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CFP (Certified Financial Planner) or CTFA (Certified Trust & Fiduciary Advisor) preferred. 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.
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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. This is an excellent position if you are looking to advance your career in wealth management and trust services.
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Through its relationship with CUSO Financial Services, L. P. (CFS) Spokane Teachers Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Pasco, WA area.
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Securities and investment advisor services offered through Cetera Financial Services, Inc. Member FINRA/SIPC. Strategic Fortune Wealth Management is independently owned and operated.
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General Function: The Wealth Management & Trust Advisor partners with high-net worth clients to identify their financial goals, analyze and develop recommendations that will help them work towards well defined financial objectives.
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15+ years of experience in estate planning and trust administration required, including experience with a broker-dealer, registered investment advisor or wealth management firm. -Identify and explain to financial planners and clients comprehensive and holistic estate, wealth transfer, trust administration, tax, retirement, succession and philanthropic planning strategies and solutions.
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Consults with Relationship Manager, Wealth Advisor, Private Banker, Trust Officer and client to deliver solutions based on organizational investment philosophy and customer objectives. BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.
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In support of subscribing advisors and their high-wealth clients, the Paraplanner, High-Net-Worth Services will be a dedicated resource supporting the delivery of Advanced Financial Plans.
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Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Qualified credential, such as Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC), strongly preferred.
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The Financial Services Group is seeking to support its quickly growing Asset and Wealth Management practice with an experienced Investment Banking Associate or Vice President. Houlihan Lokey's Asset and Wealth Management practice within the Financial Services Group offers M&A, capital raising, valuation, and corporate restructurings advice to public and private companies.
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SUMMARY: The RVP - Wealth Management Consultant is responsible for nurturing and expanding our referral partnerships, working alongside Allworth Advisors to cultivate new client relationships, and ensuring new business success in their assigned sales region.
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The RVP - Wealth Management Consultant is a pivotal role at Allworth, serving as a regional leader to the broader sales field. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022.
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Leading a team of analysts and associates on various asset and wealth management related projects, including market and company financial analyses; The firm is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv.
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Through its relationship with CUSO Financial Services, L. P. (CFS) Citadel Credit Union is seeking a Wealth Management Associate in the West Chester, PA area. This individual must be able to work effectively with other Wealth Management staff members, branch partners, clients, and Senior Financial Advisors.
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The Trust Advisor takes the lead on trust administration and also serves as subject matter expert with regard to financial and retirement planning, estate planning, charitable gifting, business succession planning, and fiduciary tax planning issues.
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financial advisor wealth jobs Title: implementation specialist Company: Nfp
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