Average salary: $276,100 /yearly
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- ...investment principles and financial conceptsLicensures/Certifications Required to Perform the Primary Responsibilities of this Position:CTFA or CFP designation preferredValid Drivers LicensePhysical Requirements or Work Conditions Beyond Traditional Office Work:Frequent...SuggestedFull timeWork at officeLocal area
$180k - $225k
..., Business Development, Private Wealth Management, Wealth Director, Private Client Advisor, Managing Director, Wealth Advisor, CFP, CTFA, Trust and Estate#LI-US#HybridExperience our welcoming culture and reach your professional and personal potential!Our culture is shaped...SuggestedWork at officeLocal area- ..., procedures, controls) strongly preferredLicenses and Certifications (one or more preferred)Certified Trust and Fiduciary Advisor (CTFA)Chartered Financial Analyst (CFA)Certified Financial Planner (CFP)Active JD/bar admission, CPA, or accredited estate/trust designation...Suggested
$350k
...Additional Preferred Skills:Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA Frost Benefits:At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This...SuggestedFull time$98.1k - $210k
...’ concerns / issuesAbility to communicate and connect with high-net-worth clientsDesired Qualifications:Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPABachelor’s Degree or equivalent business experience in High-Net-Worth Trust environmentSkills:Business DevelopmentClient...SuggestedFull timeWork at officeFlexible hoursDay shift$80.28k - $98.12k
...verbal and communication skills- Well-developed customer service/relations skills- Working towards a Professional Designation such as a CTFA or a CFPLocation expectations This role requires working from a U.S. Bank location three (3) or more days per weekIf there’s...SuggestedFull timeWork experience placementLocal area- ...response, or quality assurance, with Certified Fiduciary Investment & Risk Specialist (CFIRS), Certified Trust and Fiduciary Advisor (CTFA), Certified Regulatory Compliance Manager (CRCM), Certified Enterprise Risk Professional (CERP), Certified Internal Auditor (CIA),...SuggestedFull timeContract workLocal area
$153.7k - $256.1k
...segmentProven track record of implementing wealth management strategiesEducation and Experience Preferred:Securities licensing, CFP, CTFA, CPA designationMBA (Master’s degree in Business Administration) or JD (Juris Doctor)#LI-LA1#Wilmingtontrust#WealthadvisorM&T Bank...SuggestedFull timeTemporary workWork experience placement$92k - $115k
...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....SuggestedFull timePart timeWork at officeShift workDay shift$155k - $170k
...duciary services with direct client interactionsStrong knowledge of trust and estate law, fiduciary accounting, and tax considerationsJD, CTFA or similar designation preferredStrong attention to detail and strong organizational skillsAbilitytomanagecomplex,multi-...SuggestedWork at officeLocal area- ...training OR an equivalent combination of education and experience.Preferred Certifications - Certified Trust and Fiduciary Advisor (CTFA), Certified Fiduciary & Investment Risk Specialist (CFIRS), or Certified Regulatory Compliance Manager (CRCM).Skills - You should possess...SuggestedFull timeBank staffLocal areaFlexible hours
- ...JD), Certified Public Accountant (CPA), Master of Laws (LL.M.), Master of Taxation, or another relevant advanced degree requiredCFP, CTFA, or other relevant industry designations preferred.Minimum of 10 years of estate and trust planning and/or income tax planning...SuggestedFull time
$86.66k - $148.56k
...Financial Planner (CFP) designation.Certified Public Accountant (CPA) designation.Juris Doctor (JD).Certified Trust and Financial Advisor (CTFA) designation.Why You’ll Love Working HereThis role offers the opportunity to build meaningful relationships with high-net-worth...SuggestedFull time$111.6k - $136.4k
...thinking, problem-solving and relational skills.Desired Qualifications• Advanced degree or applicable professional designation, such as CTFA, ATFA, CFP, or another relevant fiduciary, financial planning, legal, or risk credential.• Extensive knowledge of fiduciary...SuggestedFull timeLocal area- ...and/or equivalent combination of education and experience requiredLICENSES AND CERTIFICATIONSCertified Trust and Financial Advisor (CTFA) preferredCertified Public Accountant (CPA) preferredCertified Financial Planner-CFP Board preferredChartered Financial Analyst (CFA...SuggestedFull timeBank staff
