- Truist (Charlotte, NC)
- …Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration . 2. Strong knowledge of estate planning, fiduciary and ... and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial… more
- Comerica (Winston Salem, NC)
- Specialty Administration Trust Advisor I The Specialty Administration Trust Advisor I role will be responsible for providing advisory and ... accounts are of a highly technical nature, and their administration is specialized, requiring knowledge of trust ,...of new business for both the Private Wealth and Advisor Solutions teams. Position Responsibilities: New Business and Ongoing… more
- Comerica (Dallas, TX)
- Trust Advisor III Comerica Advisor...allows clients to take advantage of Comerica Bank & Trust , NA's professional trust administration ... Advisor , delivered through a customized, service-driven model. The Trust Advisor III in our Comerica ...income or principal, ensures all tax codes and account administration codes are accurate and oversees tax reporting activities,… more
- Regions Bank (Atlanta, GA)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust ... accounting or related field + Eight (8) years of Trust Administration , Estate/Tax Law, Financial Planning or...Master of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial… more
- NBT Bank (Manchester, NH)
- Base Salary + Commission: $117,407.00 - $175,000.00 The Senior Trust Advisor will manage a portfolio of critical accounts, including but not limited to; trusts, ... ERISA plans and Investment Management accounts. Position will provide trust administration and fiduciary services for higher... and fiduciary services for higher value clients. The advisor will provide guidance and direction to staff on… more
- Comerica (Wilmington, DE)
- Trust Advisor IV - Ultra High Net...allows clients to take advantage of Comerica Bank & Trust , NA's professional trust administration capabilities, ... Advisor , delivered through a customized, service-driven model. The Trust Advisor IV in our Advisor...income or principal, ensures all tax codes and account administration codes are accurate and oversees tax reporting activities,… more
- Comerica (Wilmington, DE)
- Trust Advisor I- Comerica Advisor...allows clients to take advantage of Comerica Bank - Trust , NA's professional trust administration ... Advisor , delivered through a customized, service-driven model. The Trust Advisor I role will be responsible...income or principal, ensures all tax codes and account administration codes are accurate and oversees tax reporting activities,… 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...products services + 3 or more years experience in Trust Administration , problem solving and dispute resolution… more
- Wells Fargo (Minneapolis, MN)
- …variety of banking and fiduciary topics including investment management, general trust administration , specialty trusts, custody, tax, specialty assets, ... Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Trust Advisor - Lead Fiduciary Specialist Working at Wells Fargo |… 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 ... upstate New York legacy of Canandaigua National Bank & Trust by providing a higher level of personal service,...personal service that builds long-term relationships. As a Wealth Advisor II of CNTF you will: + Provide wealth… more