Senior Wealth & Trust Advisor
$98.1k - $210kBank of America ATM
Bank of America is seeking an experienced professional for managing fiduciary and investment management accounts aimed at high-net-worth clients. Responsibilities include overseeing complex investment and trust accounts, engaging with clients on wealth planning, and ensuring compliance with regulatory requirements. Minimum five years in trust administration is required, along with a relevant Bachelor's degree. The role offers a competitive salary range of $98,100 to $210,000 annually, based in Buffalo, NY, with additional performance-based incentives. #J-18808-Ljbffr
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth & Trust Advisor in Buffalo, NY vacancy
- ...A leading law firm is seeking a Trust & Estate Attorney at the Senior Counsel level in Buffalo, NY. This role focuses on providing comprehensive estate planning services, representing clients in complex tax matters, and requires significant experience in the legal field...Senior
Bond, Schoeneck & King
Buffalo, NY2 days ago - ...services.** **NOW SEEKING EXPERIENCED FINANCE ADVISORS & CONSULTANTS** General Consulting... ...reliability to build client rapport and trust Outstanding interpersonal and communication... ...them with a trusted network of senior consultants ready to provide the specialized...SeniorFor contractorsWork at officeRemote workFlexible hours
Cansulta
Amherst, NY3 days ago $77k - $202k
...60% The Opportunity As an Oracle Cloud Finance PPM/AHCS - Senior Associate, you will specialize in consulting services for various... ...evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the...SeniorFull timeH1bPwC
Buffalo, NY2 days ago$150k - $250k
...Trust & Estate Attorney (Senior Counsel or Member) Date: July 8, 2025 Bond, Schoeneck & King PLLC, a full-service law firm of more than 300 attorneys... ...plans. Our clients range from individuals of modest wealth to those of significant wealth, from younger clients building...SeniorWork at officeLocal areaBond, Schoeneck & King
Buffalo, NY1 day ago$98.1k - $210k
...administration and business development of complex investment management and trust accounts and working with team members to assure trust product... ...business development and retention, assisting clients with wealth planning needs, and managing risk. Responsibilities Provides...SeniorWork at officeShift workDay shiftBank of America
Buffalo, NY2 days ago- ...Ernst & Young Oman is seeking a Senior Technology Analyst to support clients in Oracle NetSuite implementations. This role involves engaging with clients to ensure project delivery, analyzing business requirements, and collaborating with technical teams. Candidates should...SeniorFlexible hours
Ernst & Young Oman
Buffalo, NY1 day ago $124k - $280k
...successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers,... ...conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct....SeniorFull timeH1bPwC
Buffalo, NY2 days ago$75k
...A financial services company is looking for an experienced financial advisor in Buffalo, NY. The ideal candidate will provide excellent service to clients, helping them meet financial goals through tailored recommendations. Responsibilities include exceptional customer...WizeHire
Buffalo, NY1 day ago- ...Ernst & Young Oman is looking for a Senior in Technology Analysis to connect business needs with technical solutions in a dynamic environment. The ideal candidate will have 2-4 years of experience with SAP ERP systems and be responsible for delivering impactful business...SeniorFlexible hours
Ernst & Young Oman
Buffalo, NY1 day ago $80k - $125k
...Senior Financial Analyst, FP&A Imagine working at the forefront of innovation in fluid-flow technology, with over 1,400 colleagues across the globe, and contributing to a legacy of excellence that spans eight manufacturing facilities on four continents. Armstrong Fluid...SeniorArmstrong Fluid Technology
North Tonawanda, NY3 days ago- Citigroup Inc. is looking for an experienced Credit Officer for the Counterparty Credit Risk team in Getzville, NY. The role includes managing credit exposures to Real Money Funds clients and approving credit reviews as a first line of defense underwriter. Qualified candidates...Senior
Citigroup Inc
Getzville, NY1 day ago $120 - $150 per hour
...Seasonal Tax-FSO- GCR Tax Accounting and Risk Advisory-BCM Senior Manager Join to apply for the Seasonal Tax-FSO- GCR Tax Accounting... ...for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology,...SeniorWork experience placementSeasonal workRemote workFlexible hoursEY
Buffalo, NY12 days ago$70.08k - $105.12k
Sec & Derivatives Sr Analyst The Sec & Derivatives Sr Analyst is an intermediate level position focusing on the critical function of new issuance closings for Debt and Equity Capital Markets. This role is integral to facilitating the smooth and efficient closing of ...SeniorFull timeWork at officeCitigroup Inc
Getzville, NY5 days ago- ...KeyCorp in North Tonawanda is seeking a Private Client Banker who will serve as a trusted advisor and problem solver for clients with up to $2M in investable assets. The role includes assessing client financial needs, delivering tailored solutions, and building strong...Hourly pay
KeyCorp
North Tonawanda, NY2 days ago - ...A Senior Portfolio Manager (SPM) with our company serves as a client account manager and is the primary point of contact for the client... ...both clients and all internal levels around professionalism, trust, integrity, and collaboration. ~ Broad knowledge, understanding...SeniorContract workTemporary workWork at officeFlexible hours
