Trust Advisor

We are seeking an experienced TRUST ADVISOR to join our team managing client trusts and estates. As a Trust Advisor, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, tax planning, and provide personalized advice around wealth transfer plans. Responsibilities - Administer various types of trusts and...

Job Summary: This individual will be responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to individuals, families, trusts and foundations. The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client...

**Special Needs Trust Advisor III** **Position Competencies** Successful incumbents possess ethics and values, listening and presentation skills, problem solving, priority setting and negotiating skills are politically savvy and have a drive for results. **Position Responsibilities**: - Manages all types of Special Needs accounts in accordance with the...

Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both intern Trust, Business Development, Advisor, Financial Planning, Wealth Advisor, Senior, Banking

Job Description:At Regions, the Philanthropic Solutions Advisor advises individuals, families, and institutions to achieve their charitable mission. The PS Advisor acquires clients, retains and develops relationships, and associated revenue for a group of accounts for charitable and non-profit clients.Primary Responsibilities:Understands clients' goals and...

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...

Regions Career Opportunity:Join a dynamic team at Regions where we believe in providing more than just a job for our associates. We offer a rewarding environment for individuals who are results-driven and dedicated to quality, strength, and integrity. If you possess the drive to succeed, we are the employer for you.Job Description:Regions is currently...

Steer by Mechanic Advisor offers a suite of software tools for today's automotive repair shop. We combine a mix of software tools that a repair shop needs to run a highly profitable shop, in one user-friendly, cost-effective platform. Through the Steer CRM suite, we allow the shop owner to get back to focusing on what matters, and to stop worrying about...

About Northern Trust Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...

About Northern Trust Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...

About Northern Trust Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...

Job DescriptionJob DescriptionThe OpportunityAs a Wealth Strategist Wholesaler, you will play a critical role in growing and developing new wealth management sales within your territory by working closely with company's financial advisors and their high-net-worth clients. You will provide sales expertise for the following solutions: Trust, Outsourced...

Job DescriptionJob DescriptionThe OpportunityAs a Wealth Strategist Wholesaler, you will play a critical role in growing and developing new wealth management sales within your territory by working closely with company's financial advisors and their high-net-worth clients. You will provide sales expertise for the following solutions: Trust, Outsourced...

Req ID: 74397 Location: Dallas -DAL Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 05/17/2024 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, Arizona, Arkansas, Colorado,...

Our StoryFounded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant...

Our StoryFounded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant...

Req ID:74397 Location: Dallas -DAL Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 05/17/2024 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, Arizona, Arkansas,...

Req ID:74397 Location: Dallas -DAL Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 05/17/2024 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, Arizona, Arkansas,...

JOB OVERVIEW The role of a Client Relations Associate II (CRA II) is vital in ensuring seamless operations and exceptional service to financial advisors. This position entails providing Tier I and Tier II technical training and software support, as well as assisting with advisor transactions and resolving issues promptly. The CRA II also plays a key role in...

JOB OVERVIEW The role of a Client Relations Associate II (CRA II) is vital in ensuring seamless operations and exceptional service to financial advisors. This position entails providing Tier I and Tier II technical training and software support, as well as assisting with advisor transactions and resolving issues promptly. The CRA II also plays a key role in...