- Regions Bank (Hoover, AL)
- …Master of Business Administration (MBA) + Or Certified Public Accountant (CPA), Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ... or Master of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), ...Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited… more
- Truist (Norcross, GA)
- …Chartered Financial Analyst (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter ... profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset… more
- Huntington National Bank (Fairlawn, OH)
- …to complex Trust Administration experience Preferred Qualifications: + Juris Doctor, Certified Trust and Fiduciary Advisor (CFTA) designation + Demonstrated ... 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
- Southern States Cooperative, Inc (Ranson, WV)
- …following, or ability to obtain: Commercial Driver's License, Commercial Pesticide Applicator License, Certified Crop Advisor , Certified Feed Advisor ... License Requirements: + This position requires the safe operation of a motor vehicle to perform essential job functions and mandatory compliance with the SSC motor vehicle safety policy + Able to effectively apply knowledge of a variety of seed, fertilizer,… more
- Regions Bank (Knoxville, TN)
- …Investment or related experience + Or Certified Public Accountant (CPA), Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ... Reviews for clients in conjunction with the assigned Trust or Wealth Advisor + Supplies Portfolio Manager with documentation of non-standard asset reviews for… more
- Comerica (Farmington Hills, MI)
- …preferred + CGEIT preferred + CIA ( Certified Internal Auditor) + CISA ( Certified Information Security Advisor ) + CISSP ( Certified Information Systems ... Security Professional) About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward… more
- Huron Consulting Group (NC)
- …of the following certifications: such as Certified Turnaround Professional (CTP), Certified Insolvency and Restructuring Advisor (CIRA), Certified Public ... Accountant (CPA), or Chartered Financial Analyst (CFA) The estimated base salary range for this job is $120,000 - $160,000. The range represents a good faith estimate of the range that Huron reasonably expects to pay for this job at the time of the job… more
- Huron Consulting Group (Houston, TX)
- …or more of the following certifications: Certified Turnaround Professional (CTP), Certified Insolvency and Restructuring Advisor (CIRA), Certified Public ... Accountant (CPA), or Chartered Financial Analyst (CFA) The estimated base salary range for this job is $165,000 - $215,000. The range represents a good faith estimate of the range that Huron reasonably expects to pay for this job at the time of the job… more
- Thrivent Financial (Appleton, WI)
- …related field. + Advanced training in trust operations, administration or related fields, Certified Trust and Fiduciary Advisor (CTFA) or Certified ... Securities Operations Professional (CSOP) designations desirable. + Demonstrated knowledge or experience with trust accounting or trust accounting systems. Additional Information + This position allows a flexible work arrangement meaning you may work on-site… more
- Capital One (New York, NY)
- AML Compliance Advisor Senior Manager Capital One is seeking a Senior Manager AML Compliance Advisor to develop and lead a newly created "Know Your Partner" ... To develop and maintain this program, the Senior Manager AML Compliance Advisor will be establishing KYP requirements, ongoing coordination with first line to… more