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Serve as Trust Advisor for clients with more than $5MM in investable assets. Senior Trust Advisor. Maintain knowledge of current trends and changes in the industry with regard to fiduciary matters (e.g. estate planning and probate, estate, gift and income tax planning, guardianships, special needs trust, state-specific laws.
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Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with client or prospect goals and objectives.
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The Trust Portfolio Advisor collaborates with Trust Officers to analyze, develop and implement investment strategies for personal trust and investment management accounts. The Trust Portfolio Advisor must be able to operate effectively in a client-centric, growth-oriented, team-focused, and transformational environment.
$85,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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This employment opportunity at CBI Bank and Trust in the Quad Cities area of IL would allow you to join the Investment Program at CBI Bank and Trust as a Financial Advisor associated with LPL Financial.
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This employment opportunity at CBI Bank and Trust in Muscatine, IA would allow you to join the Investment Program at CBI Bank and Trust as a Financial Advisor associated with LPL Financial.
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Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank®. Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank®, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
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2+ years of Financial Advisor experience. COUNTRY Trust Bank® Financial Advisors Take a Consultative Approach To Grow Business With Existing And Prospective Clients. Focused on achieving professional success through securing clients’ trust.
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The Trust Advisor in Comerica's Trust Advocacy group responsible for reviewing legal documentation for new business and ensuring Comerica is willing and able to accept the appointment as trustee for a trust naming Comerica or accept its role in an agency, IRA or charitable account.
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The Trust Advisor is responsible for managing established trust, estate, retirement, and investment accounts. The Trust Advisor collaborates with attorneys, portfolio managers, tax professionals, and firm Partners to ensure all needs are met in a professional and timely manner.
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We are seeking an experienced TRUST ADVISOR to join our team managing client trusts and estates. CFP (Certified Financial Planner) or CTFA (Certified Trust & Fiduciary Advisor) preferred.
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These tasks include comprehensive review and interpretation of governing trust and account documents, cash management, trouble shooting, and proper memorialization of files in the iWork document imaging system and Advisor Desktop systems.
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The Trust Advisor I is responsible for serving as a relationship manager for a book of business by providing by insight as to specific trust documents and overall estate planning.
$148,750 a yearFull-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration. Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts.
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This employment opportunity at Central Trust Bank in Moberly, MO would allow you to join the Investment Program at Central Trust Bank as a Financial Advisor associated with LPL Financial.
$40,000 - $80,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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This employment opportunity at Chemung Canal Trust Company in Ithaca, NY would allow you to join the Investment Program at Chemung Canal Trust Company as a Financial Advisor associated with LPL Financial.
$80,000 a yearFull-timeExpandApply NowActive JobUpdated 10 days ago
Title: trust advisor
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