- Wells Fargo (Austin, TX)
- …Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the Personal ... **Desired Qualifications:** + Solid understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax … more
- KeyBank (Toledo, OH)
- …** Fiduciary Expertise** + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues. + Designs and delivers sophisticated ... strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance...bank. + Identifies and resolves potential trust and estate tax - related issues. + Applies sound fiduciary … more
- Wells Fargo (Palm Beach, FL)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and...HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust… more
- Deloitte (San Juan, PR)
- …Wealth practice! Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform ... during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability to perform job… more
- M&T Bank (Wilmington, DE)
- …the phone or in person with clients, advisors, and business partners. + Serve as fiduciary resource to Wealth Advisors and other internal partners. + Support the ... **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** +… more
- Edward Jones (Tempe, AZ)
- …organizations, and private foundations. **What You Will Do:** The Senior Trust Tax Officer is responsible for fiduciary tax return preparation, under ... early due to the volume of applicants. **Team Overview:** Wealth Management Advice and Solutions (WMAS) is responsible for...in preparation and review of trust income and estate tax returns required + Advanced knowledge of fiduciary… more
- Truist (Charlotte, NC)
- …relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, ... high-level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new clients by leveraging… more
- Edward Jones (Tempe, AZ)
- …**Team Overview:** Do you have a desire to be a part of the wealth management process? Do you have a strong background in financial planning and experience ... to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties,...put their clients first in everything they do. The Senior Planner will serve as a conduit between the… more
- M&T Bank (Burlington, VT)
- **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting ... the delivery of an integrated wealth management offering consistent with the individual financial goals...Manage book of accounts, comprised of significant and complex fiduciary relationships, consistent with all applicable laws, regulations and… more
- UMB Bank (Salem, OR)
- …execute on responsibilities to deliver unique asset administration services to Private Wealth Management clients. Primary focus will be on executing lower volume ... will manage accounts with a focus on client experience, the governing instruments, fiduciary laws, and bank policies and procedures. + You will work collaboratively… more
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