- Robert Half Finance & Accounting (Reno, NV)
- …Finance, or related field preferred * Certified Public Accountant (CPA) or Certified Trust and Financial Advisor (CTFA) certification is a significant plus. ... with Robert Half Finance and Accounting is recruiting to fill a Senior Trust Office position with a Trust Company located in Reno. This is a unique role with a… more
- M&T Bank (Buffalo, NY)
- …Experience Preferred:** Juris Doctor (JD) or Master's degree CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills **Physical ... relationships. **Primary Responsibilities:** + Administer assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising… more
- Rapid Finance (Bethesda, MD)
- …individuals who are looking to start and grow a thriving career in B2B sales. Build Trust : Become a trusted advisor to your clients through the delivery of ... Bethesda, Maryland, and we are now recruiting for Business Advisor training classes. A Business Advisor is...for Business Advisor training classes. A Business Advisor is responsible for building relationships with small to… more
- Truist (Charlotte, NC)
- …1. Undergraduate degree 2. Trust School graduate 3. Certified Financial Trust Advisor (CFTA) **General Description of Available Benefits for Eligible ... job description:** Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of affluent and… more
- Truist (Dallas, TX)
- …Qualifications:** + Undergraduate degree Trust School graduate Certified Financial Trust Advisor (CFTA) / Chartered Financial Analyst (CFA) **General ... and maintain appropriate documentation of client transactions. + Utilize various trust and investment systems to affect transactions, monitor accounts, create… more
- Energy Trust of Oregon (Portland, OR)
- …implementation improvements based on research results. This position also serves as an advisor to Energy Trust staff and management on evaluation processes and ... Senior Project Manager - Evaluation **BACKGROUND** **About Energy Trust of Oregon** Energy Trust of Oregon is an independent nonprofit organization dedicated to… more
- Truist (Naples, FL)
- …(CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor , Chartered Life Underwriter or Certified ... profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset… more
- Hills Bank (Cedar Rapids, IA)
- …Certified Financial Planner (CFP), Certified Retirement Services Professional (CRSP), Certified Trust and Financial Advisor (CTFA), Certified Employee Benefit ... bank. + Work in conjunction with active and potential Trust and Wealth Management customers and their legal and...and or business estate and financial planning or other trust related business. This may include review of legal… more
- ICON Clinical Research (Blue Bell, PA)
- …throughout the partnership. + Develop deep relationships with day-to-day stakeholders to gain trust as an advisor for our products and services within their ... and joint offerings combining Human First and Mapi Research Trust products and services. You will be the main...and excited to be customer-facing and are a trusted advisor and thought partner to senior stakeholders to drive… more
- M&T Bank (Wilmington, DE)
- …Business, Finance, Accounting or Statistics Certified Financial Planner (CFP) and/or Certified Trust & Financial Advisor (CTFA) designation Minimum of 5 years' ... financial services industry experience Understanding of Wealth Management and/or Capital Markets businesses Knowledge of the Bank's systems and culture Ability to work under time constraints Attention to detail Good organizational skills Good communication… more