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Trusted Advisor jobs

Viewing 1 - 10 of 44,963 jobs

  • Financial Consultant

    Fidelity Investments - Merrimack, NH

    The Financial Consultant has responsibility for the management, retention and development of his/her assigned client households. Each Financial Consultant will manage a book of approximately 300-500 client accounts, who hold Fidelity...

    18 days ago from Fidelity Investments

  • Financial Planner

    AXA Advisors - Williamsville, NY

    AXA Advisors, LLC financial professionals develop trusted, long-term relationships with clients through offerings of financial services and products. Qualified candidates must have: § An interest and/or knowledge of financial products,...

    24 days ago from AXA Advisors

  • Trust Consultant

    USAA - San Antonio, TX

    We are currently seeking talented Trust Consultant for our San Antonio, TX facility. PURPOSE OF JOB Provides financial planning advice to members and/or advisors through various channels (e.g., phone, e-mail, fax, face-to-face). Assists in...

    4 days ago from USAA

  • Affluent Financial Advisor bilingual English Portuguese (Miami)

    Citi - Miami, FL

    DescriptionAffluent Financial Advisor Overview: This is a sales and relationship management position with primary ... Maintain access to and credibility with clients as a trusted financial advisor. Handle inquiries and resolve...

    5 days ago from Citi

  • Trust Advisor

    PNC - Cincinnati, OH

    As a Trust Advisor at PNC Wealth Management, you will provide trust/estate administration and relationship management se ... Using your communication skills, you will support the advisor team in the presentation of fiduciary services to...

    3 days ago from PNC Bank

  • New York Seasonal State and Local Tax Financial Services Sr Associate (7385346)

    PwC - New York City, NY

    PwC/LoS Overview: Are you interested in the opportunity to work for an industry-leading firm that services clients that include the Fortune 500, and will give you the experience and exposure you need to build your career and personal...

    4 days ago from PwC

  • Private Client Advisor Bilingual Portuguese English

    Citi - Miami, FL

    Maintain access to and credibility with clients as a trusted financial advisor. Handle inquiries and resolve problems whenever contacted by client. Oversee and ensure compliance with the following processes: Investment Objective Setting...

    5 days ago from Citi

  • Client Relationship-Global Services Delivery-Senior

    USAA - San Antonio, TX

    and Legal. Applies advanced knowledge and acts as a trusted advisor providing consultation services to internal clients in areas of strategic sourcing, alternatives and solutions supplier management, third party risk management, and global...

    30+ days ago from USAA

  • Personal Trust Officer/VP

    Banking, Seattle, Wa - Seattle, WA

    you can make as we strive to become the world’s most trusted financial group. Job Summary: Responsible for the ... and probate administration experience and/or CTFA (Certified Trust and Financial Advisor) Equal Opportunity...

    17 days ago from Banking, Seattle, WA

  • Senior Trust Advisor I (Chicago/Oakbrook)

    PNC - Chicago, IL

    As a Senior Trust Advisor, you will provide trust/estate administration and relationship management services to an assig ... relationships. In this integral role, you will support the advisor team in the presentation of fiduciary services to...

    20 days ago from PNC Bank

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