Average salary: $276,100 /yearly
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$116.19k - $167.55k
...Business Administration (MBA) or Master of Taxation) Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified...SuggestedFull timeWork at officeFlexible hours- ...Relationship Manager responsible for a book of clients containing various types of trust, agency, and estate settlement accounts desired ~ CTFA or other trust certification desirable ~ Working knowledge of Microsoft Office and Windows operating environment ~ Working...SuggestedWork experience placementWork at officeFlexible hours
- ...interaction experience ~ Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA ~ Master's Degree in Business, Economics, or related discipline Frost Benefits: ~ Medical, dental, vision, long-term...Suggested
- ...operating system, internet browsers, networking and software used by the bank. Certificates, Licenses, Registrations: Successful CTFA or equivalent preferred including the continuing education credits to maintain such certification. If no CTFA certification is held,...SuggestedBank staffMonday to Friday
$125k - $350k
...experience. JD required. Additional advanced degree (e.g., LLM, CPA) or additional advanced certifications (e.g., MBA, CFP, CEPA, CTFA) preferred. The role of Wealth Planner has significant travel responsibilities. While utilizing technology to the greatest extent...SuggestedRemote work- ...Bachelor’s Degree in Business, Finance, Accounting, or Economics preferred Bonus points: Advanced Degree or Professional Designation (CFP, CTFA, CFA, etc.) About Truxton Truxton is a premier provider of wealth, banking, and family office services for wealthy individuals,...SuggestedWork at office
- ...Two years of Trust Administration experience preferred Professional Designation is required and may include, but not limited to: CTFA, CFP, JD, CPA, and/or Graduate of National Trust School Program Legal, accounting, or financial planning experience preferred...SuggestedShift work
$128.1k - $213.5k
...Proven track record of implementing wealth management strategies. Education and Experience Preferred: Securities licensing, CFP, CTFA, CPA designation. MBA (Master's degree in Business Administration) or JD (Juris Doctor). M&T Bank is committed to fair,...SuggestedTemporary workWork experience placement- ...Exceptional communication and client-service ability Experience with CRM and planning/financial analysis tools Credentials (JD, CPA, CFP, CTFA) - or pathway/commitment to earn them Why Trust Point A strong, stable, century-old firm with a modern Family Office offering...SuggestedWork at office
- ...assurance processes. Licenses and Certifications (Preferred) Progress toward or interest in obtaining a professional designation such as CTFA, CISP, or equivalent preferred. Commitment to ongoing professional development in fiduciary services and trust administration #J-1...SuggestedWork at office
$60k - $75k
...tasks as assigned. Back-up support for the front desk/reception as needed. Desired Education Bachelor's degree preferred CTFA or CFP preferred by not required Desired Experience Understanding of trust accounting and/or estate planning concepts is...SuggestedFull timeWork at office$78k - $140k
...Bachelor's degree, if one has practical trust experience, a bachelor's degree is preferred ~ Cannon or other training, required. ~ CTFA or MBA, preferred. ~5 years of Trust Officer experience, required. ~5 years of experience managing moderately complex, multi-...SuggestedImmediate start- ...business administration, or related field, and graduate work including J.D. or MBA preferred Additional certifications such as CPA, CFP®, CTFA preferred At least 5 years of experience with trust administration, estate planning, fiduciary management, or related financial...SuggestedLocal area
$80k - $100k
...reporting, including assets under administration and investment monitoring. Qualifications Bachelor’s degree or higher; MBA, CFP, or CTFA preferred. Experience with Accutrust, Addepar, or other trust‑accounting software a plus. At least 3 years’ experience in personal...SuggestedImmediate start$82.1k - $172.5k
...Bachelor’s degree required; significant experience and expertise within Trust. 3-5 years fiduciary client service/sales experience. CTFA or working toward (preferred). Professional communication skills. Knowledge of trust administration, estate planning strategies,...SuggestedBank staffWork at officeImmediate start- ...management and portfolio management MBA or post-graduate degree preferred Professional certifications preferred (CFP, CPA, CFA, CTFA, CFM) Series 7 and 63 licenses required As a Northern Trust partner, greater achievements await. You will be part of a flexible...Temporary workWork at officeFlexible hours
