- Truist (Mclean, VA)
- …issues and trends most important to the legal community. ESSENTIAL DUTIES AND RESPONSIBILITIES ( Legal Wealth Advisor II ) Following is a summary of ... (United States of America) **Please review the following job description:** A Legal Wealth Advisor 2 is responsible for origination and on-going management… 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 ... of personal service that builds long-term relationships. As a Wealth Advisor II of CNTF...responsibility for the administration and discharge of the bank's legal /fiduciary responsibility for all assigned trust and estate accounts.… more
- Truist (Miami, FL)
- …of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth wealth clients. Responsible for developing ... and through delivery of the full suite of Truist Wealth solutions. Leverage the Truist referral network to generate...team * Stays updated and abreast of changing economic, legal , financial planning, investment trends and general market and… more
- Citizens (Fall River, MA)
- …support to successfully pass your Series 7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue ... Description If you're passionate about a career in Wealth Management, Citizens Securities, Inc. is hiring for...Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality investment… more
- S&P Global (New York, NY)
- …procedures and related trainings. Additionally, you will support the wider Ratings Legal & Regulatory team on specific activities, such as: + Preparing presentations ... and the internal control assessment process for the Ratings Legal & Regulatory Affairs function, as well as the...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Comerica (Palm Beach Gardens, FL)
- …completing all other organization required compliance training. * Stays current on fiduciary/tax/ legal changes that effect a client's wealth plan or ... Trust Administrator II The Trust Administrator II role...routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various… more
- First Horizon Bank (Boca Raton, FL)
- …other departments and fulfills cross-sell opportunities. + Acts as a financial advisor by educating the customer about financial strategies (eg Financial planning, ... and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and… more
- BankFinancial (Downers Grove, IL)
- …and trust beneficiaries to discuss their needs and the benefits of using our Wealth Management Services. + Maintains knowledge of the Onesource Trust Tax system and ... and estates including general understanding of fiduciary products including grasp of legal , tax and investment concepts. + High degree of accuracy with attention… more
- Truist (Owings Mills, MD)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... allocation objectives and policies. 3. Keep abreast of changing economic, legal , financial planning, investment trends and general market and business issues… more
- S&P Global (New York, NY)
- …members are not always direct reports. + Be a trusted partner and strategic advisor to the commercial team to help enhance our operational effectiveness and ensure ... and services changes. These teams include, among many, the Legal , Finance, Commercial Contract Support (CCS), Order Management (OM)...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more