- Columbia Bank (Santa Rosa, CA)
- …CWS, CEPA, or AIF, required. + 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor ... business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team structure to… more
- Truist (Silver Spring, MD)
- …Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life ... profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment… more
- UMB Bank (Phoenix, AZ)
- …or combination of education and experience that provide an equivalent background. + You hold a Certified Trust and Financial Advisor (CTFA) or Certified ... plan that makes the most sense for their personal financial goals. The Wealth Management department is important to...company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship… more
- M&T Bank (Wilmington, DE)
- …as JD (Juris Doctor) CFP ( Certified Financial Planner) and/or CTFA ( Certified Trust & Financial Advisor ) certification Minimum of 4 years' experience ... in financial services industry Minimum of 3 years' supervisory or project management leadership experience Proven experience leading and developing a unique team Ability to work under time constraints Knowledge of Bank systems Knowledge of Bank culture… more
- Regions Bank (St. Petersburg, FL)
- …+ Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment ... **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust,...Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist… more
- Regions Bank (Orlando, FL)
- …+ Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment ... **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust,...Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist… more
- M&T Bank (Paramus, NJ)
- …and Experience Preferred:** CFP ( Certified Financial Planner) and/or CTFA ( Certified Trust & Financial Advisor ) certification Exposure to and ... as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business partners in process workflow… more
- M&T Bank (Wilmington, DE)
- …Finance, Accounting or Statistics Certified Financial Planner (CFP) and/or Certified Trust & Financial Advisor (CTFA) designation Minimum of 5 ... Required:** Bachelor's Degree and a minimum of 3 years' financial services work experience, OR in lieu of a...and/or work experience, including a minimum of 3 years' financial services work experience Demonstrated success operating in a… more
- Truist (Atlanta, GA)
- … Certified Financial Planner, Certified Public Accountant, and Certified Trust and Financial Advisor . **General Description of Available Benefits ... training. + Six or more years of experience in analytical role within financial services industry or other related. business, and/or have participated in an… more
- JPMorgan Chase (Houston, TX)
- …account administration. + Advanced degree such as JD, industry certification such as Certified Trust and Financial Advisor (CTFA) or paralegal certificate, ... client's other advisors (attorney, accountant); highly respected by external professional advisor community. + Develop, retain and deepen client relationships. +… more