- Wells Fargo (Palm Beach Gardens, FL)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Trust Advisor Working at Wells Fargo | Jobs and Careers at Wells ... aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty… more
- City National Bank (Wilmington, DE)
- … administration, tax, and wealth planning required. * Direct experience as a Trust Advisor , Trust Administrator, or Wealth Planner/Strategist preferred. * ... potential personal trust accounts. Confers with Regional Trust Managers, the Chief Fiduciary Officer, administrators,...review of life insurance policies held in ILITs. * Lead or assist projects and initiatives as set by… more
- NBT Bank (Manchester, NH)
- …and Investment Management accounts. Position will provide trust administration and fiduciary services for higher value clients. The advisor will provide ... Base Salary + Commission: $117,407.00 - $175,000.00 The Senior Trust Advisor will manage a portfolio of...and financial experience. + Minimum 8 years' experience in trust administration, estate planning or related fiduciary … more
- Bank OZK (Fort Lauderdale, FL)
- …level of customer service is established and maintained. + Assures delivery of quality fiduciary services to all clients of Trust and Wealth in assigned market. ... Responsible for developing, managing, and maintaining revenue generating investment and trust relationships and assists in the development of retirement planning and… more
- JPMorgan Chase (Southfield, MI)
- …Management** Critical to this role is that the individual be able to guide Trust Officers on questions concerning fiduciary matters as they arise and ensuring ... a fiduciary . **Responsibilities:** Technical and Risk Management + Analyze trust documents for legal, tax, administrative and investment issues and coordinate… more
- M&T Bank (Williamsport, PA)
- …or insurance sales experience providing investment, brokerage and/or insurance solutions, including trust / fiduciary experience FINRA Series 7, 63 and 65 or 66 ... Life/Variable Insurance (LAH) licenses **Education and Experience Preferred:** Previous trust / fiduciary product, Financial Planning, Managed Accounts or… more
- Thrivent Financial (Bismarck, ND)
- … Advisor meets the needs of clients as determined by the Lead Advisor while sometimes identifying client needs themselves. Their client responsibilities ... other decisions that affect client relationships, consulting with the Lead Advisor on complex decisions as needed....interpersonal skills, with the ability to build rapport and trust with clients + Proven track record of delivering… more
- BMO Financial Group (Los Angeles, CA)
- …assessment, and governance in a fiduciary context. Leadership & Team Development * Lead and mentor a team of trust real estate professionals, fostering a ... fiduciary standards and OCC regulations. Regulatory & Fiduciary Compliance * Ensure all trust real...* Serve as a subject matter expert and trusted advisor to senior management, trust officers, and… more
- Truist (Louisville, KY)
- …client service and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth...the corporation. + Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients… more
- M&T Bank (Rutland, VT)
- …Life/Variable Insurance (LAH) licenses **Education and Experience Preferred:** Previous trust / fiduciary product, Financial Planning, Managed Accounts, or ... **Overview:** Serves as an advisor to provide an advice-based approach to financial...primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver… more