Wealth Transfer Jobs in Azle

VP - Trust Specialist Duties: Develop current and future fee trust business in accordance with assigned production goals for the position, includes Financial Advisor penetration goals Build solid relationships with Financial Advisors, Private Wealth Advisors, Complex Directors, Sales... Managers and Regional Managing Directors of the Advisory Division specific to assigned territory. Provide trust and estate planning solutions, wealth transfer strategies to clients... and prospec... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

VP - Trust Specialist The candidate reports directly to the Sales Performance Executive with Personal Wealth and Retirement. Will be... regionally located and responsible for covering specific complexes/offices in the Advisory Division of Merrill Lynch. Develop current and future fee trust business in accordance with assigned production goals for the position, includes Financial Advisor penetration goals. Build solid relationships with Financial Advisors, Private Wealth Advisor... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Vice President - Trust Specialist Responsibilities: Will report directly to the sales performance executive with personal wealth and retirement. Will be... responsible for covering specific complexes/offices in the advisory Division of company. Develop current and future fee trust business in accordance with assigned production goals for the position, includes Financial Advisor penetration goals. Build solid relationships with Financial Advisors, Private Wealth Advisors, Comple... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Wealth Management - Private Bank... - Banker - Vice President or Executive Director The candidate will identify and develop client relationships within the high net worth or ultra high net worth market. As the brand ambassador, the Banker leads new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. Leverage the specialists on their team in order to provide interdisciplinary expertise for most complex clien... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Fiduciary Officer The candidate will be responsible for providing advice, guidance and training to US Trust account teams and centralized units on technical fiduciary issues in support of sales efforts and administration processes across a fiduciary book of accounts. Assist account officers with exercise of fiduciary discretion and review of new business opportunities. Responsible for providing early intervention on fiduciary problems and risk matters. Serves as pri... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Wealth Management - Private Bank... - Banker - Vice President or Executive Director The candidate will identify and develop client relationships within the high net worth or ultra high net worth market. As the brand ambassador, the Banker leads new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. Leverage the specialists on their team in order to provide interdisciplinary expertise for most complex clien... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Asset Management - Wealth Management - Private Bank... - Banker - Vice President or Executive Director The candidate will be responsible for identifying and developing client relationships within the high net worth or ultra high net worth market. As the brand ambassador, the candidate leads new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. The Banker also leverages the specialists on their team in ord... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Wealth Management - Private Bank... - Banker - Vice President or Executive Director The candidate will be responsible for identifying and developing client relationships within the high net worth or ultra high net worth market. As the brand ambassador, the candidate leads new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. The Banker also leverages the specialists on their team in order to provide inter... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Senior Wealth Planning Strategist The candidate... plays a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of generally above $10mm net worth into Wealth Management. Develops new clients... and drives fee based engagements jointly with internal partners as well as individually with external sources. Partners with relationship managers during the consultative process with clients and prospects... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Senior Trust Officer The candidate will be partner with PCAs to drive business development / close new Trust business in prospecting activities. Proactively identify and harvest opportunities to deepen relationships within current client base. Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice. Proactively... engage other specialists within US Trust to best... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here