• Trust Investment Officer

    Raymond James Financial, Inc. (St. Petersburg, FL)
    … of trust accounts as needed * Attends and presents at monthly Trust Investment Committee meeting. * Ensures portfolios are compliant with company policies ... and securities industry operations. * Various security types. * Investment management concepts as they pertain to trust... Investment management concepts as they pertain to trust accounts. **Skill in:** * Preparing and delivering written… more
    Raymond James Financial, Inc. (05/16/25)
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  • Wealth Management Solutions, Trust…

    JPMorgan Chase (Miami, FL)
    …of estates or terminating includable trusts. You will analyze Wills and trust documents, make recommendations, oversee investment decisions, work with Tax ... trust . Job Responsibilities: * Analyze Wills and trust documents for legal, tax, administrative and investment... trust documents for legal, tax, administrative and investment issues and coordinate delivery of services * Make… more
    JPMorgan Chase (07/19/25)
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  • Private Wealth Management Trust Advisor

    Regions Bank (Orlando, FL)
    … Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities include ... opportunities + Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment … more
    Regions Bank (06/21/25)
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  • Trust Officer II (TO II)

    Bank of America (Jacksonville, FL)
    …where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews + Supports investment management accounts including the ... Trust Officer II (TO II) Jacksonville, Florida **To...assigned. The role will have responsibilities including both ongoing administration/ investment and deepening of existing relationships with the following… more
    Bank of America (05/31/25)
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  • Senior Trust Officer

    M&T Bank (Vero Beach, FL)
    …expanding, and retaining client relationships including building a significant level of trust with clients Good investment knowledge of asset allocation ... Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep… more
    M&T Bank (07/24/25)
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  • Investment Manager II

    Truist (Tampa, FL)
    …5. Manage the daily trading activities in discretionary, non-discretionary, and trust -based portfolios 6. Implement investment recommendations and transition new ... States of America) **Please review the following job description:** The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth Advisors to… more
    Truist (07/19/25)
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  • KPB Sr Relationship Manager

    KeyBank (Naples, FL)
    …financial goals. Leads, coordinates, and assembles the extended advisory team, including trust , investment and planning strategists, based on complexity of the ... clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client… more
    KeyBank (05/05/25)
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  • Trust Officer - Fiduciary Specialist

    Wells Fargo (Palm Beach, FL)
    …provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, ... 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
    Wells Fargo (07/18/25)
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  • Private Wealth Management Wealth Advisor

    Regions Bank (Sarasota, FL)
    …years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management + Or High School Diploma or ... of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management **Skills and Competencies** +… more
    Regions Bank (07/15/25)
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  • Fiduciary Support Specialist II (Winter Park, FL.)

    Truist (Winter Park, FL)
    …1. 3+ years in the role as a Fiduciary Support Specialist, trust experience, investment , banking or financial planning-related client service experience, ... days a week* Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of affluent clients.… more
    Truist (07/23/25)
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