- PNC (Pittsburgh, PA)
- …respected, valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor Sr within PNC's Fiduciary organization, you will be ... be performed remotely, at the manager's discretion. **Job Description** + Engages in fiduciary decision-making by executing the terms of any plan or document in… more
- Wells Fargo (Minneapolis, MN)
- …operate within a fast-paced environment + JD and/or Certified Trust and Fiduciary Advisor designation (CTFA) preferred + Collaborate effectively with ... (recommending streamlining section) Wells Fargo is seeking a Senior Trust Advisor (Senior Lead Fiduciary Specialist) to join the Trust Services team as part of… more
- Wells Fargo (Minneapolis, MN)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Trust Advisor - Lead Fiduciary Specialist Working at Wells Fargo | Jobs and ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Truist (Orlando, FL)
- …position. Preference is to be located within the Truist geography. The Wealth Fiduciary Account Opening directly oversees and is responsible for all facets for ... onboarding new fiduciary business, including account paperwork production and acceptance, coding...to completion. Responsible and accountable for the most complex fiduciary matters, as well as giving advice to client-facing… more
- Tompkins Community Bank (Ithaca, NY)
- …at least three (3) days per week . As a member of the Tompkins Financial Advisor 's Fiduciary Team, the individual in this role will prepare detailed fiduciary ... are essential for this role. Responsibilities + Independent Preparation of Fiduciary Accountings + Accuracy and Compliance: Ensure accountings are prepared… more
- Regions Bank (Orlando, FL)
- …of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment ... of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and… more
- Commerce Bank (Wichita, KS)
- …financial planning preferred + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment to work ... Trust administers over $57 billion in total client assets. The Private Client Advisor "PCA" is accountable for the delivery of comprehensive advice and customized… more
- Huntington National Bank (Cincinnati, OH)
- …Administration experience Preferred Qualifications: + Juris Doctor, Certified Trust and Fiduciary Advisor (CFTA) designation + Demonstrated success working with ... Description Summary: The Trust Advisor II, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total financial… more
- PNC (Louisville, KY)
- …for an IMA Book of business, and will also partner and support a Fiduciary Advisor responsible for managing a Trust book, and will involve policy/procedure ... administrative activities under the direction and oversight of an Investment Advisor and Fiduciary Advisor . Executes activities required by PNC or governing… more
- Wells Fargo (Philadelphia, PA)
- …Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking a Trust Officer - Fiduciary Specialist in Trust Client & Advisor Services as part of Wealth ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
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