- PNC (Lexington, KY)
- …valued and have an opportunity to contribute to the company's success. As a Senior Fiduciary Advisor within PNC's Private Bank organization, you will be based in ... Lexington, KY. **Job Description** + Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian or… more
- PNC (Pittsburgh, PA)
- …valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor I within PNC Private Bank organization, you will be based ... at the manager's discretion. **Job Description** + Engages in fiduciary decision-making by executing the terms of any plan...PNC serves as trustee, guardian or agent. May administer fiduciary accounts. Ensures compliance with all legal and … more
- M&T Bank (Wilmington, DE)
- …the enterprise for their assigned area of responsibility. The Senior Compliance Advisor will help develop, implement, and execute strategy of the workflow and ... processes are completed in an accurate and timely manner. The Senior Compliance Advisor operates under the firm's second line of defense independent control function… more
- Regions Bank (Birmingham, AL)
- …of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment ... of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and… more
- Commerce Bank (Leawood, KS)
- … perspective required + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment to work towards ... Trust is a division of Commerce Bank. About This Job The Private Client Advisor "PCA" is accountable for the delivery of comprehensive advice and customized wealth… more
- Regions Bank (Nashville, TN)
- …of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment ... of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and… more
- Commerce Bank (St. Louis, MO)
- …financial planning required + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment to work ... $57 billion in total client assets. About This Job The Private Client Advisor "PCA" is accountable for the delivery of comprehensive advice and customized wealth… more
- Bankers Trust (Phoenix, AZ)
- …Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Certified Trust & Fiduciary Advisor (CTFA) or Certified Public Accountant (CPA) (or other ... Private Client Wealth Advisor III Location Phoenix, AZ # of openings...sales experience including relationship management required, including experience managing fiduciary responsibilities and planning based sales models, is preferred… more
- Huntington National Bank (Grand Rapids, MI)
- …Administration experience Preferred Qualifications: + Juris Doctor, Certified Trust and Fiduciary Advisor (CFTA) designation + Demonstrated success working with ... Description Summary: The Trust Advisor II, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total financial… more
- Subaru of America (Camden, NJ)
- …all other policies and guidelines. Ensures proper tax reporting and serves as fiduciary advisor to provide trust administration and planning. Balances the ... and state audits related to SOA's compensation and benefit programs. Plan Fiduciary and member of SOA's Retirement Committee. Manages Payroll section. Major… more
- Fifth Third Bank, NA (Toledo, OH)
- …fiduciary opportunities and solutions + Work with Private Bank Team to implement fiduciary strategies + Serve as a Trusted Advisor by developing close, ... Fifth Third Bank. GENERAL FUNCTION: + Serve as Trust Advisor for clients with more than $5MM in investable...of Fifth Third Bank as Trustee understand and administer fiduciary accounts in accordance with the governing documents for… more
- Bank of America (Jersey City, NJ)
- Fiduciary Initiatives Executive (Lawyer) Jersey City, New Jersey;Pennington, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to ... the power to make a difference. Join us! **The Business Team:** The Fiduciary Programs and Platforms (FPP) Team is a dynamic, innovative, and forward-thinking team… more
- Wells Fargo (Salt Lake City, UT)
- **About this role:** Wells Fargo is seeking several Senior Fiduciary Specialists as part of the Trust Account Opening and Maintenance team within Wealth and ... and reporting and meeting compliance standards set by regulators. The Senior Fiduciary Specialists will field requests from the onboarding team to open new… more
- Truist (Nashville, TN)
- …within the geography of Truist. JOB SUMMARY Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including ... and is able to understand and interpret legal and fiduciary documents. Uses this expertise to help deliver ...of files in the iWork document imaging system and Advisor Desktop systems. 5. Coordinates annual Reg-9 administrative review… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …education options. **Job Summary:** The Advisory Supervision team provides fiduciary oversight of Investment Adviser Representatives (IARs) in accordance with ... and guidelines as well as firm policies governing advisory accounts. An Advisor , general investment advisory is expected to conduct reviews which can include… more
- Truist (Boca Raton, FL)
- …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. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide...4. Understand and provide interpretation as related to complex fiduciary documents and strategies 5. Conduct client and prospect… more
- M&T Bank (Fairfield, CT)
- …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
- HUB International (Cary, NC)
- …the ability to evaluate managers. + Provides clients with ERISA 3(21)/3(38) Fiduciary investment advice. + Proactively seeks to provide and monitor investments that ... and periodically updating and completing investment analysis. + Conducting fiduciary review meetings with client to evaluate portfolio, comparative analysis… more
- M&T Bank (Los Angeles, CA)
- …firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and ... As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team… more
- M&T Bank (Wilmington, DE)
- …and deposits) or introduce additional value-add solutions, including credit, planning, fiduciary , family office services, etc. + Participate in Wealth Advisor ... relevant experience Deep expertise in planning, investments, banking, and fiduciary Prior experience managing complex UHNW client relationships Strong communications… more