- Comerica (Winston Salem, NC)
- Specialty Administration Trust Advisor I The Specialty Administration Trust Advisor I role will be responsible for providing advisory and administrative ... to internal and external clients for a variety of trust accounts. This role will be focused on the...of new business for both the Private Wealth and Advisor Solutions teams. Position Responsibilities: New Business and Ongoing… more
- Neuberger Berman (New York, NY)
- …compliance. The role requires a combination of deep technical expertise in IRA regulations, exceptional client and advisor -facing skills, and the ability ... The Head of IRA and Retirement Services is a senior role...drive innovation and process improvements. **Key Responsibilities:** Client and Advisor Support + Serve as the primary point of… more
- Regions Bank (Atlanta, GA)
- …Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities include ... (MBA) or Master of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP),… 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...conservatorships, personal trusts (inter vivos and testamentary), custody, agency, IRA , and other assigned accounts, handling complex situations. The… more
- Wells Fargo (Minneapolis, MN)
- …Individual Retirement Accounts ( IRA ) **About this role:** Wells Fargo is seeking a Trust Advisor - Lead Fiduciary Specialist Working at Wells Fargo | Jobs ... 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
- Commerce Bank (Leawood, KS)
- …relationships preferred + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment ... 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
- BMO Financial Group (WI)
- …7, 66 or 7,63+65 and Life and Health are Required for this role **Financial Advisor ** This role is accountable to invoke trust and build strong client ... Being the first point of client contact, the Financial Advisor 's core mandate is to provide investment recommendations based...and recognize when to provide clients advice + Builds trust and strong customer relationships by educating them on… more
- The Croghan Colonial Bank (Fremont, OH)
- …the complete administration and financial planning of relationships that include personal trust accounts, agencies, and IRA . Represents the bank through ... Wealth Management Advisor - Fremont, OH (full-time, on-site) - Who...for an assigned group of accounts that include personal trust accounts, agencies, and IRA . Complete the… more
- Commerce Bank (Wichita, KS)
- …relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial ... planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a… more
- Charles Schwab (Wilmington, DE)
- …fiduciary trust administration and investment management, directed trustee, trusteed IRA , administrative agency, trust reporting, and trust outsourcing. ... **Your opportunity** **Director, Trust Administration** Schwab's Personal Trust Services...or as directed trustee in partnership with RIAs through advisor services. + Act as a senior leader within… more