Amplify Recruiting
Buffalo, NY6 days ago - Citi is seeking an experienced professional as a Credit Officer for their Counterparty Credit Risk team in Getzville, NY. This role involves underwriting credit risk for large Real Money Funds clients, managing credit exposures, and collaborating with various teams to ...SeniorFull time
Citi
Getzville, NY1 day ago - ...Job Description Job Description Tax Senior – Public Accounting Are you looking for a firm where your voice is heard, your work... ...Prepare and review complex individual, corporate, partnership, and trust tax returns Conduct tax research and stay current on tax law...SeniorFlexible hours
Solid Rock Recruiting LLC
Buffalo, NY26 days ago $68.91k - $81.07k
...unsurpassed service. These are the people that help us create a loyal membership base that strengthens our mission-to be our members' most trusted provider of high quality automotive, travel, insurance and other relevant products and services that offer safety, security, peace...Temporary workFlexible hoursAAA Auto Club Group
Williamsville, NY3 days ago$76k - $125.3k
...families, allowing you to develop into a trusted advisor role to client. You will work with... ...A thorough understanding of estate and wealth planning Experience with federal and state... ...skills, and the confidence to challenge senior colleagues and stakeholders from a diverse...SeniorWork experience placementSummer holidayLocal areaFlexible hoursErnst & Young Oman
Buffalo, NY1 day ago- ...Consumer Discount Company is seeking a Commercial Relationship Manager III in Buffalo, NY. This role involves serving clients as a trusted advisor, managing a portfolio of relationships, and ensuring a top-notch client experience while actively prospecting for new business...Senior
Northwest Consumer Discount Co.
Buffalo, NY2 days ago - ...A leading IT solutions provider is seeking a Senior ServiceNow Consultant for a strategic, customer-facing role. The ideal candidate... ...in ServiceNow. Responsibilities include acting as a trusted advisor, leading platform strategy, and delivering comprehensive solutions...Senior
Jolera Inc.
Buffalo, NY1 day ago $120k - $130k
...collaborative and employee-focused with an emphasis on quality, integrity, trust, fun, and accountability. We promote personal and... ...voices are heard. Position Overview C&S Companies is seeking a senior level environmental engineer to support our continued growth of...SeniorWork experience placementC&S Companies
Buffalo, NY27 days ago$150k - $250k
...Our client, a well-established and highly respected AMLaw 200 law firm, is looking to add a Trust & Estate Partner to their team in Buffalo, NY. A portable book of business is not required. The firm offers competitive compensation and a comprehensive benefit package...SeniorStraussGroup - Executive Search Consultants
Buffalo, NY4 days ago$27 - $32 per hour
...Computer literate in Microsoft Excel/spreadsheet preparation including formulas and Microsoft Word. Relationships Report to Senior Manager, Billing Department. Daily written and verbal communication with tenants, Insurance Department and Human Resources....SeniorHourly payBenderson Development Company, LLC
Buffalo, NY20 days ago- ...Summary: Our client is seeking a sharp Senior Accounting Healthcare Consultant to join their dynamic team. You'll leverage your... .... Build strong relationships with clients, acting as a trusted advisor and problem-solver. Address client concerns promptly and effectively...SeniorWork at office
Provision People
Buffalo, NY2 days ago $50k
...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned,... ...clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Buffalo, NY3 days ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...· Investment & Advisory Services · Trust Services · Retirement Solutions · Business... ...FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Amherst, NY2 days ago$105k - $250k
...Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan...Temporary workLocal areaFlexible hoursCitizens Careers
North Tonawanda, NY4 days ago$53.41k
...Counselor, you'll play an important role in helping patients understand and navigate the financial side of their care. You'll serve as a trusted resource, guiding patients through insurance coverage, costs, and available support so they can focus on what matters most - their...Full timeWork at officeShift workDay shiftRoswell Park Cancer Institute
Buffalo, NY2 days ago- ...Merrill Experienced Financial Advisor Locations: Honolulu, Hawaii; North Bethesda, Maryland... ...for any new position. Merrill Wealth Management is a leading provider of comprehensive... ...committed to their needs. We believe trust comes from transparency. Our trusted advisory...Shift workDay shift
Arizona Staffing
Buffalo, NY3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth & Trust Advisor. Be the first to apply!
Related searches
- finance associate Buffalo, NY
- oracle cloud financials consultant Buffalo, NY
- financial advisor development program Buffalo, NY
- financial planning administrator Buffalo, NY
- financial planning assistant Buffalo, NY
- financial associate Buffalo, NY
- estate planning consultant Buffalo, NY
- associate leveraged finance Buffalo, NY
- financial consultant Buffalo, NY
- jde finance consultant Buffalo, NY