- Fifth Third Bank, NA (Toledo, OH)
- …of trust administration, estate planning strategies, and income and estate tax matters Senior Trust Advisor LOCATION -- Toledo, Ohio 43604 Fifth Third ... a career in banking at Fifth Third Bank. GENERAL FUNCTION: + Serve as Trust Advisor for clients with more than $5MM in investable assets + Work with Private… more
- Truist (Dallas, TX)
- …Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet ... and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination,… 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 ... available to our high net worth clients. The Trust Advisor team serves as subject matter expert on probate estates, conservatorships, personal trusts (inter… more
- Regions Bank (Birmingham, AL)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust ... and its policies, procedures, compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on more complex… more
- Commerce Bank (Kansas City, MO)
- …for some roles. This compensation range is for the Investment Compliance Advisor - Trust I, II, III & Senior job and contemplates a wide range of factors ... relevant experience, skills, and competencies.) About This Job As a Trust Investment Compliance Advisor , you'll provide compliance advice to key players in the… more
- M&T Bank (Boston, MA)
- …MBA (Master's degree in Business Administration) Certified Financial Planner (CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) ... team of Wealth Advisors and for being a Wealth Advisor . Leads, hires, coaches and develops assigned team. Works...hires, coaches and develops assigned team. Works closely with senior management in managing the team. **Primary Responsibilities:** +… more
- M&T Bank (Wilmington, DE)
- …activities throughout the enterprise for their assigned area of responsibility. The Senior Compliance Advisor will help develop, implement, and execute strategy ... are completed in an accurate and timely manner. The Senior Compliance Advisor operates under the firm's...Provide compliance oversight, support and guidance for Wealth, Personal Trust and/or Private Banking products and personnel in accordance… more
- Axiom Space (Webster, TX)
- …foster possibilities beyond it. Our mission-driven team is seeking a bold and dynamic Senior Technical Advisor who is preoccupied with big questions: Where do we ... Our team is looking for an energetic and dynamic Senior Technical Advisor who will primarily be...- Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and principles; upholds… more
- ABBTECH Professional Resources, Inc. (Fort Meade, MD)
- …to meet the dynamic needs of the Senior Rep, the work of the Senior Advisor is expected to employ an array of executive-level skills and leverage experiences ... LCAT: Systems Engineer Expert// Senior Technical Advisor (Fort Meade) _This...strategies. + This role serves in a position of trust and must strongly protect sensitive insights and thus… more
- San Jose State University (San Jose, CA)
- Senior Academic Advisor (10 Positions) Apply now ... as requested and telecommute as scheduled) Job Summary The Senior Academic Advisor f will support the...conflict resolution, and decision making + Ability to stablish trust and a strong working relationship with college students… more
- FirstEnergy (Columbus, OH)
- …OH, with travel as needed, less than 20% of the time. The Sr. Advisor , State Government Affairs - Ohio is responsible for consulting with company experts to ... public policy issues that impact the company. The Sr. Advisor will interact with important stakeholders which influence public...and lead a team while promoting the values of trust and integrity. + Competence in using information technology… more
- M&T Bank (Wilmington, DE)
- …Minimum of 10 years' relevant experience Certified Financial Planner (CFP(R)), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) ... other internal client team members to serve the unique needs of Wilmington Trust 's ultra-high net worth (UHNW) clientele. Works closely with Wealth Advisors to… more
- Treasury, Departmental Offices (Washington, DC)
- …Offices, Domestic Finance-Financial Stability Oversight Council (FSOC or Council). As a Senior Policy Advisor , you will analyze the economic, financial, and ... digital assets, Treasury market resilience and other issues. Responsibilities As a Senior Policy Advisor , you will: Advise the Deputy Assistant Secretary… more
- Southern California Edison (Rosemead, CA)
- Job Description Join the Clean Energy Revolution Become an Enterprise Cybersecurity Senior Advisor at Southern California Edison (SCE) and build a better ... security controls across the enterprise. As an Enterprise Cybersecurity Senior Advisor , your work will help power...and mitigation strategies to reduce risk, and apply zero trust design principals for integrated solution designs to ensure… more
- The Croghan Colonial Bank (Maumee, OH)
- Senior Wealth Management Advisor & Financial Planner, Full-time (Maumee/Toledo, OH) - Job Summary - Responsible for the complete administration and financial ... planning of relationships that include personal trust accounts, agencies, and IRA. Represents the bank in...complete the responsibilities, duties, and terms of the governing trust document. Essential Job Duties - + Maintain primary… more
- Patent and Trademark Office (Alexandria, VA)
- …and analytical business processes. If this interests you, join USPTO as our next Senior Advisor for the OFMS! Responsibilities This role is the ideal next ... career step for you if: You can serve as the principal advisor to OCFO executive leadership about how information technology (IT) can best fulfill financial… more
- Southern California Edison (Westminster, CA)
- Job Description Join the Clean Energy Revolution Become a Cybersecurity OT Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In ... our OT assets from cyber threats. As a Cybersecurity Senior Advisor , your work will help power...and mitigation strategies to reduce risk, and apply zero trust design principals for integrated solution designs to ensure… more
- CIBC (Dundas, MN)
- …creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you'll expertly ... willing to obtain before your start date, the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities Institute (CSI). + **Values… more
- Environmental Protection Agency (Washington, DC)
- …by performing continual analysis on the OIG's financial position and serving as a senior advisor to the OIG leadership on tactical and strategic budget matters. ... highest salary (or grade/step) achieved. This is a Public Trust Position. Employment in this position requires a background...of all allocated federal funds. Serve as an expert advisor and is responsible for the proper and economic… more
- SAP (Newtown Square, PA)
- …for you to choose from. **North America Industry Executive Advisory** The Industry Advisor is a critical role supporting our North America business to grow sales ... multinational brands to digital disruptor start-ups. The Industry Executive Advisor provides industry perspective, strategic solution advice, and thought leadership… more