$88.58k - $147.6k
...Verbal and written communication skills for effective interactions with clients, financial advisors, and other professionalsPreferences:CTFA, CFP or ChFCPay Range: $88,580.00 - $147,599.00Actual base salary varies based on factors, including but not limited to, relevant...Full timeRemote workWork from home$141.21k - $172.59k
...conference and wealth management events.PREFERRED SKILLS/EXPERIENCEAdvanced degree or applicable professional designation, such as CTFA, ATFA, CFP, or another relevant fiduciary, financial planning, legal, or risk credential.Experience managing fiduciary professionals...Full timeLocal area$200k - $225k
...applicable NMLS acceptable background checkPreferred 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 sales...Full timePart timeWork at officeLocal areaShift workDay shift- ...or introduction of new initiatives, systems, products/services and processes What You'll Bring to Baird: Juris Doctorate (JD), CFP, CTFA are a plus Bachelor’s degree in Economics, Finance, Accounting, or Business Administration 5+ year experience in the trust industry...Full timeWork from home
- ...Experience in trust, fiduciary, private banking, wealth management, or estate planning environmentsProfessional certifications such as CTFA, CFP, CFA, JD, CPA, or similar credentialsEstablished network of professional referral sources within the marketOur Benefits:At...Full time
$200k - $250k
...education.4+ years of management or leadership experience.Preferred Qualifications:A BS / BA Degree or Higher.A Juris Doctor (JD) Degree.CTFA or similar industry designation.Extensive experience in trusts and estates and / or corporate fiduciary experience.Knowledge and...Work experience placement$122.54k - $208.72k
...of trusts, not limited to but including all types of family trusts, charitable trusts and special needs trusts.Trust Certification (CTFA) is requiredAdditional QualificationsMust possess comprehensive knowledge of personal trust laws and regulations, state tax laws, income...Work at officeRemote work$141k - $190k
...of WPT within Wintrust in a mentorship programQualifications10+ years of relevant experienceSpecialized Advanced degree (PhD, J.D.) CTFA and/or CFP Preferred or equivalent years of experienceCompensationThe estimated salary range for this role is $141,000- $190,000, along...Full timeWork at office$75k - $120k
..., or a related banking role. A bachelor's degree in finance, accounting, business, economics, or a related discipline is preferred. CTFA, JD, CFP, or other relevant credentials are highly valued but may not be required. Related titles: Senior Trust Officer, Trust Administrator...- ...high net-worth clients ($1MM+ level clientele). ~ College graduate with additional certification/credential required (i.e. JD /MBA/CTFA/CFP/CFA). ~ Technically strong with demonstrated experience with sophisticated trust and asset structures. ~ Demonstrated...Work at officeFlexible hours
- ...requiredPrevious experience as a Tax, Trust, and Estate attorney strongly preferredAt least one of the following is required; JD, LLM, CPA, CTFA, AEPActive FINRA Series 65 license or equivalent required (may be obtained with a 120-day condition of employment)Extensive...Full timeWork at office
- ...effective communication skills. Strong organizational skills and aptitude for detail. Teamwork and leadership orientation. Ability to easily adapt to changing work environment. CTFA (Certified Trust Financial Advisor) designation a plus. #J-18808-Ljbffr Kestra FinancialWork experience placementImmediate start
- ...or family office clients at an RIA, private bank, family office, or wealth management firm. Additional credentials such as JD, CPA, CTFA, or an advanced degree in a related field. Experience working alongside estate planning attorneys and tax professionals on integrated...Temporary workWork at office
- ...finance, law, or a related field; advanced degrees preferred.Certified Financial Planner (CFP), Certified Trust and Fiduciary Advisor (CTFA), Certified Public Accountant (CPA), Juris Doctorate (JD) or other related professional designations are a plus.5+ years of...Full timeWork at officeLocal area
- ...administration Has a bachelors 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