- Regions Bank (Little Rock, AR)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust ... (MBA) or Master of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP),… more
- Regions Bank (Houston, TX)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust ... (MBA) or Master of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP),… more
- Commerce Bank (St. Louis, MO)
- …and financial planning required + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment to work ... on relevant experience, skills, and competencies.) Since 1906, Commerce Trust , a division of Commerce Bank, has been a...$57 billion in total client assets. The Private Client Advisor "PCA" is accountable for the delivery of comprehensive… more
- PNC (Troy, MI)
- …valued and have an opportunity to contribute to the company's success. As a Trust Real Estate Advisor I within PNC's Fiduciary organization, you will be ... in STEM OPT for this position. **Job Description** + Manages all assigned trust owned real estate assets, which will include moderately complex beneficiary occupied… more
- Regions Bank (Orlando, FL)
- …the system. **Job Description:** At Regions, the Philanthropic Solutions (PS) Advisor advises individuals, families and institutions to achieve their charitable ... mission. The PS Advisor acquires clients, retains and develops relationships and associated...**Requirements** + Bachelor's degree with six (6) years of Trust or related experience, preferably in Endowments, Foundations, or… more
- Regions Bank (Jackson, MS)
- …the system. **Job Description:** At Regions, the Philanthropic Solutions (PS) Advisor advises individuals, families and institutions to achieve their charitable ... mission. The PS Advisor acquires clients, retains and develops relationships and associated...**Requirements** + Bachelor's degree with three (3) years of Trust or related experience, preferably in Endowments, Foundations, or… more
- Truist (Nashville, TN)
- …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
- Oracle (Concord, NH)
- …Responsibilities: . Customer Advocacy & Executive Engagement o Serve as a trusted advisor to CISOs and other security executives in all industry sectors across ... Transparency & Messaging o Contribute to the content and evolution of Oracle's Trust Center and thought leadership platforms o Work with engineering and field teams… more
- Truist (Atlanta, GA)
- …and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial ... tax, financial, estate planning, and banking goals and objectives. 4. Ensures trust administrative duties are completed in an effective and efficient manner. These… more
- UMB Bank (Dubuque, IA)
- …Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that ... is one of the many reasons why our clients trust us. We get to know them - we...your story is our focus. As the **Sr. Wealth Advisor ** , you will lead a highly integrated team-based… more
- UMB Bank (Kansas City, MO)
- …Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that ... is one of the many reasons why our clients trust us. We get to know them - we...Management, your story is our focus. As the **Wealth Advisor ** , you will lead a highly integrated team-based… more
- Commerce Bank (St. Louis, MO)
- …relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial ... estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means...This Job The main purpose of the Estate Settlement Advisor (ESA) is to serve our clients and partner… more
- Truist (College Park, MD)
- …Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), ... profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset… more
- Wells Fargo (Winston Salem, NC)
- …Trust Officer (Senior Fiduciary Specialist) on the Personal Market Service Team in Trust Client & Advisor Services as part of Wealth and Investment ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research,… more
- Columbia Bank (UT)
- …**About** **You:** + Bachelor's Degreeor equivalent work experience, preferred + Certified Trust and Financial Advisor (CTFA) designation or JD degree, preferred ... role you will be responsible for directing the assigned trust office with the objective to achieve office goals,...manner consistent with the values and interests of Columbia Trust Company. The Trust Market Manager has… more
- M&T Bank (Washington, DC)
- …industry including technical trust and planning experience CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills **Physical ... Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep… more
- KeyBank (Brooklyn, OH)
- …compliance (eg - CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Prior wealth management ... The ideal candidate has a functional knowledge of wealth management, trust /fiduciary compliance laws and regulations, risks and supporting operational processes,… more
- KeyBank (Pepper Pike, OH)
- …and strategies to actualize client aspirations and further position Key as the client's trust advisor . + Interfaces with other Wealth Segment advisors and sales ... the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position… more
- Truist (Raleigh, NC)
- …1. Undergraduate degree 2. Trust School graduate 3. Certified Financial Trust Advisor (CFTA) **General Description of Available Benefits for Eligible ... to the real estate, closely held business, and mineral/oil/gas portfolio of trust owned assets. Provide administrative and operational support to Privately Held… more
- KeyBank (Cleveland, OH)
- …strategies to actualize client aspirations and further position Key as the client's trust advisor . Interfaces with other Wealth Segment advisors and sales team ... the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position… more