Senior Trust Advisor

Overview: The Wealth Management Trust Specialist, as part of Huntington's Private Client Group (PCG), evaluates and profiles the comprehensive financial requirements of affluent clients and collaborates with product experts to identify cross-selling opportunities.Key Responsibilities:Oversee the complete management of assigned Wealth & Investment accounts...

About the RoleWe are seeking a highly motivated and experienced Senior Financial Consultant to join our team at Advisor Employee Services. As a key member of our financial services team, you will be responsible for providing expert financial guidance and advice to our clients.Key ResponsibilitiesDevelop and implement customized financial plans for...

Job OverviewPosition LevelExperiencedEmployment TypeFull Time - HourlyEducation RequirementHigh School DiplomaCompensation$36.36 HourlyWork ScheduleDay ShiftRole Summary:The Senior Personal Financial Representative (PFR) is a seasoned professional who excels in delivering outstanding service to members. This role involves building new member relationships,...

About UsWe are a reputable financial services firm that has been serving closely-held businesses, their owners, and individuals seeking trusted financial and tax advisors since 1979.We understand the unique demands and challenges our clients face and strive to build trusted advisory relationships. With a focus on professional advice and superior service, our...

Join Our Team at MarshBerryMarshBerry is expanding, and we are looking for a Senior Vice President to enhance our Financial Advisory Team. Our organization thrives on a collaborative, people-centric culture that fosters growth and development. The trust our clients place in our skilled professionals is pivotal to our success, and every team member plays a...

About UsWe are a reputable firm that has been serving closely-held businesses, their owners, and individuals seeking trusted financial and tax advisors since 1979. Our mission is to build trusted advisory relationships and make a meaningful impact on our clients' financial success.Our ValuesGrowth Opportunities: We prioritize your professional growth through...

About the RoleThis is a senior-level position within our tax department, where you will be responsible for providing expert tax advice and guidance to our clients. As a Senior Tax Associate, you will work closely with our clients to understand their unique tax needs and develop tailored solutions to meet those needs.Key ResponsibilitiesTax Planning and...

About Acrisure Acrisure stands as a premier global Fintech innovator, merging human expertise with advanced technology to deliver a diverse range of financial products and services to countless businesses and individual clients. Our mission is to connect clients with solutions that safeguard and enhance their most valued assets, including Insurance,...

About Acrisure Acrisure stands as a prominent global leader in the Fintech sector, merging human expertise with advanced technology to deliver a diverse range of financial products and services to countless businesses and individual clients. Our mission is to connect clients with solutions that safeguard and enhance their essential assets, including...

Descripción Resumen: El Consultor de Fideicomisos Senior, como parte del Grupo de Clientes Privados de Huntington, evalúa y perfila las necesidades financieras totales de los clientes de alto patrimonio y presenta a especialistas en productos para obtener oportunidades de venta cruzada. Funciones y Responsabilidades: Encargado de la administración...

About the RoleCertifID, Inc is seeking a seasoned Senior Enterprise Customer Success Manager to join our team. As a key member of our Customer Success organization, you will be responsible for driving customer adoption and ensuring the long-term success of our enterprise clients.Key ResponsibilitiesManage a portfolio of enterprise customers, providing...

About Acrisure's Financial Operations:Acrisure's financial operations are built on a foundation of trust, collaboration, and innovation. Our platform brings together a network of trusted advisors, growth-enabling AI, and a culture of organic partnership to deliver high-margin distribution solutions.Job Summary:We are seeking a highly skilled Senior Associate...

Position Overview:As a Senior P&C Underwriting Specialist, you will play a pivotal role in managing and underwriting a diverse Middle Market portfolio. We are committed to going beyond traditional insurance practices, empowering our team members to reach their full potential while supporting our clients in achieving their objectives.Key...

About the Role:The Senior Licensed Sales Assistant will report directly to the FVP of Wealth Management and be responsible for managing the client service center and providing advisor sales and operational assistance for the IB Wealth Management team. This role will oversee the daily operation of the IB Wealth Management call center and serve as an internal...

Private Client Advisor IIGrand Rapids, MichiganJob Description:Job DescriptionAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to...

About Us. At Marsh LLC, we pride ourselves on fostering an award-winning, inclusive workplace culture that thrives on the dedication of our exceptional team. With over 10,000 talented professionals, we are committed to delivering impactful and meaningful work every day. Discover how you can excel as a Senior Regional Property Claims Consultant with us. Marsh...

Our Unique Approach. At Marsh LLC, we pride ourselves on fostering an award-winning, inclusive workplace culture that is built on the dedication of exceptional individuals. Our team, comprised of over 10,000 of the industry's most talented professionals, is committed to delivering impactful and meaningful work every day. Discover how you can thrive as a...

Job Title: Senior Financial Analyst, Department: Acquisition AccountingReports To: Senior Finance ManagerAbout AcrisureAcrisure is a rapidly expanding fintech leader that operates as a global insurance brokerage. Since 2013, the Company has experienced remarkable growth, escalating from $38 million to $4 billion in revenue, utilizing a blend of human...

About the RoleThis is an exciting opportunity for a Senior HR Business Partner to join the Americas Customer Service HR team. As a trusted advisor to key executives, you will utilize your experience to identify, create, and deliver innovative and pragmatic solutions, while implementing processes and procedures to address business needs.Key...

Job Title:Senior Financial Analyst, Acquisition Accounting Department:Finance Reports To:Senior Finance Manager About AcrisureAcrisure is a prominent player in the fintech sector, focusing on global insurance brokerage. Since 2013, Acrisure has experienced remarkable revenue growth from $38 million to $4 billion, merging human expertise with advanced...