Average salary: $276,100 /yearly
More statsGet new jobs by email
- ...principles and financial concepts Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: CTFA or CFP designation preferred Valid Drivers License Physical Requirements or Work Conditions Beyond Traditional Office Work:...SuggestedWork 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$70k - $80k
...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- ...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
- ...Strong analytical, verbal, and written communication skills. Preferred Qualifications Advanced certifications such as JD, CTFA, or CFP. Conditions of Employment Must be able to pass a criminal background & credit check This is a full-time, non-remote...SuggestedFull timeLocal areaRemote workAfternoon shift
- ...focused on the Trust business either at a corporate fiduciary or law firm. Advanced degrees or professional certifications such as CFP, CTFA and/or J.D. strongly preferred. In depth knowledge of financial markets, investment strategies and all fiduciary products and...Suggested
$111.41k - $189.74k
...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: $111,408 - $189,738 per year. Exact compensation may vary...SuggestedWork at officeLocal area- ...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
- ...trust professional with an assigned book of business ~ Experience with directed trusts preferred ~ Bachelor's degree or higher, CTFA preferred, or equivalent work experience ~ Strong knowledge of the principles of trust administration and practical experience in...SuggestedFull timeWork experience placementWork at office
$142.1k - $236.8k
...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- ...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) OsaicSuggestedFull timeImmediate start
- ...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,...SuggestedTemporary workWork experience placementWorldwideFlexible hours
$80k - $120k
...fiduciary principles. ~ Understanding of investment management markets and how portfolio strategies support client objectives. ~ CTFA designation or progress toward certification is a plus. Compensation The anticipated base salary range for this position is...SuggestedWork at officeLocal areaShift work$55k - $156.45k
...Education: Requires a four-year college degree or equivalent. Attainment of or progress towards attainment of industry certifications (e.g. CTFA, CFP, ChFC, etc.) and/or advance degree (e.g. MBA, JD, etc.) preferred. Experience: Two to five years specialized experience,...SuggestedWork at officeMonday to Friday$113.19k - $158.46k
...correspondence. Advanced skill level in Word and Excel. Intermediate PowerPoint skills. Self-starter requiring minimal supervision. JD, CTFA, AEP or similar designation preferred. Professional / Educational Experience: ~ Bachelor’s degree from accredited college or...SuggestedWork experience placementBank staffWork at officeLocal areaBANK OF MARIN
Novato, CA13 days 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...Full timePart timeWork at officeLocal area
- ...through merit-based salary increases. Qualifications: ~ CFP designation required. ~ Additional certifications such as the CFA, CTFA or CPA preferred. ~ This job requires a Series 7, 63 or 66 regulatory license and/or registration (e.g. FINRA, state, SFC) as well...Work at officeLocal areaRemote workRelocationMonday to Friday
- ...Requirements: Bachelor's degree required; advanced degree (MBA or JD) highly preferred. Professional certifications such as CTFA, CFP, CFA, or CPA. Minimum of 8 years of Trust and Estate Planning experience. Minimum of 5 years in general Wealth Advisory and...Work at officeLocal area
- ...required (business, legal studies, or finance preferred). An equivalent combination of education and experience may be considered. CTFA or pursuit of fiduciary certification encouraged. Minimum 4 years in trust administration, relationship management, or fiduciary...Local 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
$110.25k - $235.81k
...energy, ranch and farm properties. Bonus points if... You have one or more of the following credentials: MBA, CFA, CFP, CPA, CTFA, or JD. You have supervisory or team leadership experience. You have 5+ years in demonstrated sales position. You are active...Work at officeLocal areaFlexible hours$170.5k - $284.1k
...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,...Temporary workWork experience placement$236.56k - $414.12k
...significant experience in relationship management and portfolio management ~ MBA or Post-Graduate Degree preferred ~ CFP, CPA, CFA, CTFA, CFM certificate preferred ~ Series 7 and 63 required Salary Range: $236,555 - 414,115 USD Salary range is a good faith...Temporary workFlexible hours- ...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...Work at officeNight shift
$98.1k - $210k
...issues Ability to communicate and connect with high-net-worth clients Desired Qualifications: Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA Bachelor's Degree or equivalent business experience in High-Net-Worth Trust environment Skills: Business...Work at officeShift workDay shift$85k - $125k
...Professional certification such as Certified Fiduciary & Investment Risk Specialist (CFRIS) or Certified Trust and Fiduciary Advisor (CTFA) highly preferred. A minimum of 6 years of experience in a compliance role within the banking or financial services industry....Full timeWork at officeRemote workFlexible hours$180k - $254.8k
...track record of successful sales experience working with high net worth and ultra-high net worth clients. ~ JD, CPA, MBA, CFA, CIMA, CTFA or CFP preferred. Skills: Business Development Critical Thinking Oral Communications Presentation Skills Wealth...Work experience placementWork at officeWork from homeShift workDay shift$75.82k - $89.2k
...and communication skills Well-developed customer service/relations skills Working towards a professional designation such as a CTFA or a CFP If there's anything we can do to accommodate a disability during any portion of the application or hiring process,...Temporary workWork experience placementLocal area$125k - $140k
...Microsoft Word, Excel, PowerPoint and Outlook as well as Adobe. You're a certified professional. You have a CFP, JD, CPA and/or CTFA designation. Strong communicator: You possess excellent verbal and written communication skills, with demonstrated experience effectively...Remote work$126.83k - $215.61k
...State Life, Accident & Health and Variable Contract insurance licenses Certifications or degrees such as a CRPC, CFP, CPA, CFA, CWS, CTFA, CFM or MBA, JD or ability to earn accreditation Candidates must possess unrestricted work authorization and not require future...Contract workTemporary workWork experience placementWork at officeLocal area
