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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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Some of your key responsibilities include: Relationship Management:Providing support to the Senior Wealth Planner by reviewing estate planning documents, preparing materials for client presentations, and analyzing complex estate planning, tax, trust, and philanthropic issues.
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Certified Financial Planner (CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification. Work closely with management to ensure Client Service and Wealth Advisor staff have an effective client service and sales enablement partnership and deliver an excellent client experience.
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Supporting our clients’ wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.
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One of the following active accreditations obtained:Licensed CPA in state of practice/primary office if eligible to sit for the CPAIf not CPA eligible:Licensed attorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP.
$119,490 - $272,090 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA. The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.
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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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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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WellBridge Wealth, a premier boutique financial advisory firm located in Colchester, VT, is inviting a talented Financial Advisor to join our esteemed team. At WellBridge Wealth, we don’t just manage wealth; we craft financial futures.
$75,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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If you are a CERTIFIED FINANCIAL PLANNER professional (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or have at least five years of financial planning experience, please contact us about joining our team and helping us meet the demand of potential clients that want to do business with our firm.
$125,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Wealth Planner position is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. As a Wealth Planner, you will be responsible for providing exceptional client relationship management, ensuring client retention, and delivering comprehensive financial planning and investment advice.
$70,000 - $108,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Apply Here: Wealth Financial Planning & Trust Officer | Opportunities (ultipro.com) Wealth Financial Planning & Trust Officer The Financial Planning & Trust Officer provides Wealth Management services to high net worth clients of the Bank in conjunction with the entire Wealth Management Team. The Officer is responsible for the development of long-term financial plans for clients; recommending financial products and services which support the requirements of the financial plan and the needs of the customer.
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Certifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) Within the BTS practice we serve renewable energy clients that develop, build, own, and operate renewable energy projects, such as wind, solar, battery storage, geothermal, biomass, and fuel cell projects.
$63,420 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated 24 days ago - UpvoteDownvoteShare Job
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Advanced degree such as Masters of Tax, JD, and/or LLM. IRC section 45V Clean Hydrogen Tax Credit. The ideal candidate will monitor current and proposed tax legislation and regulations related to renewable energy and sustainability, as well as implement client outreach strategies.
$63,420 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.
$119,490 - $238,680 a yearFull-timeExpandApply NowActive JobUpdated Today
financial wealth planner jobs Company: Wambolt Associates in Missouri-city, Missouri
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