- Wells Fargo (Minneapolis, MN)
- …Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Trust Advisor - Lead Fiduciary Specialist Working at Wells Fargo | Jobs ... aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty… more
- Wells Fargo (Minneapolis, MN)
- …this role:** (recommending streamlining section) Wells Fargo is seeking a Senior Trust Advisor (Senior Lead Fiduciary Specialist) to join the Trust ... build an inclusive, collaborative and client-focused environment for our fiduciary professionals + Lead team to achieve...operate within a fast-paced environment + JD and/or Certified Trust and Fiduciary Advisor designation… more
- Wells Fargo (Minneapolis, MN)
- …BL&T further provides legal guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty ... for advisors to support their clients. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...activity. **About this role:** Wells Fargo is seeking a Lead Wealth Underwriter to join its Wealth & Investment… more
- US Bank (Minneapolis, MN)
- …of $75MM, with average client assets above $100MM. The **Managing Director, Client Advisor (MDCA)** is the lead relationship manager and team coordinator for ... and prospects in the areas of private banking, personal trust and investments. + Ensure the fiduciary ...personal trust and investments. + Ensure the fiduciary and client advisory functions are performed at an… more
- Deloitte (Minneapolis, MN)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... returns, as well prepare and lead client meetings on compliance and consulting projects related...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's… more