Average salary: $276,100 /yearly
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- ...matters ~ Continuous learning mindset, with the ability to gain knowledge of policies and procedures to progress within the role ~ CTFA or CFP preferred At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a...SuggestedTemporary workWorldwide
$100k - $115k
...just managing accounts. Self-starter who takes ownership, solves problems, and works well in a collaborative boutique setting. CTFA designation is a plus but not required. What Success Looks Like The ideal candidate is someone clients immediately trust,...SuggestedLocal areaImmediate startRelocation package$110k - $145k
...relationships while seeking guidance on more complex matters. Preferred Experience: ~ Certified Trust and Fiduciary Advisor (CTFA) designation OR equivalent combination of experience and education in lieu of above. Working knowledge of trust...SuggestedWork at officeRemote work- ...of experience in trust administration, estate planning, or fiduciary services. \n J.D. and Certified Trust and Fiduciary Advisor (CTFA) required \n Comprehensive knowledge of trust laws, regulations, and fiduciary principles.. \n Proficiency in trust accounting...SuggestedWork at office
Masis Professional Group
Fairfield County, CT5 days ago - ...go, not where we are today) Experience within a three-lines-of-defense governance model A relevant professional qualification (CTFA, CFTA, or a legal qualification) Benefits Flexible vacation policy Private Healthcare Employee stock ownership (ESOP) Flexible...SuggestedWork at officeFlexible hours
- ...least 3 years within investment banking, trust administration, customer service or related field. Certified Trust Financial Advisor (CTFA) is a plus. Completion of Cannon Trust School or comparable program. Excellent verbal and written communication skills. Excellent...SuggestedWork at office
$119.2k - $193.2k
...to detail required.* Bachelor’s degree and Juris Doctor (JD) required.* Additional advanced credentials such as CPA, CFP, CPWA, or CTFA are highly valued*This position description is intended to provide a general overview of the expectations and responsibilities of this...SuggestedPermanent employmentFull timeTemporary workWork at officeFlexible hours- ...personal trust accounts or related fiduciary and/or banking experience. Professional designations are preferred, including CFA and CTFA, along with an undergraduate degree in a related field or five (7) years of equivalent combined experience and education; ongoing course...SuggestedWork at office
$125k - $175k
...decisions with clarity and confidence Maintain data on clients in system of record and CRM. Qualifications CFP® designation and/or CTFA credential required (or in progress with a defined timeline to completion) Bachelor’s degree in Finance, Business, or a related...Suggested$85k - $125k
...\n \n Experience with financial advisory focused CRM software \n Additional industry specialized certifications (e.g. TPCP®, CTFA, CFA®, CeFT®)\n \n \n Desired \n \n ~ Outside activities and interests, community involvement \n \n \n Benefits...SuggestedFull timeWork at officeFlexible hoursSterling Wealth Management
Champaign, IL5 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...SuggestedTemporary workLocal areaFlexible hours- ...ability to solve problems or elevate 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
$75k - $85k
...Management minor preferred Minimum of one to three years of Trust Administration experience required Cannon or ABA Trust school a plus CTFA certification preferred Excellent verbal and written communication along with strong organizational skills A passion for working...SuggestedFull timeWork at office$150k - $160k
...fast‑paced and deadline‑oriented environment Capability to manage multiple demands and competing priorities JD (Juris Doctor) or CTFA (Certified Trust and Fiduciary Advisor) strongly preferred Salary And Benefits Salary based upon experience (Salary range $150,000...SuggestedWork at office$175k - $200k
...authority for discretionary payments and approvals Qualifications Must hold a Juris Doctor (JD) or Certified Trust and Fiduciary Advisor (CTFA) designation 10+ years in trust administration and financial regulatory compliance with leadership experience Strong knowledge of...SuggestedWork at office$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 knowledge...Local areaMonday to Friday$131.46k - $225.36k
...development, client retention, and relationship management At least one of the following licenses or certifications: CFP, ChFC, CWS, CTFA, or FINRA Series 7/66 Master’s degree in Business, Finance, or related field Benefits Retirement savings including both 401(k) and...$111.41k - $189.74k
...Microsoft Office (Word, Excel & PowerPoint) JD, LLM or other legal designation/degree preferred Completion of Trust Certificate and/or CTFA preferred Compensation Starting base salary: $111,408 - $189,738 per year. Exact compensation may vary based on skills, experience,...Work at officeLocal areaRemote work$89.95k - $119.95k
...Experience: Bachelor's degree, with advanced degree JD or MBA preferred. CFP (Certified Financial Planner) or JD. If not holding a JD then CTFA (Certified Trust and Fiduciary Advisor) certification, or CTFA pending with 20 years industry experience. 3-5 years experience in...Contract workTemporary workWork at officeFlexible hours- ...experience and/or related certifications may be considered in lieu of degree. Attend and complete Wealth Management & Trust Schools, earn CTFA designation. Experience: 2 years' experience in related field. Knowledge and Special Skills: Knowledge of the operation and...
- .... Bachelor’s degree required. Advanced degree preferred. Law degree preferred. Other relevant certification desirable (LL.M., M.T., CTFA, CFP, CSPG, CPA or CFA). Minimum of 5 years related experience, preferably in legal services, development, financial services, business...Work at office
$85k - $95k
...Control Administrator Senior Special Security Technician / ISSO Philanthropic Solutions Trust Support Administrator - JD, LLM, CPA, CTFA Solution Architect: ServiceNow HR Service Delivery - Product Engineering Facility Computer Maintenance Management System Administrator...Full timeRemote work- ...administration. Has a bachelor’s degree, preferably in finance, business administration or holds an MBA in Trust and Wealth Management. CTFA designation is preferred. Possesses a working knowledge of financial services industry trends, directions, major issues, regulatory...Casual workWork at officeLocal area
- ...presence. 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...Full timeLocal areaRemote workAfternoon shift
$23 per hour
...escalation as needed Technical Competencies 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....Local area- ...leadership experience, and at least 7 years of personal financial planning expertise. A Bachelor's degree is required, while a JD, CFP®, and CTFA credentials are highly valued. If you enjoy helping clients preserve wealth, mentoring talented professionals, and occasionally...
MRINetwork Jobs
Neenah, WI10 days ago - ...prioritize and meet deadlines. Certificates, Licenses, Registrations: Expectation of obtaining an industry related certification (CPA, CFP, CTFA, etc.) if such certification is not already held. Job Location: North Dallas (Preston Road at 635/LBJ) Join the NDBTeam! We have a...Full timeWork experience placementInternshipWork at officeLocal areaRemote work
$122.54k - $208.72k
...PowerPoint) and CRM systems proficiency 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: $122,535 - $208,715 per year. Exact compensation may vary based...Work at officeRemote work$70k - $80k
...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) #J-18808-Ljbffr Advisor Group Inc.Full timeWork at officeImmediate start$25 per hour
...escalate as needed **Technical Competencies** • 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....Full timeLocal area
