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- ...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
$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...SuggestedBank staffWork at officeImmediate start$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- ...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
- ...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
$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...SuggestedWork experience placement$111.71k - $195.49k
...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$100k - $125k
...liliExperience in implementing or enhancing financial systems and internal control environments is preferred./liliCPA, CFA, CTP, or CTFA designation a plus./liliStrong analytical and problem-solving skills with a detail-oriented mindset./liliStrategic thinker who can operate...SuggestedRemote 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- ...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...Suggested
$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...SuggestedImmediate start- ...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,...SuggestedTemporary workWork experience placementWorldwideFlexible hours
$134k - $154k
...Experience: Trust or Legal Preferred License or Certification Type: National Trust School, Certified Trust and Financial Advisor (CTFA), Certified Financial Planner (CFP) Skill(s): Accomplished level of financial or fiduciary and estate planning skills,...SuggestedLocal area$102k - $190k
...Bachelor's degree in finance, law, business administration, or a related field; advanced degrees (JD, MBA) or industry certifications (CTFA, CFP, CPA) preferred. Minimum of 5 years of experience in trust administration within a regulated financial institution,...SuggestedPart timeLocal area- ...administrative procedures. Desired Qualifications: ~7 plus years of trust experience ~ Bachelor's degree or equivalent experience, CTFA or JD highly preferred. Skills: Account Management Analytical Thinking Attention to Detail Client Management...Work at office
- ...Demonstrates how to problem solve and recommend solutions Willingness to travel Bachelors degree required; MBA, JD, CFA, CFP or CTFA preferred Chilton seeks candidates who have outstanding analytical skills coupled with strong organizational, communication and...Work at officeLocal area
- ...degree or equivalent, with 12+ years financial services experience ~5 - 8+ years of shown experience in trust administration ~ CTFA preferred, advanced degree/designation (JD, MBA, or CPA) considered but not required ~ Detailed understanding of trust and estate...
$58.77k - $93.87k
...opportunities and formulate conclusions and recommended actions Ability to set priorities, and objectives Trust Certificate and/or CTFA a plus What's In It For You? Compensation Starting base salary: $58,766.40 - $93,873.60 per year. Exact compensation may vary based...$100k - $275k
...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...Work at officeShift workDay shift- ...for 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...Work at office
- ...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...Work at officeWork from homeShift workDay shift
$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...Temporary workWork at office- ...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...Full timeWork experience placementLocal areaMonday to Friday
Trust Point Inc.
La Crosse, WI16 days ago - ...to Head of Trust. Position Qualifications Education & Experience ~ Bachelor's degree in finance or related field. ~ CFP, CTFA, CPA, MBA or law degree preferred. ~10+ years of experience in financial services, preferably in a bank trust environment ~ Experience...Work experience placement
- ...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. 4....Work at office
$103.1k - $188.9k
...collections. Skills and Attributes for Success: ~ Bachelor's degree. ~ CPA, EA, licensed Attorney, Professional Fiduciary or CTFA (Certified Trust and Fiduciary Advisor) certification. ~5+ years of fiduciary/court accounting experience at a bank, law firm or CPA...Summer holidayFlexible hours$103.1k - $188.9k
...collections. Skills and attributes for success include: ~ Bachelor's degree. ~ CPA, EA, licensed Attorney, Professional Fiduciary or CTFA (Certified Trust and Fiduciary Advisor) certification. ~5+ years of fiduciary/court accounting experience at a bank, law firm or...Summer holidayFlexible hours$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) - $...Base plus commissionFull timeTemporary workMonday to Friday- ...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...
BankWest
Pierre, SD1 day ago
