101 vp wealth advisor trust wealth jobs found

Job Purpose & Scope Responsible for developing, managing, and maintaining revenue generating investment and trust relationships and assists in the development of retirement planning and corporate trust account new business. Essential Job Functions Develops leads and referrals for revenue generating client investment and trust relationships. Partners with retirement planning and corporate trust specialists to develop and build new business. Establishes and maintains mutually beneficial business relationships with external referral sources and internal bank partners, such as branch bankers, lenders, and other Bank employees. Meets with and educates Bank partners to position the value of Trust and Wealth capabilities. Creates market-wide business development plan in conjunction with the Managing Director, Chief Development Officer, Investment Advisors, and other Trust officers in leadership roles. Assists Trust officers with the development of individual business...

Job Purpose & Scope Responsible for developing, managing, and maintaining revenue generating investment and trust relationships and assists in the development of retirement planning and corporate trust account new business. Essential Job Functions Develops leads and referrals for revenue generating client investment and trust relationships. Partners with retirement planning and corporate trust specialists to develop and build new business. Establishes and maintains mutually beneficial business relationships with external referral sources and internal bank partners, such as branch bankers, lenders, and other Bank employees. Meets with and educates Bank partners to position the value of Trust and Wealth capabilities. Creates market-wide business development plan in conjunction with the Managing Director, Chief Development Officer, Investment Advisors, and other Trust officers in leadership roles. Assists Trust officers with the development of individual business...

Job Purpose & Scope Responsible for developing, managing, and maintaining revenue generating investment and trust relationships and assists in the development of retirement planning and corporate trust account new business. Essential Job Functions Develops leads and referrals for revenue generating client investment and trust relationships. Partners with retirement planning and corporate trust specialists to develop and build new business. Establishes and maintains mutually beneficial business relationships with external referral sources and internal bank partners, such as branch bankers, lenders, and other Bank employees. Meets with and educates Bank partners to position the value of Trust and Wealth capabilities. Creates market-wide business development plan in conjunction with the Managing Director, Chief Development Officer, Investment Advisors, and other Trust officers in leadership roles. Assists Trust officers with the development of individual business...

Thank you for your interest in joining the Coastal Community Foundation team. Coastal Community Foundation of South Carolina, a 501(c)(3) nonprofit organization, is an Equal Opportunity Employer with offices in North Charleston and Beaufort, as well as three affiliate foundations. We serve all nine counties on South Carolina's coast: Beaufort, Berkeley, Charleston, Colleton, Dorchester, Georgetown, Hampton, Horry and Jasper counties. Established in 1974, Coastal Community Foundation works to create vibrant communities by identifying the challenges facing the region and bringing together resources to address them. Coastal Community Foundation is the largest community foundation in South Carolina, managing more than 700 charitable funds established by individuals, families and organizations and awarding tens of millions of dollars in grants and scholarships each year. Financial resources are among the many tools we employ in our effort to create vibrant communities. Throughout our...

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together,...

Job Description: The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy. The Expertise We're Looking For Series 7, 63, 65, 66 required prior to hire Insurance licenses must be obtained within 6 months of hire Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings A sound understanding of the Broker/Dealer and RIA marketplace Bachelor's Degree required The Purpose of Your Role This is a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty. The Skills You Bring Ability to execute key elements of the wealth planning process including Investment Trust...

Do you pride yourself on being a consultative sales professional with an entrepreneurial mindset? Are you looking for an opportunity to expand your advisor engagements with a subject that is top of mind for the most productive advisors in the industry? If so, the Business Development, Liquidity & Capital team could be for you! LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And...

Summary: The VP, Senior Wealth Advisor is the primary contact for Calamos Wealth Management clients and liaison to the Portfolio Management team. This role coordinates all Wealth Management services, focusing on building long-term, trusting relationships with clients and their advisors, while also seeking new client opportunities. Primary Responsibilities: Business Development Develop and maintain HNW opportunities with prospects and client's advisors (e.g., attorneys, CPAs) Attend seminars and client functions to promote firm capabilities Generate new ideas for proactive business development in the high-net-worth space Participate in industry groups and non-profit events to expand networking opportunities Investment Communication and Strategy Proactively communicate Calamos' market outlook and strategy expectations Prepare and present investment recommendations Articulate the firm's investment philosophy and process to potential and existing clients Spend...

