Trust Portfolio Advisor

Job SummaryWe are seeking a skilled Trust Portfolio Advisor to join our team at UNION Savings BANK, responsible for developing and implementing investment strategies for personal trust and investment management accounts.Key ResponsibilitiesCollaborate with trust officers to analyze client needs and develop tailored investment strategies.Construct and manage...

Job Description**About the Role**Union Savings Bank is seeking a skilled Trust Portfolio Advisor to join our team. As a key member of our investment management team, you will be responsible for developing and implementing investment strategies for personal trust and investment management accounts.Key Responsibilities:Collaborate with trust officers to...

Job DescriptionJob Title: Portfolio Investment AdvisorJob Summary:We are seeking a skilled Portfolio Investment Advisor to join our team at UNION Savings BANK, responsible for developing and implementing investment strategies for personal trust and investment management accounts. The ideal candidate will have a strong foundation in investment principles,...

Trust Portfolio AdvisorAt UNION Savings BANK, we're seeking a skilled Trust Portfolio Advisor to develop and implement investment strategies for personal trust and investment management accounts.Key Responsibilities:Collaborate with trust officers to analyze client needs and create tailored investment plansConstruct and manage portfolios aligned with client...

Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.Opportunity for a Senior Trust Advisor in Traverse City or Grand Rapids, MichiganGENERAL FUNCTION: Serve as Trust Advisor for clients with more than $5MM in investable assets Work with...

SUMMARY: The Investment Trust Consultant serves as the key business development representative for investment solutions within the Trust Department. This role involves close collaboration with Trust Officers to evaluate, design, and execute investment strategies tailored for personal trust and investment management accounts. The Investment Trust Consultant...

Job SummaryThis role is responsible for developing and maintaining client relationships through proactive communication and account management. The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client Advisors, and other service areas, including Client Tax and Financial Planning Department, Investments, Legacy Planning and...

Relationship ManagerRockland Trust is seeking a skilled Relationship Manager to join our Investment Management Group in Hanover. As a key member of our team, you will be responsible for building and maintaining strong relationships with high-net-worth clients, providing personalized services, and supporting new business efforts.Key Responsibilities:Develop...

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

Position Type: RegularYour opportunity Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwab’s approach to investing. The Wealth Strategies Consulting Group addresses complex wealth management needs of...

Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

Job Overview Responsible for managing fiduciary and investment-oriented client relationships in which the bank is acting as trustee, executor, administrator, conservator, guardian, depositor or agent, and developing new personal trust business by providing Exceptional Service and Sensible Advice. Administer various trusts; provide expert financial advice...

Job OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and...

Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...

Job OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and...

Job DescriptionLocation: On site at location listed on job posting. Summary: Responsible for the administration of trust accounts, estate portfolios and moderate to complex accounts, including direct client contact. Maintains current book of business and develops new business relationships with potential clients. Facilitates internal service coordination to...