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....SuggestedFull timeLocal area
The Bgm Group
Remote1 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...SuggestedFull time- ...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...SuggestedFull timeWork from home
$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...SuggestedFull timePart timeWork at officeLocal areaShift workDay shift$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...SuggestedWork experience placement$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...SuggestedFull timeWork experience placementLocal area- ...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...SuggestedFull timeBank staff
$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...SuggestedFull timeTemporary workWork experience placement$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- ...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.•...SuggestedLocal area
- ...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...SuggestedFull timeWork at office
$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...SuggestedPermanent employmentTemporary workWork at officeFlexible 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
- ...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...SuggestedFull timePart time
- ...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...SuggestedFull timeWork experience placement
$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 workWork experience placementLocal area$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 areaMonday to Friday- ...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
- ...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
$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 workWork at office- ...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 workWork at office
- ...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 workWork at office
$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 officeLocal areaRemote work- ...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
- ...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
- ...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 officeLocal area
$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 workLocal areaFlexible hours- ...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
- ...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 workLocal area
- ...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