Thrivent's Purpose: Why we exist We believe humanity thrives when people make the most of all they've been given. Thrivent's Promise: What we exist to do We help people achieve financial clarity, enabling lives full of meaning and gratitude Purpose-Based Advice supports our strategic bets and customer-centric approach of becoming a leader in financial advisory, delivered by our Financial Advisors (FA). Thrivent Financial, a Fortune 500 diversified financial services firm, seeks Area Vice Presidents to lead geographic areas focused on growing new advisors through teams and future team leaders and enabling practices who provide advice and solutions to Thrivent clients. The Area Vice President will partner closely with our COEs focused on Advisor Growth, Practice Growth, and Advice Adoption (Matrix Partners) to ensure Thrivent drives productive capacity growth by attracting, selecting, onboarding, and launching talent into Thrivent. These Area VPs will also work with experienced...

Thrivent's Purpose: Why we exist We believe humanity thrives when people make the most of all they've been given. Thrivent's Promise: What we exist to do We help people achieve financial clarity, enabling lives full of meaning and gratitude Purpose-Based Advice supports our strategic bets and customer-centric approach of becoming a leader in financial advisory, delivered by our Financial Advisors (FA). Thrivent Financial, a Fortune 500 diversified financial services firm, seeks Area Vice Presidents to lead geographic areas focused on growing new advisors through teams and future team leaders and enabling practices who provide advice and solutions to Thrivent clients. The Area Vice President will partner closely with our COEs focused on Advisor Growth, Practice Growth, and Advice Adoption (Matrix Partners) to ensure Thrivent drives productive capacity growth by attracting, selecting, onboarding, and launching talent into Thrivent. These Area VPs will also work with experienced...

Thrivent's Purpose: Why we exist Our purpose is to empower lives of service and faith. Thrivent's Values: • Empathy: Genuinely care for the concerns of others. Invite, listen to and value diverse perspectives. • Authenticity: Sincerely share what you believe and respect the lived experiences of others. Be candid even when it's difficult. • Commitment: Strive for excellence and growth each day. Face challenges while seeking progress over perfection. • Gratitude: Appreciate the true value of every moment. Celebrate and recognize contributions of others. • Impact: Drive for tangible outcomes that solve problems and help people. Purpose-Based Advice supports our strategic bets and customer-centric approach of becoming a leader in financial advisory, delivered by our Financial Advisors (FA). Thrivent Financial, a Fortune 500 diversified financial services firm, seeks Area Vice Presidents (AVP) to lead geographic areas focused on growing new advisors through teams and future team...

Thrivent's Purpose: Why we exist Our purpose is to empower lives of service and faith. Thrivent's Values: • Empathy: Genuinely care for the concerns of others. Invite, listen to and value diverse perspectives. • Authenticity: Sincerely share what you believe and respect the lived experiences of others. Be candid even when it's difficult. • Commitment: Strive for excellence and growth each day. Face challenges while seeking progress over perfection. • Gratitude: Appreciate the true value of every moment. Celebrate and recognize contributions of others. • Impact: Drive for tangible outcomes that solve problems and help people. Purpose-Based Advice supports our strategic bets and customer-centric approach of becoming a leader in financial advisory, delivered by our Financial Advisors (FA). Thrivent Financial, a Fortune 500 diversified financial services firm, seeks Area Vice Presidents (AVP) to lead geographic areas focused on growing new advisors through teams and future team...

Thrivent's Purpose: Why we exist We believe humanity thrives when people make the most of all they've been given. Thrivent's Promise: What we exist to do We help people achieve financial clarity, enabling lives full of meaning and gratitude Purpose-Based Advice supports our strategic bets and customer-centric approach of becoming a leader in financial advisory, delivered by our Financial Advisors (FA). Thrivent Financial, a Fortune 500 diversified financial services firm, seeks Area Vice Presidents to lead geographic areas focused on growing new advisors through teams and future team leaders and enabling practices who provide advice and solutions to Thrivent clients. The Area Vice President will partner closely with our COEs focused on Advisor Growth, Practice Growth, and Advice Adoption (Matrix Partners) to ensure Thrivent drives productive capacity growth by attracting, selecting, onboarding, and launching talent into Thrivent. These Area VPs will also work with experienced...

