- Comerica (Charlotte, NC)
- Job Description Senior Wealth Advisor As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client ... a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals… more
- UMB Bank (Rust, MI)
- …takes a holistic and collaborative approach to advise our clients on the investment plan that makes the most sense for their personal financial goals. The ... company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship...to the directives in the will, trust document or investment management, IRA or custody agreement as well as… more
- Wells Fargo (Dallas, TX)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist ... guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty… more
- Truist (Philadelphia, PA)
- …years of investment experience, which should include experience as an investment advisor , portfolio manager, or other investment -related activities with ... partner in new business development and acts as a primary source for investment communication. Assists the Wealth Advisor in acquiring Reserve and GenSpring… more
- Comerica (Bloomfield Hills, MI)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall ... a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals… more
- Southern California Edison (Pomona, CA)
- Join the Clean Energy Revolution Become a Distribution/Vegetation Management Asset Strategy Senior Advisor at Southern California Edison (SCE) and build a better ... Plan, and Risk Assessment Mitigation Phase. As a Distribution/Vegetation Management Asset Strategy Senior Advisor , your work will help power our planet, reduce… more
- Amentum (Alexandria, VA)
- …evolving and dynamic needs. Amentum is looking for a TOP SECRET-cleared foreign investment risk management SME to support the US Department of Defense. This SME ... investments subject to review by the Committee on Foreign Investment in the United States (CFIUS) and Team Telecom....This SME, in the role of Global Investments Strategic Advisor , will help lead a team of CFIUS and… more
- Robert Half Finance & Accounting (CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Wealth Advisor at a RIA. This is a full-time permanent role based in ... and competitive perks. Responsibilities: + Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and … more
- Combined Jewish Philanthropies (Boston, MA)
- …people, resources, and skills that make a bigger difference locally and globally. ** Senior Director of Donor Advised Funds and Investment Partners** will report ... team, respond to complex, difficult or high urgency DAF advisor needs and inquiries. + Create and staff a...part of a team. + Ability to work with senior volunteer leaders, outside consultants, investment managers,… more
- Citigroup (Boca Raton, FL)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.)… more