Average salary: $276,100 /yearly
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$116.19k
...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- ...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...SuggestedWork at officeLocal area
- ...the Delaware TO II book, management of fiduciary risks and trust policy adherence. Must have the ability to partner effectively. CTFA preferred. Skills: Account Management Analytical Thinking Attention to Detail Client Management Customer and Client...SuggestedWork at officeWork from homeShift workDay shift
- ...willing to obtain licenses within 90 days of start date) Desired Skills * MBA or Post-Graduate Degree preferred * CFP, CPA, CFA, CTFA, CFM or JD a significant plus Skills Business Development Client Management Client Solutions Advisory Prospecting...SuggestedWork at officeShift workDay shift
- ...degree, required. ~5 -7 Years Work Experience in Relevant Business Environment, preferred. ~ Certification as a CPA, CFP and/or CTFA is desired or willingness to work towards Professional Credentials This position requires excellent communications and interpersonal...SuggestedFull timeWork experience placementLocal areaMonday to Friday
Trust Point Inc.
La Crosse, WI16 days ago $94k - $175k
...client relationships with a view toward revenue enhancement and profitability./liliProfessional Designation preferred JD, CPA, LLM, CTFA, CFP or advanced degree as appropriate./liliSelf-motivated, goal and results driven./liliDemonstrated ability to be accountable for...SuggestedTemporary workWork at office- ...Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS, Certified Trust and Financial Advisor CTFA, Chartered Life Underwriter CLU, CRPC Chartered Retirement Planning Counselor, or ChFC Chartered Financial Consultant. Completion...SuggestedFull timePart timeWork at office
- ...Bachelor's Degree in a related field. Applicable experience and/or related certifications may be considered in lieu of degree. JD, CTFA, CPA, or other relevant professional designations strongly preferred. Experience: Minimum 10 years of experience in trust...Suggested
BankWest
Pierre, SD1 day ago $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) - $...SuggestedBase plus commissionFull timeTemporary workMonday to Friday- ...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
- ...client 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 At Frost, we care about your health, your family, and...Suggested
- ...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
$121.7k - $202.83k
...Proven track record of implementing wealth management strategies./ph3Education and Experience Preferred:/h3pSecurities licensing, CFP, CTFA, CPA designation/ppMBA (Masters degree in Business Administration) or JD (Juris Doctor)/pp$121,698.75 - $202,831.26 Annual (USD)/...SuggestedTemporary workWork experience placement$105k - $123.5k
...families and multi-generational relationshipspreferred Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment to work towards earning after hire) or Certified Public Accountant (CPA), Juris Doctorate (JD)...SuggestedHourly payFull timeShift work$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...SuggestedShift 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$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...Work at office$55k - $120k
...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...Full timeImmediate start$80k - $120k
...Degree or higher 5 to 10 years of experience as a Trust Officer or a practicing attorney preferred. Certified Trust Fiduciary Advisor (CTFA) is desired but not required. Knowledge, Skills, Abilities : Ability to pay attention to details Strong working knowledge of...Bank staffWork at officeLocal area$30 - $36 per hour
...Bachelor’s degree ( Emphasis in Trust Administration, Business, Finance, Accounting, or Law preferred). Willingness to continue education (CTFA, CFP, CFA Foundations Certificate) · At least 1 year of previous experience involving trust accounting and/or estate planning...Hourly payFull timeWork experience placementWork at officeLocal areaRelocation packageFlexible 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
- ...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...Full timeWork experience placementWork at office
- ...Accountant (CPA) or equivalent qualifying designation, Chartered Advisor in Philanthropy (CAP), Certified Trust and Fiduciary Advisor (CTFA). Preferred Skills: Blend of abilities to develop and manage administrative and technical systems while also implementing...Full time
- ...the creation and delivery of educational content for beneficiaries and internal teams Qualifications and Experience ~10+ years of experience in trust administration or trust and estate planning ~ Bachelor’s degree required; CTFA or law degree a plus...Work at office
$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...Work experience placement$102k - $190k
...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...Contract workPart timeLocal area- ...experience with communicating and connecting 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...
$120k - $210k
...duties as assigned. About You Bachelor’s Degree or equivalent work experience, preferred Certified Trust and Financial Advisor (CTFA) designation or JD degree, preferred 10+ years’ experience in trust services and team management/supervisory experience, required...Work experience placementWork at officeImmediate start- ...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...Bank staffWork at officeLocal area
- ...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...Full timePart timeWork at officeRemote workShift workDay shift