Thrivent's Purpose: Why we exist We believe humanity thrives when people make the most of all they've been given. Thrivent's Promise: What we exist to do We help people achieve financial clarity, enabling lives full of meaning and gratitude Purpose-Based Advice supports our strategic bets and customer-centric approach of becoming a leader in financial advisory, delivered by our Financial Advisors (FA). Thrivent Financial, a Fortune 500 diversified financial services firm, seeks Area Vice Presidents to lead geographic areas focused on growing new advisors through teams and future team leaders and enabling practices who provide advice and solutions to Thrivent clients. The Area Vice President will partner closely with our COEs focused on Advisor Growth, Practice Growth, and Advice Adoption (Matrix Partners) to ensure Thrivent drives productive capacity growth by attracting, selecting, onboarding, and launching talent into Thrivent. These Area VPs will also work with experienced...

Thrivent's Purpose: Why we exist Our purpose is to empower lives of service and faith. Thrivent's Values: • Empathy: Genuinely care for the concerns of others. Invite, listen to and value diverse perspectives. • Authenticity: Sincerely share what you believe and respect the lived experiences of others. Be candid even when it's difficult. • Commitment: Strive for excellence and growth each day. Face challenges while seeking progress over perfection. • Gratitude: Appreciate the true value of every moment. Celebrate and recognize contributions of others. • Impact: Drive for tangible outcomes that solve problems and help people. Purpose-Based Advice supports our strategic bets and customer-centric approach of becoming a leader in financial advisory, delivered by our Financial Advisors (FA). Thrivent Financial, a Fortune 500 diversified financial services firm, seeks Area Vice Presidents (AVP) to lead geographic areas focused on growing new advisors through teams and future team...

Your Opportunity As a Schwab Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance and advice to clients in the context of a dedicated relationship. The Wealth Advisor works across a wide spectrum of investment needs to help clients manage large and complex portfolios. Supporting our clients' wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs. Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needs Retain existing clients, attract new clients, and generate growth as measured by AUM, Wealth Management solutions, and client promoter scores Partner with wealth specialists to offer solutions including banking, lending and trust Take an in-depth consultative...

Are you ready to lead the charge in transforming the financial advisory landscape? If so, LPL Financial is the place for you! LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 19,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. Job Overview: This role...

MarshBerry is growing! We are seeking a Vice President, Experiential Marketing to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. Job Details Position Summary: MarshBerry is currently seeking a Vice President, Experiential Marketing for our Beachwood, OH office. The VP, Experiential Marketing serves as the Experience and Engagement leader for in-person and virtual prospect, client and staff events. MarshBerry is seeking a hands-on leader who brings a collaborative...

Associate Vice President/Associate Vice Provost for Community- Engaged Scholarship Duke University seeks a strategic and visionary leader to serve as its Associate Vice President/Associate Vice Provost for Community-Engaged Scholarship. Reporting to the Vice President for Community Affairs and the Vice Provost for Interdisciplinary Studies, and in partnership with the Faculty Director, the AVP will launch the Duke Center for Community Engagement. Building upon Duke's legacy of commitment to research and the regional community, the AVP will identify and cultivate ongoing partnerships to amplify the strategic goals and mission of the DCA. The AVP will provide strategic leadership for key DCA community programs that connect Duke students and recent graduates directly to educational initiatives. ABOUT DUKE UNIVERSITY Tracing its origins to 1838, Duke University has evolved into one of the world's leading institutions for education, research, and patient care. Located in Durham,...

Job Description The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals. When J.P. Morgan is appointed as corporate trustee of a trust, whether created by a client during his lifetime or upon his death through a provision in his will, it is the Trust Officer's role to oversee the administration of the trust. Job Summary As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral part of our Global Trusts & Estates Practice. You will oversee the administration of trusts, analyze trust documents for legal, tax, administrative and investment issues, and develop relationships with beneficiaries and...