- Charles Schwab (Henderson, NV)
- … Financial Analyst), CAIA (Chartered Alternative Investment Analyst) or CTFA (Certified Trust Financial Advisor ) preferred + Strong analytical and ... **What you have:** + 5+ years of investment related experience in trust financial services and practical experience in evaluating, supervising and maintaining … more
- Atria Wealth Solutions (Sandusky, MI)
- …Through its relationship with Sorrento Pacific Financial , LLC (SPF), Thumb Bank & Trust is seeking a Financial Advisor to provide retirement and ... to provide customers with a complete array of up-to-date financial services. Today, Thumb Bank & Trust ...the investment program necessitates the need to add a Financial Advisor to the established program. As… more
- BMO Financial Group (IL)
- …remote opportunity!** **Work Schedule: M-F; 10 am - 7 pm CST** ** Financial Advisor ** This role is accountable to invoke trust and build strong client ... bank. Being the first point of client contact, the Financial Advisor 's core mandate is to provide...and recognize when to provide clients advice + Builds trust and strong customer relationships by educating them on… more
- JPMorgan Chase (Newark, DE)
- …administration. + Advanced degree such as JD, industry certification such as Certified Trust and Financial Advisor (CTFA) or paralegal certificate, with ... banking services including trusts and estates, loans, mortgages and deposits. As a Trust Administrator within the Global Trusts & Estates Practice, you will play a… more
- M&T Bank (Washington, DC)
- …industry including technical trust and planning experience CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills ... administering fiduciary accounts or related legal/business experience in the financial services industry including technical trust and...in the financial services industry including technical trust and planning experience, or in lieu of a… more
- M&T Bank (Buffalo, NY)
- …and Experience Preferred:** Juris Doctor (JD) or Master's degree CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills ... administering fiduciary accounts or related legal/business experience in the financial services industry including technical trust and...in the financial services industry including technical trust and planning experience, or in lieu of a… more
- M&T Bank (Wilmington, DE)
- …degree Minimum of 1 years' estates and trust experience CTFA (Certified Trust and Financial Advisor ) certification Ability to read and interpret ... of fiduciary accounts, or related legal/business experience in the financial services industry including technical trust and...in the financial services industry including technical trust and planning experience, or in lieu of a… more
- Comerica (Wilmington, DE)
- Trust Advisor III Comerica Advisor Solutions Our Strategic Alliance is a professional collaboration between two great financial firms. Our alliance ... administration capabilities, as well as the services of their Financial Advisor , delivered through a customized, service-driven...Advisor , delivered through a customized, service-driven model. The Trust Advisor III in our Comerica … more
- Comerica (Wilmington, DE)
- Trust Advisor IV - Ultra High Net Worth Our Strategic Alliance is a professional collaboration between two great financial firms. Our alliance allows clients ... administration capabilities, as well as the services of their Financial Advisor , delivered through a customized, service-driven...Advisor , delivered through a customized, service-driven model. The Trust Advisor IV in our Advisor… more
- NBT Bank (Manchester, NH)
- Base Salary + Commission: $117,407.00 - $175,000.00 The Senior Trust Advisor will manage a portfolio of critical accounts, including but not limited to; trusts, ... literacy and financial experience. + Minimum 8 years' experience in trust administration, estate planning or related fiduciary role. + Proven track record in… more
- Regions Bank (Atlanta, GA)
- …+ Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary ... system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition...accounting or related field + Eight (8) years of Trust Administration, Estate/Tax Law, Financial Planning or… more
- UMB Bank (Kansas City, MO)
- …it provides another opportunity for the company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship team that is ... plan that makes the most sense for their personal financial goals. The Wealth Management department is important to...available to our high net worth clients. The Trust Advisor team serves as subject matter… more
- UMB Bank (Leawood, KS)
- …it provides another opportunity for the company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship team that is ... plan that makes the most sense for their personal financial goals. The Wealth Management department is important to...available to our high net worth clients. The Trust Advisor team serves as subject matter… more
- Amazon (Seattle, WA)
- …Web Services (AWS) is growing rapidly, and we are looking for a Technical Customer Advisor to join our Trust & Safety, Customer Advisory Team. Our environment is ... organization to develop scalable and sustainable solutions. As a Trust & Safety, Technical Customer Advisor , you'll...package, in addition to a full range of medical, financial , and/or other benefits. For more information, please visit… more
- Huntington National Bank (Grand Rapids, MI)
- 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 needs and introduces product specialists to obtain cross-sell... Administration experience Preferred Qualifications: + Juris Doctor, Certified Trust and Fiduciary Advisor (CFTA) designation +… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- Wealth Advisor II Canandaigua National Trust Company of Florida - Sarasota, FL Since 2009, Canandaigua National Trust Company of Florida (CNTF) has been ... personal service that builds long-term relationships. As a Wealth Advisor II of CNTF you will: + Provide wealth...to Naples. We're ready to help you achieve your financial goals through time-tested trust and investment… more
- Wells Fargo (Palm Beach Gardens, FL)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Trust Advisor Working at Wells Fargo | Jobs and Careers at Wells ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...and presentation skills with the ability to explain difficult financial , tax and legal concepts to internal partners and… more
- Bank OZK (Fort Lauderdale, FL)
- …Responsible for developing, managing, and maintaining revenue generating investment and trust relationships and assists in the development of retirement planning and ... corporate trust account new business. Essential Job Functions + Develops...product needs, and keeps abreast of changing economic, legal, financial planning, investment trends, and general market and business… more
- UMB Bank (Kansas City, MO)
- As the ** Trust Advisor I** , you will...+ College Degree. + One advanced degree relative to financial & estate planning. + Participation in community and ... have basic investment knowledge. + You hold a Certified Trust and Fiduciary Advisor (CTFA) designation obtained...you make the best of every moment with a financial foundation that can help you succeed. Learn more… more
- Truist (Charlotte, NC)
- …certification (eg JD, MBA, CFP, CPA, or CTFA). 3. Experience working with Trust Financial Software **General Description of Available Benefits for Eligible ... fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment...time to time. 1. Understands and is conversant with financial and estate planning strategies and is able to… more