- 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)
- …Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist (LO) Working ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...term goals for highly complex financial planning needs + Lead the strategy and resolution of highly complex planning… more
- First National Bank of Omaha (Minneapolis, MN)
- …**Technical & Leadership Competencies** + Deep understanding of financial regulations and fiduciary obligations across trust and investment businesses. + Track ... are seeking a dynamic and experienced Vice President, Wealth Risk & Operations to lead Risk and Operations for our Wealth Division. The ideal candidate will bring… more
- First National Bank of Omaha (Minneapolis, MN)
- …the Job:** We're seeking a visionary Chief Investment Officer (CIO) to lead FNBO's investment strategy across our Wealth Management division a client-first mindset ... rooted in education, communication, and trust . This executive will serve as a public-facing investment leader, guiding strategic thinking, mentoring advisors, and… 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