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Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit organizations.
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JOB FUNCTION / SUMMARY:Trust Administrators provide administrative and operational support to assigned Trust Advisor/ Relationship Manager (s) by delivering excellent customer service while contributing to the overall goals and objectives of Wealth Management.
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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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The Wealth Management Analyst focuses on servicing clients by understanding their investment objectives and working in partnership with the Financial Advisor / Private Wealth Advisor to deliver solutions.
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Self-motivated, entrepreneurial, fiduciary wealth management professionals are needed. 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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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country.
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Functional subject matter experience in Capital Markets, Insurance, Alternative Investments, OTC, derivatives and Securities, Investment, and Wealth Management markets. Strong understanding of Regulatory compliance in the areas of Investment banking , Asset management , Wealth management , market infrastructures , P&C insurance , L&A.
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This is an excellent position if you are looking to advance your career in wealth management and trust services. CFP (Certified Financial Planner) or CTFA (Certified Trust & Fiduciary Advisor) preferred.
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As a trust officer, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, and provide personalized advice around wealth transfer plans. As a trust officer with our firm, you will have the opportunity to work directly with affluent clients to preserve and continue their wealth transfer legacy plans.
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Our client is looking for a senior wealth advisor that would solely focus on business development in the Tampa market. Senior Wealth Advisor. They hold a lot of value to professionals that are well educated holding certifications and will give preference to if holding the CFP, CFA, CIMA, CWS, MBA, JD, LLM, ATFA, CTFA, CAIA, CPWA, or CPA.This is a salaried position plus bonus that is sales based commission plus other great benefits.
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We are seeking an experienced trust officer to join our team managing client trusts and estates. Bachelor’s degree in Finance, Accounting or related field; JD degree a plus. Administer various types of trusts and estates.
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Support Divisional Leadership Teams, Private Wealth Advisor Teams (Private Wealth Management & Global Family Office)Support Product Groups in the home office through the oversight of advice, guidance, inquiry, and interactions.
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A Private Wealth Manager Advisor Investment / Trust and Estate Planning will play a key role in growing and retaining assets under management in the Houston office, helping with the transition of client relationships.
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The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
$92,000 - $110,000 a yearFull-timeExpandApply NowActive JobUpdated Today
wealth management advisor jobs Title: service associate Company: Ameriprise Financial
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