- NBT Bank (Manchester, NH)
- Base Salary + Commission: $117,407.00 - $175,000.00 The Senior Trust Advisor will manage a portfolio of critical accounts, including but not limited to; ... endowments, ERISA plans and Investment Management accounts. Position will provide trust administration and fiduciary services for higher value clients. The … more
- US Bank (St. Paul, MN)
- …discover what you excel at-all from Day One. **Job Description** Serves as a dedicated Trust Advisor for selected high net worth and ultra-high net worth clients ... a particular market or region. Works closely with other senior members of the relationship team to meet all...preferred such as JD, CPA, CTFA, CFP and/or national trust school graduate If there's anything we can do… more
- PNC (Vero Beach, FL)
- …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 in Vero Beach, ... for assigned accounts. Prepares and presents appropriate analysis and recommendations for senior management or committee review. Escalates problems to senior … more
- Commerce Bank (Kansas City, MO)
- …This compensation range is for the Investment Compliance Advisor I, II, III, and Senior - Trust job and contemplates a wide range of factors that are ... relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial… more
- Commerce Bank (Leawood, KS)
- …relationships preferred + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment ... on relevant experience, skills, and competencies.) Since 1906, Commerce Trust , a division of Commerce Bank, has been a...roles. This compensation range is for the Private Client Advisor I, II, III & Senior job… more
- ICF (Arlington, VA)
- Description **Customer Experience Senior Advisor ** @ ICF Next, we are fearless in finding new ways to solve problems, relentless in making sure it pays off for ... and outside of an organization? We're currently hiring a Customer Experience Senior Advisor to help build a cybersecurity-focused communication and engagement… more
- Wells Fargo (Las Vegas, NV)
- …Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the Personal ... Trust Market Service Team in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about the career areas and lines of… more
- City of New York (New York, NY)
- …Manage technical staff and consultants, including and in collaboration with the Trust 's Owner's Advisor and Owner's Representative teams. 6. Coordinate capital ... Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public...attending on-site meetings during all project phases, reporting to senior and executive leadership on the status of the… more
- M&T Bank (Vero Beach, FL)
- …industry including technical trust and planning experience CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills **Physical ... Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep… more
- BankFinancial (Downers Grove, IL)
- …(CTFA) and/or Certified Financial Planner certification (CFP) preferred. Keyword: Administrator, Senior Trust Administrator, Investment Services, Trust ... Primarily responsible for the proper and accurate administration of assigned trust and agency accounts, including contacting clients, attorneys and beneficiaries… more