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$125k - $350k
...experience. JD required. Additional advanced degree (e.g., LLM, CPA) or additional advanced certifications (e.g., MBA, CFP, CEPA, CTFA) preferred. The role of Wealth Planner has significant travel responsibilities. While utilizing technology to the greatest extent...SuggestedRemote work- ...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
- ...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...Suggested
- ...operating system, internet browsers, networking and software used by the bank. Certificates, Licenses, Registrations: Successful CTFA or equivalent preferred including the continuing education credits to maintain such certification. If no CTFA certification is held,...SuggestedBank staffMonday to Friday
- ...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...SuggestedShift work
$128.1k - $213.5k
...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$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$60k - $75k
...tasks as assigned. Back-up support for the front desk/reception as needed. Desired Education Bachelor's degree preferred CTFA or CFP preferred by not required Desired Experience Understanding of trust accounting and/or estate planning concepts is...SuggestedFull timeWork at office$50k - $60k
...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 timeWork at officeImmediate start- ...management and portfolio management MBA or post-graduate degree preferred Professional certifications preferred (CFP, CPA, CFA, CTFA, CFM) Series 7 and 63 licenses required As a Northern Trust partner, greater achievements await. You will be part of a flexible...SuggestedTemporary workWork at officeFlexible hours
- ...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
- ...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
$68.4k - $114k
...professionalism Education and Experience Preferred: Bachelor's degree Minimum of 3 years' estates and trust experience CTFA (Certified Trust and Financial Advisor) certification Ability to read and interpret governing instruments related to account administration...SuggestedWork experience placement- ...of Trust Administration What You Have ~7+ years of experience in personal trust administration ~ 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
- ...~ High School diploma required or an equivalent combination of education, training or experience. ~ Post-secondary degree preferred. ~5+ years minimum experience in trust administration. ~ CTFA a plus, but not required. ~ JD a plus, but not required. BairdWork at officeRemote work
$55k - $156.45k
...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, specifically...For contractorsWork at office- ...translate complex fiduciary requirements into practical, client-focused solutions. Cannon Trust School or ABA Trust School preferred. CTFA designation or willingness to obtain it. Solid understanding of trust and fiduciary concepts, estate planning, and taxation....Work at office1 day per week
$78k - $125k
...Proficiency in the use of Microsoft Office software applications, including excel, as well as standard trust accounting systems. CTFA, CFP, or JD certifications are desirable Compensation: A good-faith, reasonable estimate of the base salary range for this role is...Work at office- ...administration Has a bachelor's degree, preferably in finance, business administration or hold an MBA in Trust and Wealth Management. CTFA designation is preferred. Possesses a working knowledge of financial services industry trends, directions, major issues,...Casual workWork at office
- ...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...Shift workDay shift
$90k - $115k
...legal, accounting, financial services or related industry ~ Advanced certification, or actively working toward one, preferred (ex: CTFA, CFP, CPA) ~ Proven ability to handle confidential information with discretion and demonstrate the highest level of client service,...Full timeTemporary workWork at officeLocal area- ...preferred ~5+ years of relevant trust administration experience. ~ Strong teammate who enjoys collaboration with internal partners ~ CTFA, CFP, CFA, CES, or equivalent preferred ~ Trust investment knowledge and/or experience with brokerage and/or delivery of trust...
$139.7k - $232.9k
...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- ...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
$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 office$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$150k - $210k
...Trust Administration, Estate Planning, or Financial Planning License or Certification Type: Certified Trust & Financial Advisor (CTFA) Preferred, Certified Financial Planner (CFP) Preferred Skill(s): High level of financial or fiduciary and estate planning knowledge...- ...~ Excellent written and verbal communication skills ~ Proficient in Microsoft applications Additional Preferred Skills: ~ CTFA, CFP, or similar professional designation Our Benefits: At Frost, we care about your health, your family, and your future and...
- ...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...Full timePart timeInterim roleWork at officeLocal areaShift workDay shift