- Wells Fargo (Minneapolis, MN)
- …role:** (recommending streamlining section) Wells Fargo is seeking a Senior Trust Advisor ( Senior Lead Fiduciary Specialist) to join the Trust Services ... team as part of Wealth and Investment Management. Trust advisors discuss the needs...a fast-paced environment + JD and/or Certified Trust and Fiduciary Advisor designation (CTFA) preferred + Collaborate… more
- Wells Fargo (Philadelphia, PA)
- …Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the Personal ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty...Trust Market Service Team in Trust Client & Advisor Services as part of Wealth and… more
- Wells Fargo (Winston Salem, NC)
- …this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth 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 (Philadelphia, PA)
- …mentioned below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and ... review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as… more
- M&T Bank (Los Angeles, CA)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals...for growth and retention of that client base. The Wealth Advisor is focused on the profitable… more
- M&T Bank (Rochester, NY)
- **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
- Truist (Greenville, SC)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
- Truist (Greenwich, CT)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
- UMB Bank (Leawood, KS)
- …skills. + You show exceptional written communication and presentation skills. + Youshow wealth advisor sales skills with acumen to close new business. + ... team** serves to manage, protect and grow. As a fiduciary , we deliver financial outcomes for our clients through...segments within the practice. You will serve as the senior mentor for other wealth advisors on… more
- Wells Fargo (Charlotte, NC)
- …a Senior Lead Trust Advisor - Special Needs Trust ( Senior Lead Fiduciary Advisory Specialist (LO)) responsible for offering personalized advice and ... wealth management related to Special Needs Trusts for HNW...with internal and external partners (ie care managers). The advisor offers knowledge of state and federal benefit programs,… more
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