- Wilmington Savings Fund Society (Wilmington, DE)
- …name, it's our mission and our purpose. The Senior Wealth and Trust Advisor is responsible for maintaining the ongoing relationships with clients and managing the ... management services to the client. The incumbent will utilize broad-based fiduciary knowledge, experience, and bank resources to identify opportunities for… more
- PNC (Lexington, KY)
- …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...bank products and services as sales opportunities. Prospects for new clients by asking for referrals from existing clients.… more
- PNC (Pittsburgh, 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 based ... on a regular basis. **Job Description** + Engages in fiduciary decision-making by executing the terms of any plan...bank products and services as sales opportunities. Prospects for new clients by asking for referrals from existing clients.… more
- Fifth Third Bank, NA (Grand Rapids, MI)
- …Bank to serve as Trustee, Successor Trustee, Executor or Personal Representative. + Generate new fiduciary and Private Bank IM&T + Manage the due diligence ... Discover a career in banking at Fifth Third Bank. Opportunity for a Senior Trust Advisor in...process on all new fiduciary appointments + Demonstrate sound complex… more
- PNC (Louisville, KY)
- …culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Estate Settlement Advisor ... appropriate tax returns (income, gift, estate and inheritance, and fiduciary ) and court or other state- required filings for...expertise and problem solving escalation for the Estate Settlement Advisor team. + Engages in the most complex estate… more
- Regions Bank (Tyler, TX)
- …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
- Truist (Nashville, TN)
- …team, depending on segmentation. 2. Partners with client teams to help drive fiduciary new business identification and onboarding. 3. Meets or exceeds client ... within the geography of Truist. JOB SUMMARY Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including… more
- Truist (Baltimore, MD)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... facing wealth team to expand existing relationships and capture new opportunities from both internal and external sources. **ESSENTIAL...from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide… more
- Ally (Sacramento, CA)
- …evolving, so shouldn't your opportunities be, too? **The Opportunity ** The Wealth Advisor works as a fiduciary , working directly with our clients and ... at Ally. When working with prospective clients the Wealth Advisor will act as the first step in helping...zones At this time, Ally will not sponsor a new applicant for employment authorization for this position. **The… more
- Truist (Charlotte, NC)
- …review the following job description:** The Sports & Entertainment Group (SEG) Wealth Advisor Associate is responsible for partnering with the SEG Wealth Advisors in ... expanding solutions and products to existing SEG clients, marketing new products, securing new clients and ensuring...across Sports & Entertainment's three verticals and provides additional opportunity to grow the business and become a trusted… more
- M&T Bank (New York, NY)
- …growing (utilizing of a wide range of Wilmington Trust products and services) new and existing relationships and accountable for client growth and retention. Is ... closely with internal team members (Private Client Advisors, Private Banking and Fiduciary ) to support further growth of the organization's UHNW client segment,… more
- HUB International (Greensboro, NC)
- …events** + **The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!** + ... industry to include monitoring qualified plan investment products, mutual funds, new investment strategies and the ability to evaluate managers. + Provides… more
- M&T Bank (York, PA)
- …approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance from high net worth customer segment, ... primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based… more
- JPMorgan Chase (Miami, FL)
- …and banking capabilities. Part of our team of specialists, as the Wealth Advisor , through a comprehensive understanding of our clients' wealth and objectives, you ... identified and met. **Job Responsibilities:** + Serve as an advisor to clients on personal planning matters with respect...the bank to serve in a current or future fiduciary capacity; + Serve as a resource for international… more
- M&T Bank (New York, NY)
- **Overview:** Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an ... firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and… more
- Ally (Austin, TX)
- …so shouldn't your opportunities be, too? **The Opportunity ** The Senior Wealth Advisor works as a fiduciary , focusing on driving deeper and meaningful ... financial goals for today and tomorrow. The Sr. Wealth Advisor will do this by flawlessly executing upon our...zones At this time, Ally will not sponsor a new applicant for employment authorization for this position. **The… more
- JPMorgan Chase (Birmingham, MI)
- …of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Wealth Advisor ... wealth and objectives. **Job Responsibilities** + Serve as an advisor to clients on personal planning matters + Identify...the Bank to serve in a current or future fiduciary capacity + Serve as a resource for clients… more
- First National Bank of Omaha (Cheyenne, WY)
- …committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.** **Our Modern, Flexible ... on business needs. **Summary of the Job:** The Financial Advisor is a trusted advisor who will...referral sources to enable exposure and opportunities to develop new business and deepen relationships with existing customers. Achieve… more
- Berkshire Bank (Boston, MA)
- **Position** : VP, Wealth Advisor **Location** : Boston, MA **Division:** Asset Management **Department:** Berkshire Wealth Management **Reports to:** SVP, Wealth ... range of services to clients, including financial planning and fiduciary services. Should also enjoy and thrive in a...client accounts by nurturing client relationships and educating on new services and products. Meets regularly with clients and… more
- Berkshire Bank (Providence, RI)
- **Position** : VP, Investment Advisor & Financial Planner **Location** : Providence, RI **Division:** Asset Management **Department:** Berkshire Wealth Management ... of services to clients, including financial planning, investment advising, and fiduciary services. Thrives in a growth and mission-driven culture. **Key… more
