- Huntington National Bank (Cincinnati, OH)
- 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 ... Administration experience Preferred Qualifications: + Juris Doctor, Certified Trust and Fiduciary Advisor (CFTA) designation + Demonstrated success working with… 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 ... management solutions for a portfolio of relationships comprised of fiduciary , investment management, and custody clients, and in their...roles. This compensation range is for the Private Client Advisor II & III job and contemplates… more
- Commerce Bank (St. Louis, MO)
- …of the compensation range for some roles. This compensation range is for the Estate Settlement Advisor I & II - CTC job and contemplates a wide range of factors ... This Job The main purpose of the Estate Settlement Advisor (ESA) is to serve our clients and partner...Experience working with high-net-worth clients in an advisory and fiduciary perspective preferred + Certified Financial Planner (CFP) and/or… more
- Commerce Bank (Kansas City, MO)
- …the compensation range for some roles. This compensation range is for the Investment Compliance Advisor I, II , III, and Senior - Trust job and contemplates a ... required + General trust or banking experience preferred + Certified Fiduciary Investment Risk Specialist ("CFIRS") or related certifications, or admission to… more
- Truist (Atlanta, GA)
- …of America) **Please review the following job description:** Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high ... net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the...previous banking or other financial institutional experience 2. Strong fiduciary and investment management knowledge 3. For specialty support… more
- Truist (Miami, FL)
- …of America) **Please review the following job description:** Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high ... net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the...previous banking or other financial institutional experience + Strong fiduciary and investment management knowledge + For specialty support… more
- Comerica (Dallas, TX)
- Job Description Trust Administrator IIThe Trust Administrator II role will be responsible for serving as a relationship manager to most routine and standard client ... routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various...all other organization required compliance training. Stays current on fiduciary /tax/legal changes that effect a client's wealth plan or… more
- CIBC (Chicago, IL)
- …while building an appropriate balance between high-touch client service and our fiduciary responsibility to protect CIBC, our clients, and our shareholders from ... of innovation and excellence. + Stakeholder Engagement: - Act as a key advisor to senior management on technology strategy and initiatives. - Communicate complex… more