Average salary: $276,100 /yearly

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  •  ...environment. Understanding of securities processing and trust accounting. Local market experience preferred. CSOP, CTOP®, ATOP, or CTFA certification is a plus. Strong analytical and problem-solving skills. Excellent organizational and time management abilities.... 
    Suggested
    Full time
    Local area

    The Bgm Group

    Remote
    1 day ago
  • $150k - $350k

     ...Additional Preferred Skills:Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA Frost Benefits:At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This... 
    Suggested
    Full time

    Frost Bank

    Katy, TX
    3 days ago
  •  ...or introduction of new initiatives, systems, products/services and processes What You'll Bring to Baird: Juris Doctorate (JD), CFP, CTFA are a plus Bachelor’s degree in Economics, Finance, Accounting, or Business Administration 5+ year experience in the trust industry... 
    Suggested
    Full time
    Work from home

    Baird

    Louisville, KY
    2 days ago
  • $200k - $225k

     ...applicable NMLS acceptable background checkPreferred 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 sales... 
    Suggested
    Full time
    Part time
    Work at office
    Local area
    Shift work
    Day shift

    Truist

    Richmond, VA
    1 day ago
  • $200k - $250k

     ...education.4+ years of management or leadership experience.Preferred 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... 
    Suggested
    Work experience placement

    Eclaro International

    New York, NY
    2 hours ago
  • $80.28k - $98.12k

     ...verbal and communication skills- Well-developed customer service/relations skills- Working towards a Professional Designation such as a CTFA or a CFPLocation expectations This role requires working from a U.S. Bank location three (3) or more days per weekIf there’s... 
    Suggested
    Full time
    Work experience placement
    Local area

    US Bank

    Naples, FL
    4 days ago
  •  ...and/or equivalent combination of education and experience requiredLICENSES AND CERTIFICATIONSCertified Trust and Financial Advisor (CTFA) preferredCertified Public Accountant (CPA) preferredCertified Financial Planner-CFP Board preferredChartered Financial Analyst (CFA... 
    Suggested
    Full time
    Bank staff

    First Interstate Bank

    Bozeman, MT
    2 days ago
  • $153.7k - $256.1k

     ...segmentProven track record of implementing wealth management strategiesEducation and Experience Preferred:Securities licensing, CFP, CTFA, CPA designationMBA (Master’s degree in Business Administration) or JD (Juris Doctor)#LI-LA1#Wilmingtontrust#WealthadvisorM&T Bank... 
    Suggested
    Full time
    Temporary work
    Work experience placement

    M&T Bank

    Baltimore, MD
    2 hours ago
  • $75k - $120k

     ..., or a related banking role. A bachelor's degree in finance, accounting, business, economics, or a related discipline is preferred. CTFA, JD, CFP, or other relevant credentials are highly valued but may not be required. Ready to explore your next opportunity in TRUST... 
    Suggested

    GPAC

    East Lansing, MI
    15 hours ago
  •  ...to solve problems or escalate as needed• Awareness of applicable guidelines and regulations including, but not limited to USP, ISO, CTFA, FSA.• Knowledge of metric system, NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation.•... 
    Suggested
    Local area

    North American Science Associates, Inc.

    Northwood, Lucas County, OH
    3 days ago
  •  ...plans. Bachelor's degree in Finance, Economics, Accounting, Business, or a related field; advanced credentials such as CFP®, CFA®, or CTFA are highly beneficial. Demonstrated experience in wealth management, private client advisory, or trust services, preferably in a... 
    Suggested
    Full time
    Work at office

    W3Global

    Greenville, SC
    4 days ago
  • $114k - $184.8k

     ...Bachelor’s degree and Certified Financial Planner (CFP) designation required. Additional advanced credentials such as CPA, JD, CPWA, or CTFA are highly valued This position description is intended to provide a general overview of the expectations and responsibilities of... 
    Suggested
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient Services LLC

    Portland, ME
    2 days ago
  •  ...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

    GPAC

    Shawnee, KS
    15 hours ago
  •  ...platforms Experience supporting regulatory examinations (OCC, FDIC, state banking regulators) CISP (Certified IRA Services Professional) or CTFA (Certified Trust and Fiduciary Advisor) designation IRALOGIX is an equal opportunity employer committed to building a team that... 
    Suggested
    Full time
    Part time

    iraLogix, Inc.

