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Grows & retains high net worth and ultra-high net worth relationships by integrating fiduciary and investment acumen, wealth planning, and client acquisition skills. Serves as the resource and specialist in advance wealth and estate planning within the Personal Trust Dept. for the Bank’s high net worth clients.
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Bachelor's degree and a minimum of 9 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years' higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth client segment.
$126,985.95 - $211,643.25 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Securities licensing, CFP, CTFA, CPA designation. As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team (IAs, FAs, PBs, WSs, etc), and ultimately responsible for growth and retention of that client base.
$126,985.95 - $211,643.25 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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As an Associate Wealth Advisor, you will be responsible for supporting partners in wealth planning related work for our ultra-high net-worth individual and client family relationships. Additionally, you will be responsible for providing overall support to the Regional Wealth Advisor and, when appropriate, to the ultra-high net worth team.
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The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW.
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CTFA, CFP, or similar professional designation preferred. They will perform these duties with high proficiency and integrity acting in accordance with the Bank’s fiduciary responsibilities and best fiduciary and risk management practices, as trustee and/or executor.
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We’re Looking For FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The.
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MBA (Master’s degree in Business Administration) or JD (Juris Doctor) The Wealth Advisor is focused on the profitable expansion of our fee revenue while maintaining the highest ethical standards and adhering to our fiduciary culture.
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3-5 years of trust administration or planning experience with a focus on exemplary customer service service for high net-worth clients ($1MM+ level clientele). · Experience with ultra-high net worth multi-generational $50MM+ families with complicated assets and sophisticated trust structures strongly preferred.
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Additional certification (i.e. JD /MBA/CTFA/CFP/CPA) strongly preferred. Additional certification (i.e. JD /MBA/CTFA/CFP/CPA) strongly preferred. Apply principles of the California Probate Code applicable to trust administration and understand the tax implications of the various kinds of trusts.
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This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Ability to communicate and connect with high-net-worth clients.
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The Senior Wealth Advisor works directly with clients and will be responsible for developing, maintaining, and expanding relationships with high net worth and ultra-high net worth individuals, families, trusts, and family entities.
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Fiduciary professional with CTFA, CFP, AEP, JD, or CPA or related degrees preferred. Fiduciary professional with CTFA, CFP, AEP, JD, or CPA or related degrees preferred. Minimum of 3 years of trust administration and estate planning experience.
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Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions.
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Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high net worth clients and business owners.
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