... of assigned investment management and trust accounts + Perform fiduciary duties as an officer of the bank +...trust and wealth management + Certified Trust and Financial Advisor (CTFA) or working towards obtaining this certification +… more
- M&T Bank (York, 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
- M&T Bank (State College, PA)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based… more
- Truist (Philadelphia, PA)
- …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
- M&T Bank (Radnor, PA)
- **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
- Citizens (PA)
- …+ 6+ years' Risk and Compliance experience with advanced Broker-Dealer, Registered Investment Advisor , 12 CFR 9 Trust and Fiduciary business, including exposure ... Senior Manager supporting our Private Wealth Management - RIA and Trust Fiduciary businesses with direct responsibility for the front-, middle-, and back-office… more
- CSL Behring (King Of Prussia, PA)
- …Commercial Development Partner will serve as the strategic partner and "trusted advisor " for the Behring Market Access, Business Excellence & Commercial Development ... the number of responsibilities to the primary ten.) + Establishes "trusted advisor " relationship with Commercial stakeholders to advise and guide on business… more
- Deloitte (Philadelphia, PA)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such… more
- Wipfli LLP (Radnor, PA)
- …tax or both taxANDaudit Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards ... of the firm + Develop experience and skills to become a trusted business advisor for clients and associates + Gain hands-on experience in tax and/or audit work,… more
- Deloitte (Philadelphia, PA)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such… more
- Wipfli LLP (Radnor, PA)
- …in continuing professional education programs + Serve as a trusted business advisor for clients and associates + Proactively identify improvement opportunities in ... provide support in recommendations Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional… more