- 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
- NBT Bank (Manchester, NH)
- …and Investment Management accounts. Position will provide trust administration and fiduciary services for higher value clients. The advisor will provide ... Base Salary + Commission: $117,407.00 - $175,000.00 The Senior Trust Advisor will manage a portfolio of...and financial experience. + Minimum 8 years' experience in trust administration, estate planning or related fiduciary … more
- Bank OZK (Fort Lauderdale, FL)
- …level of customer service is established and maintained. + Assures delivery of quality fiduciary services to all clients of Trust and Wealth in assigned market. ... Responsible for developing, managing, and maintaining revenue generating investment and trust relationships and assists in the development of retirement planning and… more
- Charles Schwab (Wilmington, DE)
- …cover the full fiduciary , agency, and custody spectrum, including fiduciary trust administration and investment management, directed trustee, trusteed IRA, ... our Delaware location. **In this role you will:** + Lead and supervise multiple trust administration teams...of the team's activities to Schwab leadership, the Personal Trust Fiduciary Committee and other forums as… more
- M&T Bank (Williamsport, PA)
- …or insurance sales experience providing investment, brokerage and/or insurance solutions, including trust / fiduciary experience FINRA Series 7, 63 and 65 or 66 ... Life/Variable Insurance (LAH) licenses **Education and Experience Preferred:** Previous trust / fiduciary product, Financial Planning, Managed Accounts or… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Internal Audit to identify and remediate opportunities for improvement + Participate and or lead our investment committees at both trust entities + Stay informed ... and maintain strong relationships with other senior RJT leaders to ensure seamless fiduciary administrative and investment management services to trust clients +… more
- Thrivent Financial (Bismarck, ND)
- … Advisor meets the needs of clients as determined by the Lead Advisor while sometimes identifying client needs themselves. Their client responsibilities ... other decisions that affect client relationships, consulting with the Lead Advisor on complex decisions as needed....interpersonal skills, with the ability to build rapport and trust with clients + Proven track record of delivering… more
- Truist (Chattanooga, TN)
- …client service and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth...the corporation. + Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients… more
- M&T Bank (Mamaroneck, NY)
- …Life/Variable Insurance (LAH) licenses **Education and Experience Preferred:** Previous trust / fiduciary product, Financial Planning, Managed Accounts, or ... **Overview:** Serves as an advisor to provide an advice-based approach to financial...primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver… more
- Truist (Mclean, VA)
- …client service and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth...the corporation. * Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients… more