    Brooklyn, NY
    2 days ago
  •  ...ideal candidate will possess a bachelor's degree in business, finance or related field. Having a Certified Trust Financial Advisor (CTFA) designation is preferred. Will be a graduate of the Cannon Trust School or willing to enroll in program soon after hire. Four years... 
    Suggested
    Full time
    Work experience placement

    Cornerstone Bank NE

    York, NE
    5 days ago
  • $107.55k - $182.84k

     ...helpful, easy and personal. Additional Qualifications : ~ Certifications or accreditations such as a CRPC, CFP, CPA, CFA, CWS, CTFA, CFM are helpful. Compensation: Compensation range (base pay): $107,552.00-$182,838.00 This role may have a specific starting... 
    Temporary work
    Work experience placement
    Local area

    First National of Nebraska

    Kansas City, MO
    1 day ago
  • $159k - $190k

     ...success in managing relationships with affluent or high-net-worth individuals and families. Advanced credentials such as CFP, CFA, CTFA, CPWA, JD, or MBA strongly preferred. Exceptional interpersonal, communication, and consultative selling skills. Deep... 
    Local area
    Monday to Friday

    First County Bank

    Stamford, CT
    4 days ago
  •  ...experience in investment-related business development, ideally within wealth management or trust services Bachelor’s degree required; CFP or CTFA designation required Demonstrated success working with and marketing to high-net-worth clients Strong communication, interpersonal,... 
    Work at office

    Investors Trust Company

    Chapel Hill, NC
    1 day ago
  •  ...estate planning, and other financial services required. Advanced Degree/Designation (JD, MBA, or CPA) considered but not required. CTFA preferred. Managing a sophisticated book of business, including workflow for Trust Administrator Ensuring account activity... 
    Full time

    Fidelity Investments

    Wilmington, DE
    5 days ago
  • $90k - $145k

     ...'s degree or the equivalent combination of education, training and experience. Cannon or ABA accreditations preferred (specifically CTFA or CFP) Knowledge, Skills and Abilities: Solid understanding of trust law, estate planning concepts, and fiduciary responsibility... 
    Temporary work
    Work at office

    Riverview Bank

    Vancouver, WA
    3 days ago
  •  ...internal fiduciary policies and trust guidelines. Qualifications B.S. in Business, Accounting, Management, or related field JD, CTFA, CFA, CFP or other professional designations, preferred 5+ years related experience in Trust Operations Experience with Trust accounting... 
    Temporary work
    Work at office

    Moneta

    Clayton, MO
    3 days ago
  •  ...or family office clients at an RIA, private bank, family office, or wealth management firm. Additional credentials such as JD, CPA, CTFA, or an advanced degree in a related field. Experience working alongside estate planning attorneys and tax professionals on integrated... 
    Temporary work
    Work at office

    NewEdge Capital Group LLC

    Miami, FL
    3 days ago
  • $122.55k - $208.71k

     ...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: $122,548 - $208,711 per year. Exact compensation may vary based... 
    Work at office
    Local area
    Remote work

    City National Bank

    Rochester, NY
    1 day ago
  •  ...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 office
    Local area

    SunTrust Investment Services, Inc.

    Philadelphia, PA
    4 days ago
  •  ...years experience in Wealth Management, ideally in an RIA or Banking setting Preferred but not required: Banking experience; CFA, CFP, CTFA certifications; trust & estate planning experience If you meet these requirements and feel like you are a good fit for this role,... 
    Local area

    JCW Group

    Hartford, CT
    4 days ago
  •  ...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 period(s) of time may be spent viewing a personal computer, sitting, standing, and... 
    Work at office
    Local area

    INTRUST Bank

    Wichita, KS
    3 days ago
  • $155k - $215k

     ...Management/Financial Advisory experience; prior team leadership experience preferredProfessional designations, including CFP, CFA, CPA, CTFA, and/or MBA are preferred; military experience a plusRequires experience or demonstrated understanding of wealth management... 
    Temporary work
    Local area
    Flexible hours

    Busey-Bank-2

    Glenview, IL
    3 days ago
  •  ...emphasis on client service, business development, and trust administration. Advanced degree or professional certification such as J.D., CTFA, or CPA preferred. Local market experience preferred. Exceptional verbal, written, and interpersonal communication skills. Strong... 
    Local area

    Boeckermann Grafstrom & Mayer

    Sioux Falls, SD
    3 days ago
  •  ...documentation, problem-solving, business development, and follow-through skills. Advanced degree or professional credential such as CFP, CPA, CTFA, CIMA, CFA, JD, CPWA, AEP, or similar role-relevant designation preferred. Securities licensing is not required for the core Wealth... 
    Temporary work
    Local area

    The Croghan Colonial Bank

    Fremont, OH
    2 days ago
  •  ...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 Proficiency... 
    Shift work

    Emprise Bank 2

    Wichita, KS
    1 day ago