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- ...with more complex investment, trust and private client service solutions designed for the high-net-worth market segment CFA, CIMA, CTFA, ChFC or CFP designations What to Expect as Part of MassMutual and the Team Regular meetings with the Private Wealth...Suggested
MassMutual
Windsor, CT27 days ago - ...Perform API strips & troubleshoot issues and concerns regarding cross-contamination Adapt and understand the procedures from CTFA, AOAC and others as needed. Perform Total Plate Counts, Enrichments, Preservative Effectiveness Testing, raw material testing, bulk...SuggestedFull timeTemporary workMonday to FridayFlexible hours
- ...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...Suggested
- ...management abilities ~ Ability to handle sensitive matters with discretion and professionalism Preferred Experience & Credentials CTFA (Certified Trust and Fiduciary Advisor) designation or progress toward certification Community or regional bank trust department...Suggested
- ...or higher »Five to 10 years of practice as a Trust agent or a practicing attorney. »Certified Trust Fiduciary Advisor (CTFA) is desired but not required. expertise, expertise, Abilities : »Strong decision-making capability » capability...SuggestedBank staffWork at officeLocal area
$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- ...management or leadership experience Desired Qualifications: A BS/BA degree or higher A Juris Doctor (JD) degree CTFA or similar industry designation Extensive experience in trusts and estates and/or corporate fiduciary experience Knowledge and...SuggestedWork experience placement
SEBENZA LLC,
Philadelphia, PA4 days ago $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...SuggestedWork at office$100.27k - $170.77k
...Microsoft Office (Word, Excel & PowerPoint) JD, LLM or other legal designation/degree preferred Completion of Trust Certificate and/or CTFA preferred What's In It For You? Compensation Starting base salary: $100,268 - $170,765 per year. Exact compensation may vary...SuggestedWork at officeLocal areaRemote work- ...Ability to delegate tasks when necessary. Aptitude 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) OsaicSuggestedFull timeWork at officeImmediate start
- ...three (3) years of wealth management experience required Ability to attain Certified Trust and Financial Advisor certification (CTFA) within one year of employment Certified Financial Planning certification highly desired Demonstrated experience in effective...SuggestedWork at officeNight shift
- ...5 years fiduciary experience. 2. Obtained or working toward an advanced degree or license/certification (e.g. JD, LLM, MBA, CPA, CTFA or CFP). General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates...SuggestedFull timePart timeInterim roleWork at officeLocal areaShift workDay shift
$134.97k - $224.96k
...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$91.06k - $151.77k
...maintaining high level of integrity and professionalism Education and Experience Preferred Juris Doctor (JD) or Master's degree CTFA (Certified Trust and Financial Advisor) certification Strong interpersonal skills Physical Requirements M&T Bank is...SuggestedWork experience placement- ...experience in trust administration, estate planning and/or finance. Bachelors Degree and Certified Trust and Financial Advisor (CTFA) designation preferred Trust, legal or accounting experience (corporate trustee preferred) Knowledge of estate planning concepts...Permanent employmentContract work
$120k - $130k
...(CPA) ~ Certified internal auditor (CIA) ~ Certified regulatory compliance manager (CRCM) ~ Certified trust & financial advisor (CTFA) ~ Certified fiduciary & investment risk specialist (CFIRS) ~ Certified bank auditor (CBA) ~ Certified financial services auditor...Work experience placement- ...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 disability...
$102k - $190k
...management. Strong knowledge of fiduciary principles, trust laws, and estate planning strategies. Professional designations such as CTFA, CFP, or CPA are highly desirable. Exceptional interpersonal, communication, and relationship-building skills. Proven ability...Full timeContract workPart timeLocal area- ...The successful candidate will have the following qualifications and/or skills: ~ Undergraduate degree is required; a JD, CFP, CTFA or CPA designation is preferred. Higher level education such as a Master's degree, PHD, or certifications is desirable. In lieu of a...Temporary workWork at officeFlexible hours
- ...verbal 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
$98.18k - $115.5k
...or more years of experience in Trust administration Professional Designation is required and may include, but is not limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program Preferred Skills/Experience: Advanced knowledge of estate settlement...Temporary workWork experience placement$95.2k - $200k
...business experience, preferably a minimum of 5 years of trust administration and estate planning experience Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred Skills Risk Management Business...Shift workDay shift$100k - $180k
...Business Bank of Choice" May perform other duties as assigned. Bachelor's degree, required. Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. 5-10 years of experience in banking and wealth management, required. Excellent relationship management, networking, and...Immediate start- ...analytics and reporting desirable. ~ Strong communication, organization, and analytical skills. ~ Bachelor's or graduate degree; CTFA, CFP, or similar professional designation preferred Hours and Work Schedule Hours per Week: 40 Work Schedule: Monday -...Full timeLocal areaMonday to Friday
$98.18k - $115.5k
...or more years of experience in Trust administration Professional Designation is required and may include, but is not limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program Preferred Skills/Experience Advanced knowledge of estate settlement...Temporary workWork experience placementLocal area- ...acceptable background check Preferred Qualifications: ~ Bachelor's Degree in Business, Finance or Economics ~ CFP preferred or CTFA, CFA, CPA, JD or MBA ~ Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA ~5 or more years of...Work at officeLocal area
$94k - $175k
...with local Private Banking Teams, Commercial Bankers and Investment Bankers (preferred) Licenses and Certifications: ~ CPA, LLM, CTFA, and/or CFP (preferred) Skills: Ability to lead relationship development and engagement for beneficiaries. Demonstrates...Work experience placementWork at officeLocal area$127.27k - $212.12k
...accounts or related legal/business experience in the financial services industry including technical trust and planning experience CTFA (Certified Trust and Financial Advisor) certification Strong interpersonal skills Physical Requirements M&T Bank is...Work experience placement- ...Fiduciary Administration or related field. Working towards or possess an advanced degree or certification (e.g. JD, MBA, CFP, CPA, or CTFA). Experience working with Trust Financial Software General Description of Available Benefits for Eligible Employees of Truist...Full timePart timeWork at office
