• Wealth Advisor

    UMB Bank (Kansas City, MO)
    …Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that ... is one of the many reasons why our clients trust us. We get to know them - we...Management, your story is our focus. As the **Wealth Advisor ** , you will lead a highly integrated team-based… more
    UMB Bank (12/30/25)
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  • Estate Settlement Advisor - Commerce…

    Commerce Bank (St. Louis, MO)
    …relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial ... estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means...This Job The main purpose of the Estate Settlement Advisor (ESA) is to serve our clients and partner… more
    Commerce Bank (12/23/25)
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  • Premier Advisor or Banker

    Truist (College Park, MD)
    …Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), ... profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset… more
    Truist (12/26/25)
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  • Senior Trust Officer - Senior Fiduciary…

    Wells Fargo (Winston Salem, NC)
    …Trust Officer (Senior Fiduciary Specialist) on the Personal Market Service Team in Trust Client & Advisor Services as part of Wealth and Investment ... 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 (12/20/25)
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  • Trust Market Manager

    Columbia Bank (UT)
    …**About** **You:** + Bachelor's Degreeor equivalent work experience, preferred + Certified Trust and Financial Advisor (CTFA) designation or JD degree, preferred ... role you will be responsible for directing the assigned trust office with the objective to achieve office goals,...manner consistent with the values and interests of Columbia Trust Company. The Trust Market Manager has… more
    Columbia Bank (12/23/25)
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  • Senior Trust Officer

    M&T Bank (Washington, DC)
    …industry including technical trust and planning experience CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills **Physical ... Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep… more
    M&T Bank (12/13/25)
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  • Compliance Officer - Wealth Management…

    KeyBank (Brooklyn, OH)
    …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
    KeyBank (12/09/25)
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  • Compliance Business Oversight Manager - Fiduciary…

    TD Bank (Portland, ME)
    …preferred such as Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the ... Comptroller of Currency (OCC) governance including fiduciary and investment handbooks.** + **Knowledge and experience within compliance or audit, legal and regulatory environment, enterprise governance framework, products and services, policies, standards,… more
    TD Bank (11/26/25)
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  • Key Private Bank Senior Portfolio Strategist

    KeyBank (Pepper Pike, OH)
    …and strategies to actualize client aspirations and further position Key as the client's trust advisor . + Interfaces with other Wealth Segment advisors and sales ... the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position… more
    KeyBank (12/11/25)
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  • Fiduciary Support Specialist II

    Truist (Raleigh, NC)
    …1. Undergraduate degree 2. Trust School graduate 3. Certified Financial Trust Advisor (CFTA) **General Description of Available Benefits for Eligible ... to the real estate, closely held business, and mineral/oil/gas portfolio of trust owned assets. Provide administrative and operational support to Privately Held… more
    Truist (11/22/25)
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