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Experience with various county courts within the Massachusetts Probate & Family Court Department including the Fiduciary Litigation Session, and some experience with or knowledge of rules of the Superior Court is preferred.
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The Sr. Trust Advisor, GFO (STA) is responsible for managing a complex book of relationships consisting of principal and single family office clients that require a mix of fiduciary, asset servicing, advisory services, banking, technology & reporting, and investment solutions.
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The Trust & Estate Litigation Attorney will be responsible for handling a wide range of disputes involving trusts, estates, conservatorships, and fiduciary duties. The Trust & Estate Litigation Attorney will be responsible for handling a wide range of disputes involving trusts, estates, conservatorships, and fiduciary duties.
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A professional designation reimbursement program is provided for multiple designations, such as the Accredited Investment Fiduciary (AIF®) and the Certified Financial Planner (CFP®). Securities and Investment Advisor services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Virginia Asset Management is independently owned and operated.
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Technical knowledge of probate, administration, fiduciary and trust administration. Act as primary fiduciary and administrator for a portfolio of personal trust accounts working with appropriate support teams to ensure the execution of day-to-day account administration is happening appropriately.
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Certification in a related fiduciary field such as CFP, CTFA, or AIF is beneficial. Self-motivated, entrepreneurial, fiduciary wealth management professionals are needed. Knowledge of financial planning, investment management, and trust administration services is strongly preferred; 2+ years as a Financial Advisor, Trust Officer, Internal or External Wholesaler, or similar business development role in financial services is preferred but not required.
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Our Edward Jones Trust Company provides personalized investment management and fiduciary services. Strong understanding of fiduciary risk, estate planning principles, taxes, insurance and other financial planning and fiduciary relationship-related items.
$113,810 - $193,785 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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10+ years' experience in unique asset/fiduciary-related work. Bachelor's degree required; Trust company or financial services background with law degree, CTFA, CFP or other trust and planning designation strongly preferred.
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A premier Orlando law firm that specializes in commercial litigation, probate and trust litigation, and estate planning, is seeking an experiences commercial/fiduciary litigation attorney to join their growing firm.
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Amazing remote Financial Advisor, Insurance Agent, and Relationship Manager opportunity where you earn a base salary and unlimited commission opportunities helping Veterans and their families in a role that does not require any licensures or state exams now or even in the future.
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Maintain knowledge of current trends and changes in the industry with regard to fiduciary matters (e.g. estate planning, probate, estate, gift and income tax planning, guardianships, special needs trusts, state-specific laws.
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Certifications/Advanced Degree Preferred: CFP, CTFA, CPA, CIA, JD or MBA. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Head of Talent Acquisition, SVP, to fill a specific position.
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401K via Vanguard with fiduciary services through Morgan Stanley. Hufriedy/Dentsply/American Eagle hygiene instruments, cassettes assigned per provider. CHC’s Dental Hygienists are responsible for evaluating patient oral health, dental/medical history, dental complaints, and completing dental hygiene procedures in a public health setting.
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Responsible for the preparation and review of all types of fiduciary income tax returns, including federal estate tax returns, income tax returns for trusts and estates, Generation-Skipping Transfer tax forms, PA inheritance tax returns, gift tax returns, Form 990s, and tax returns for charitable trusts.
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Coordinates the annual renewal of clients' fidelity and fiduciary insurance policies and cyber liability. Zenith American Solutions, Inc. is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide.
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