Trust Advisor
2 weeks ago
Job Description We are seeking an experienced trust officer to provide investment management and trust administration services to high-net-worth clientele. As a trust officer, you will be responsible for managing personal trust accounts and estates as well as developing customized solutions to assist clients in meeting their wealth management goals. Responsibilities: Administer personal, estate, and charitable trust accounts Act as fiduciary to make and implement investment decisions per the terms of trusts Prepare detailed asset allocation recommendations and implement investment strategy Analyze trusts and provide creative solutions to help minimize taxes and transfer costs Communicate regularly with grantors, beneficiaries, attorneys, CPAs, and brokers Ensure compliance with all state and federal laws/regulations related to trust administration Requirements: 5+ years of trust operations and investment portfolio management experience CFP or CTFA designation preferred Series 65 license required Excellent client service orientation and communication skills Strong aptitude for analyzing complex trust structures and tax implications Proficiency with financial planning and portfolio modeling software As a trust officer, you will serve as a knowledgeable resource for high-net-worth clients in managing substantial, sophisticated investment portfolios and administering personalized trust solutions. This is an opportunity to play a key role in providing the highest level of trust services and customized wealth management. All qualified professionals will be contacted, simply apply directly or email resume to tamara.thomas@gogpac.com All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
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Private Wealth Advisor
1 week ago
Plano, United States BOK Financial Full timeReq ID: 74506 Location: Plano -PLAN Areas of Interest: Private Wealth Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 05/31/2024 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.based financial services holding company with operations in Oklahoma, Texas,...
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Private Wealth Advisor
7 days ago
Plano, United States BOK Financial Full timeReq ID: 74506 Location: Plano -PLAN Areas of Interest: Private Wealth Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 06/28/2024 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma,...
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Life Insurance Advisor
1 month ago
Plano, United States Barnes Agency Full time🌟 Join Our Team: Life Insurance Advisor🌟 Are you a passionate go-getter with a knack for building relationships and driving results? Do you thrive in a dynamic environment where your efforts are rewarded? We're seeking a motivated Life Insurance Advisor to join our team and revolutionize the way people approach life insurance! About Us: At the Barnes...
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Life Insurance Advisor
1 month ago
Plano, United States Barnes Agency Full timeJob DescriptionJob Description🌟 Join Our Team: Life Insurance Advisor🌟Are you a passionate go-getter with a knack for building relationships and driving results? Do you thrive in a dynamic environment where your efforts are rewarded? We're seeking a motivated Life Insurance Advisor to join our team and revolutionize the way people approach life...
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Life Insurance Advisor
3 weeks ago
Plano, United States Barnes Agency Full timeJob DescriptionJob Description🌟 Join Our Team: Life Insurance Advisor🌟Are you a passionate go-getter with a knack for building relationships and driving results? Do you thrive in a dynamic environment where your efforts are rewarded? We're seeking a motivated Life Insurance Advisor to join our team and revolutionize the way people approach life...
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Retail Service Advisor
4 weeks ago
Plano, United States The ODP Corporation Full timeOverview At Office Depot Inc., the Services Advisor is a part-time role, providing “total solutions” to our customers encompassing Technology, Services, Furniture and Print offerings. The associate will quickly build and maintain customer relationships and become a trusted advisor by utilizing training of Technology products/services and print...
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Plano, Texas, United States SAP, SE Full timeFeatures Business development profile with ~ approximate 30% - 50% travel This is an elite team with high visibility and exposure to SAP and Customer leadership Flexible work environment Culture of trust and teamwork Learning never stops SAP is an eq Advisor, Industry, Executive, Technology, Business Services
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Financial Advisor
1 month ago
Plano, United States BrokerHunter Full timeNo Prospecting, No Cold-Calls, Book of Business Is ProvidedStop prospecting! Come join our clients’ firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, our client has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you...
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Financial Advisor
1 week ago
Plano, United States BrokerHunter Full timeNo Prospecting, No Cold-Calls, Book of Business Is ProvidedStop prospecting! Come join our clients’ firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, our client has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you...
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Financial Advisor
3 weeks ago
Plano, United States BrokerHunter Full timeNo Prospecting, No Cold-Calls, Book of Business Is ProvidedStop prospecting! Come join our clients’ firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, our client has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you...
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Wealth Management Advisor
1 month ago
Plano, United States Sunflower Bank, N.A. Full timeSunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Plano, Tx Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management...
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Wealth Management Advisor
2 weeks ago
Plano, United States The Ladders Full timeSunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Plano, Tx Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management...
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Sales Client Advisor
2 weeks ago
Plano, United States LiquidAgents Healthcare Full timeLiquidAgents Healthcare, a full-service staffing firm, is seeking a Sales Client Advisor, your primary focus is creating and cultivating relationships with current and potential clients in your designated territory to staff clients with our healthcare professionals. In office position Responsibilities: Pursue qualified and unqualified leads to develop and...
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Wealth Management Advisor
1 month ago
Plano, United States Sunflower Bank NA Full timeJob DescriptionJob DescriptionDescription:Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Plano, TxSunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful...
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Wealth Management Advisor
3 weeks ago
Plano, United States Sunflower Bank NA Full timeJob DescriptionJob DescriptionDescription:Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Plano, TxSunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful...
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Wealth Management Advisor
3 weeks ago
Plano, United States Sunflower Bank NA Full timeJob DescriptionJob DescriptionDescription:Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Plano, TxSunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful...
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Wealth Management Advisor
3 weeks ago
Plano, United States Sunflower Bank, N.A. Full timeSunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Plano, Tx Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management...
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Investment Counselor/Financial Advisor
4 weeks ago
Plano, TX, United States Fisher Investments Full timeCome join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your...
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CLIENT ADVISOR
2 months ago
Plano, United States GUCCI Full timeSummary If you are a Dream-maker, this is the place for you. Together, we’ll create the real fabric of Gucci. A community of people united by the same passion: breaking new ground in the fashion world and beyond. Job Description Role Mission The Gucci Client Advisor is responsible for providing our clients with exceptional service by meeting their...
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Plano, United States SAP Full timeWe help the world run better At SAP, we enable you to bring out your best. Our company culture is focused on collaboration and a shared passion to help the world run better. How? We focus every day on building the foundation for tomorrow and creating a workplace that embraces differences, values flexibility, and is aligned to our purpose-driven and...
