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... 
    Suggested
    Full time
    Work at office
    Flexible hours

    Regions Financial Corporation

    Houston, TX
    3 days ago
  •  ...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... 
    Suggested
    Work at office
    Local area

    Philadelphia Staffing

    Philadelphia, PA
    3 days ago
  •  ...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... 
    Suggested
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Wilmington, DE
    3 days ago
  •  ...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... 
    Suggested
    Work at office
    Shift work
    Day shift

    Bank of America

    Palm Beach, FL
    3 days ago
  •  ...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... 
    Suggested
    Full time
    Work experience placement
    Local area
    Monday to Friday

    Trust Point Inc.

    La Crosse, WI
    16 days ago
  • $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... 
    Suggested
    Temporary work
    Work at office

    KeyCorp

    Lafayette Hill, PA
    2 hours agonew
  •  ...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. Completion... 
    Suggested
    Full time
    Part time
    Work at office

    Truist

    Miami, FL
    2 hours agonew
  •  ...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... 
    Suggested

    BankWest

    Pierre, SD
    1 day ago
  • $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) - $... 
    Suggested
    Base plus commission
    Full time
    Temporary work
    Monday to Friday

    Shore United Bank

    Waldorf, MD
    3 days ago
  •  ...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... 
    Suggested
    Full time
    Part time
    Interim role
    Work at office
    Local area
    Shift work
    Day shift

    Truist

    Falls Church, VA
    2 days ago
  •  ...client 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 At Frost, we care about your health, your family, and... 
    Suggested

    Frost

    Wylie, TX
    3 days ago
  •  ...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... 
    Suggested
    Work at office
    Night shift

    United Bank

    Charleston, WV
    2 days ago
  • $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)/... 
    Suggested
    Temporary work
    Work experience placement

    MT Bank

    Wilmington, DE
    3 days ago
  • $105k - $123.5k

     ...families and multi-generational relationshipspreferred Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment to work towards earning after hire) or Certified Public Accountant (CPA), Juris Doctorate (JD)... 
    Suggested
    Hourly pay
    Full time
    Shift work

    Commerce Bancshares

    Kansas City, KS
    1 day ago
  • $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... 
    Suggested
    Shift work
    Day shift

    Bank of America

    Seattle, WA
    3 days ago
  • $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... 
    Immediate start

    Seattle Staffing

    Seattle, WA
    4 days ago
  • $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

    Chicago Staffing

    Chicago, IL
    11 hours ago
  • $55k - $120k

     ...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... 
    Full time
    Immediate start

    Gpac

    Garden City, MI
    17 hours ago
  • $80k - $120k

     ...Degree or higher 5 to 10 years of experience as a Trust Officer or a practicing attorney preferred. Certified Trust Fiduciary Advisor (CTFA) is desired but not required. Knowledge, Skills, Abilities : Ability to pay attention to details Strong working knowledge of... 
    Bank staff
    Work at office
    Local area

    Orange Bank & Trust Company

    White Plains, NY
    1 day ago
  • $30 - $36 per hour

     ...Bachelor’s degree ( Emphasis in Trust Administration, Business, Finance, Accounting, or Law preferred). Willingness to continue education (CTFA, CFP, CFA Foundations Certificate) · At least 1 year of previous experience involving trust accounting and/or estate planning... 
    Hourly pay
    Full time
    Work experience placement
    Work at office
    Local area
    Relocation package
    Flexible hours

    San Pasqual Fiduciary Trust Company

    Los Angeles, CA
    4 days ago
  •  ...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,... 
    Temporary work
    Work experience placement
    Worldwide
    Flexible hours

    Philadelphia Staffing

    Philadelphia, PA
    11 hours ago
  •  ...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... 
    Full time
    Work experience placement
    Work at office

    Delaware Staffing

    Wilmington, DE
    1 day ago
  •  ...Accountant (CPA) or equivalent qualifying designation, Chartered Advisor in Philanthropy (CAP), Certified Trust and Fiduciary Advisor (CTFA). Preferred Skills: Blend of abilities to develop and manage administrative and technical systems while also implementing... 
    Full time

    First Citizens Bank

    Raleigh, NC
    3 days ago
  •  ...the creation and delivery of educational content for beneficiaries and internal teams Qualifications and Experience ~10+ years of experience in trust administration or trust and estate planning ~ Bachelor’s degree required; CTFA or law degree a plus... 
    Work at office

    ECG Resources

    Chicago, IL
    20 days ago
  • $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

    M&T Bank

    Wilmington, DE
    2 days ago
  • $102k - $190k

     ...Strong knowledge of fiduciary principles, trust laws, and estate planning strategies. Professional designations such as CTFA, CFP, or CPA are highly desirable. Exceptional interpersonal, communication, and relationship-building skills. Proven ability... 
    Contract work
    Part time
    Local area

    BMO US

    Chicago, IL
    1 day ago
  •  ...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... 

    Maryland Staffing

    Chevy Chase, MD
    11 hours ago
  • $120k - $210k

     ...duties as assigned. About You Bachelor’s Degree or equivalent work experience, preferred Certified Trust and Financial Advisor (CTFA) designation or JD degree, preferred 10+ years’ experience in trust services and team management/supervisory experience, required... 
    Work experience placement
    Work at office
    Immediate start

    Columbia Bank

    Los Angeles, CA
    2 days ago
  •  ...or higher »Five to 10 years of practice as a Trust agent or a practicing attorney. »Certified Trust Fiduciary Advisor (CTFA) is desired but not required. expertise, expertise, Abilities : »Strong decision-making capability » capability... 
    Bank staff
    Work at office
    Local area
    Goshen, NY
    3 days ago
  •  ...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... 
    Full time
    Part time
    Work at office
    Remote work
    Shift work
    Day shift

    BB&T

    Nashville, TN
    6 days ago