- Huntington National Bank (Fairlawn, OH)
- …Administration experience Preferred Qualifications: + Juris Doctor, Certified Trust and Fiduciary Advisor (CFTA) designation + Demonstrated success working with ... Description Summary: The Trust Advisor III, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total financial… more
- KeyBank (Brooklyn, OH)
- …CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Prior wealth management and trust (eg ... The ideal candidate has a functional knowledge of wealth management, trust/ fiduciary compliance laws and regulations, risks and supporting operational processes,… more
- KeyBank (Brooklyn, OH)
- …(Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Comprehensive knowledge of the operational, ... (eg - trust, private banking, securities/investment management) as well trust/ fiduciary related compliance, operations, and risk management strategies with respect… more
- PNC (Akron, OH)
- …have an opportunity to contribute to the company's success. As a Trust Real Estate Advisor II within PNC's Fiduciary organization, you may be based in Cleveland, ... of real estate activities in alignment with the banks fiduciary policies and procedures, to include such activities as:...hiring of contractors and agents. + Collaborates with AMG Fiduciary Counsel and Market Fiduciary Advisors and… more
- US Bank (Seven Hills, OH)
- …estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in ... business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships.… more
- KeyBank (Brooklyn, OH)
- …for a team of Officers, Analysts and/or Associates/Assistants. Fulfills fiduciary responsibilities of KeyBank by providing expert administration and counsel ... sales environment + Manages and promotes consistent integration of critical fiduciary processes and systems into the team to maximize resource utilization,… more
- Deloitte (Cincinnati, OH)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's degree in accounting,… more
- Deloitte (Cleveland, OH)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such… more
- Anywhere Real Estate (Cleveland, OH)
- …of accounts monthly and/or on an as needed basis. Exercises sound fiduciary judgment in recommending settlements, write off and negotiating partial payments with ... expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** -… more