$50k - $60k
...Ability to delegate tasks when necessary. Ability to deal with routine to difficult problems involving multiple facets and variables in non- standardized situations. Preferred Requirements: Licenses Preferred: Certified Trust and Fiduciary Advisor (CTFA) OsaicFull timeWork at officeImmediate start- ...Bachelor’s Degree in Business, Finance, Accounting, or Economics preferred Bonus: Advanced Degree or Professional Designation (CFP, CTFA, CFA, etc.) ABOUT TRUXTON WHO WE ARE Truxton is a premier provider of wealth, banking, and family office services for wealthy individuals...Work at office
$60k
...and attend community events as needed. Experience on LPL Financial ClientWorks platform and/or Fi-Tek GWES Platform preferred CFP, CTFA, CFA, CIMA, CPWA, ChFC preferred Compensation: The pay range for this position is: Financial Advisor I (1-5 years experience) - $...Base plus commissionFull timeTemporary workMonday to Friday- ...degree ~5-7 years of relevant trust administration experience ~ Strong teammate who enjoys collaboration with internal partners ~ CTFA, CFP, CFA, CES, or equivalent ~ Trust investment knowledge and/or experience with brokerage and/or delivery of trust services...
- ...sales and in depth knowledge and understanding of investment principles and financial concepts Licensures/Certifications Required CTFA or CFP designation preferred Valid Drivers License Physical Requirements Or Work Conditions Beyond Traditional Office Work Frequent...Work at officeLocal area
- ...financial services or trust administration 6+ years Trust Administration Relationship Management experience Willingness to obtain CTFA (Certified Trust and Fiduciary Advisor) Occasional travel required for client meetings, industry conferences, and business events...
- ...Bachelor’s degree required (Finance, Business, Accounting, or related field preferred). Certifications: Working toward CFP®, CFA®, or CTFA designation encouraged. Experience: 1-4 years of experience in wealth management, financial planning, investments, or related...Work at office
$101.23k - $172.36k
...8 years of experience in trust administration Microsoft Office (Word, Excel & PowerPoint) Completion of Trust Certificate and/or CTFA preferred Strong oral and written communication skills are required. Specifically, excellent interpersonal skills with the ability...Work experience placementWork at officeLocal areaRemote work$68.4k - $114k
...professionalism Education and Experience Preferred: Bachelor's degree Minimum of 3 years' estates and trust experience CTFA (Certified Trust and Financial Advisor) certification Ability to read and interpret governing instruments related to account administration...Work experience placement- ...via FedEx. Qualifications A bachelor's degree in finance is preferred, and certification as a Certified Trust and Fiduciary Advisor (CTFA) or Certified Financial Planner (CFP) is ideal. Strong leadership, teamwork, writing, presentation, and organizational skills are...Work at officeFlexible hours
- ...accounts where the company serves as Trustee, ensuring compliance with legal, regulatory, internal policies, and procedures. Requirements: CTFA certification and 5+ years of relevant experience in trust and estate administration, including direct client interaction. An...Remote work1 day per week
- ...communication skills as this position deals directly with key clients, prospects as well as legal, tax and insurance advisors. ~ CTFA, CFP strongly preferred. Complimentary professional designations a plus. BNY offers highly competitive compensation, benefits,...Temporary workWork experience placementWorldwideFlexible hours
- ...oral, are a must. Required Licenses and/or Certifications Prefer one or more of the following professional designations: CFP®, CPWA, CTFA, CPA, CFA, JD. Physical Demands Extended periods may be spent viewing a personal computer, sitting, standing, and walking....Full timeContract workPart timeWork at officeLocal areaImmediate start
- ...~ High School diploma required or an equivalent combination of education, training or experience. ~ Post-secondary degree preferred. ~5+ years minimum experience in trust administration. ~ CTFA a plus, but not required. ~ JD a plus, but not required. BairdWork at officeRemote work