- Truist (Atlanta, GA)
- …Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration . 2. Strong knowledge of estate planning, fiduciary and ... and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial… more
- Comerica (Wilmington, DE)
- Job Description Trust Advisor III Comerica Advisor SolutionsOur Strategic Alliance is a professional collaboration between two great financial firms. Our ... allows clients to take advantage of Comerica Bank & Trust , NA's professional trust administration ...Advisor , delivered through a customized, service-driven model. The Trust Advisor III in our Comerica … more
- Regions Bank (Atlanta, GA)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust ... accounting or related field + Eight (8) years of Trust Administration , Estate/Tax Law, Financial Planning or...Master of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial… more
- UMB Bank (Chandler, AZ)
- …it provides another opportunity for the company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship team that is ... available to our high net worth clients. The Trust Advisor team serves as subject matter...+ You have 10 or more years' experience in Trust Administration , problem solving and dispute resolution… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust (Senior Lead Fiduciary Advisory Specialist (LO)) responsible ... with internal and external partners (ie care managers). The advisor offers knowledge of state and federal benefit programs,...Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts;… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Senior Trust Advisor (Senior Lead Fiduciary Specialist) to join the Trust Services team as part of Wealth and ... Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts...operate within a fast-paced environment + JD and/or Certified Trust and Fiduciary Advisor designation (CTFA) preferred… more
- Comerica (New York, NY)
- Job Description Trust Advisor I - Special Needs SolutionsThe Trust Advisor I role serves as a relationship manager to more routine and standard ... as an account administrator in a specific area of expertise to include trust administration or investments in a client service capacity + 5 years of experience… more
- Commerce Bank (St. Louis, MO)
- …financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means ... skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management...This Job The main purpose of the Estate Settlement Advisor (ESA) is to serve our clients and partner… more
- Wells Fargo (Minneapolis, MN)
- …variety of banking and fiduciary topics including investment management, general trust administration , specialty trusts, custody, tax, specialty assets, ... Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Trust Advisor - Lead Fiduciary Specialist Working at Wells Fargo |… more
- Commerce Bank (Kansas City, MO)
- …financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means ... 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… more