- 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 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
- PNC (Pittsburgh, PA)
- …valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within PNC's Private Bank organization, you will be based ... Philadelphia, PA. This risk and compliance oriented role is responsible for the fiduciary management of existing, complex fiduciary accounts which PNC serves as… more
- KeyBank (Amherst, NY)
- …(Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Comprehensive knowledge of the operational, ... collaboration with other members of REA team on projects and testing. The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management… more
- KeyBank (Brooklyn, OH)
- …CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Prior wealth management and trust (eg ... The ideal candidate has a functional knowledge of wealth management, trust/ fiduciary compliance laws and regulations, risks and supporting operational processes,… more
- Truist (Richmond, VA)
- …travel, occasionally overnight. **Preferred Qualifications** + Wealth management, brokerage, advisor and/or fiduciary experience **General Description of ... America) **Please review the following job description:** The Business Unit Risk Advisor I engages with Business Unit leadership, primarily within Truist Wealth… more
- BankFinancial (Downers Grove, IL)
- …computer and Microsoft Office skills. Licenses/Certificates/Registrations Certified Trust and Fiduciary Advisor certification (CTFA) and/or Certified Financial ... reviews and resolves breaches by the review deadline. + Make recommendations for fiduciary approval by the SVP Trust and Investment Services Manager or the Trust… more
- Charles Schwab (San Diego, CA)
- …a Sr . Manager, Sr . Wealth Advisor . Sr . Manager, Sr . Wealth Advisors work as a fiduciary within Schwab Wealth Advisory, Inc. ("SWAI"), a ... products to meet income generation, risk mitigation, and liquidity needs. As a Sr . Manager, Sr . Wealth Advisor , you will work with clients to build a… more
- Thrivent Financial (Appleton, WI)
- …high-touch client service while fulfilling fiduciary duties. As a trusted advisor , the Senior Personal Trust Officer builds lasting relationships with ... help them live the life they want today-and tomorrow. Job Summary The Senior Personal Trust Officer is responsible for the comprehensive administration of a… more
- Robert Half Finance & Accounting (Boston, MA)
- …Our client, a well-established private equity firm, is seeking a Tax Associate or Sr . Tax Associate to sit in their dedicated Family Office in Boston, MA. This ... office 2-3 day per month on average. Position Summary: The Family Office Advisor will be responsible for the day-to-day administration and execution of services… more
- Charles Schwab (Phoenix, AZ)
- …us "challenge the status quo" and transform the finance industry together. As a Sr . Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining ... will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.… more