- Atria Wealth Solutions (Sandusky, MI)
- …Through its relationship with Sorrento Pacific Financial, LLC (SPF), Thumb Bank & Trust is seeking a Financial Advisor to provide retirement and investment ... in and around our service area. Thumb Bank & Trust has been providing customers with outstanding service since...investment program necessitates the need to add a Financial Advisor to the established program. As a Financial … more
- Rapid Finance (Bethesda, MD)
- …are looking to start or continue to grow a thriving career in B2B sales. Build Trust : Become a trusted advisor to your clients through the delivery of ... sales team and we are now recruiting for Business Advisor training classes. A Business Advisor is...+ You're able to quickly build rapport, earn the trust of your clients and keep them coming back… more
- KeyBank (Amherst, NY)
- …(eg - CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Comprehensive knowledge of ... execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional activities. Individuals lead the… more
- KeyBank (Amherst, NY)
- …compliance (eg - CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Prior wealth management ... The ideal candidate has a functional knowledge of wealth management, trust /fiduciary compliance laws and regulations, risks and supporting operational processes,… more
- M&T Bank (Wilmington, DE)
- …including technical trust and planning experience CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills **\#LI-LA1** ... Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep… more
- Columbia Bank (South Jordan, UT)
- …**About** **You:** + Bachelor's Degreeor equivalent work experience, preferred + Certified Trust and Financial Advisor (CTFA) designation or JD degree, preferred ... Trust Market Manager Wealth Management South Jordan, Utah...achieve this through the dedication of ourassociates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships,… more
- M&T Bank (Wilmington, DE)
- …industry including technical trust and planning experience CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills **Physical ... relationships. **Primary Responsibilities:** + Administer assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising… more
- Thrivent Financial (Appleton, WI)
- …training in trust operations, administration or related fields, Certified Trust and Fiduciary Advisor (CTFA) or Certified Securities Operations Professional ... live the life they want today-and tomorrow. Job Summary The Trust Administration Specialist is primarily responsible for managing account administration processes… more
- Comerica (Dallas, TX)
- …base and deepen relationships. Develop strategy for sales professionals to sell trust products through advisor channels, regional partner channels, corporate ... Job Description National Trust Sales Manager The Trust Sales Manager is responsible for new client acquisition results across multiple businesses and client… more
- KeyBank (NY)
- …certifications such as CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar. + Experience in wealth ... Road, Brooklyn Ohio **About the Job** The Sr. Compliance Manager - Trust & Fiduciary is responsible for leading and executing independent compliance oversight… more