Average salary: $276,100 /yearly
More statsGet new jobs by email
$105.16k
...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- ...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
- ...leadership role on the team and within the business community Desired Qualifications: + MBA or Post-Graduate Degree + CFP, CPA, CFA, CTFA, CFM or JD a significant plus Skills: + Business Development + Client Management + Client Solutions Advisory +...SuggestedWork at officeShift workDay shift
- ...communication and client-service ability ~ Experience with CRM and planning/financial analysis tools ~ Credentials (JD, CPA, CFP, CTFA) - or pathway/commitment to earn them Why Trust Point A strong, stable, century-old firm with a modern Family Office...SuggestedWork at office
$70k - $80k
...Ability to 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) OsaicSuggestedFull timeWork at officeImmediate start- ...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
$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$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- ...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...SuggestedFull timeLocal areaRemote workAfternoon shift
$98.18k - $115.5k
...or more years of experience in Trust administration Professional Designation is required and may include, but is not limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program Preferred Skills/Experience Advanced knowledge of estate settlement...SuggestedTemporary workWork experience placementLocal area- ...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....SuggestedWork at office1 day per week
- ...~5-7 years of relevant trust administration experience. ~ Strong team mate 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 through...SuggestedLocal area
- ...finance, business administration, or related field; advanced degree preferably a law degree and/or professional certifications (e.g., CTFA, CFP, CFA preferred) Extensive experience (3-5 years) in trust administration, estate planning or wealth management preferably...SuggestedWork at office
- ...liquidity event exit planning. CFP, CPA or JD required. Additional advanced degrees or certifications (e.g., MBA, CEPA, CIMA, CTFA) preferred. The role of Senior Wealth Planner has significant travel responsibilities. While utilizing technology to the greatest...SuggestedRemote work
- ...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). Location: Wilmington, Delaware, United States...SuggestedTemporary workWork experience placement
- ...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 Truist...Work at officeRemote work
- ...Management. Essential Requirements ~ Bachelor's degree in Finance, Business, Law, or a related field strongly preferred ~ STEP, CTFA, CFP, or CPA designation, or work towards certification, is a plus ~1-3 years of experience in trust administration, estate...Permanent employmentLocal area
- ...excellent written and verbal communication skills as this position deals directly with key client families and legal and tax advisors. CTFA, CFP preferred. Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted...Temporary workWorldwideFlexible hours
- ...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...Temporary workWork at officeFlexible hours
- ...estate administrations. Doctor of Jurisprudence (JD) degree from an accredited law school or Certified Trust and Fiduciary Advisor (CTFA) certification. Education/Skills Bachelor's degree from an accredited university. Law degree or Certified Public Accountant...Contract workWork experience placementWork at office
- ...Minimum qualifications: Bachelor's degree, with a business-related focus, preferred. Possesses related Securities Licenses and/or CTFA (Certified Trust and Fiduciary Advisor) or CFP (Certified Financial Planner), or willingness and ability to obtain. Strong...Temporary work
- ...Technical Expertise. Experience, skills, knowledge requirements include: External Financial Services Industry Designations - CFP, CTFA, CFA, CEBS preferred Insurance or securities licenses preferred but will not be maintained. Degrees - Bachelor's degree in...
$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- ...projects and performs other duties as assigned. Qualifications: Bachelor's degree. Certified Trust and Financial Advisor (CTFA) designation required or hold CFP or Juris Doctorate (JD). Minimum of eight years trust administration and client relationship management...Night shift
$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$143.87k - $239.79k
...Proven track record of implementing wealth management strategies./ph2Education and Experience Preferred/h2pSecurities licensing, CFP, CTFA, CPA designation. MBA (Masters degree in Business Administration) or JD (Juris Doctor)./ppMT Bank is committed to fair, competitive,...Temporary workWork experience placement- ...accounts. Communicates with clients and relays this information to various members of the staff. Has completed trust school and received CTFA certificate. Mentors with Trust Officer. Works as a member of the trust team. Job Specifications Education: High school...
$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- ...brokerage house. ~3+ year's personal trust relationship management or related experience. ~ Certified Trust and Financial Advisor (CTFA) certification or marked progress towards achieving and ability to attain within 2 years of employment. ~ Client-centered focus...Work at officeLocal area
- ...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...