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Branch Examiner The candidate will review and research branch office activities to identify red flag issues and determine compliance with firm and regulatory rules and procedures. Will communicate with branch managers ..
Senior Trust Advisor The candidate will serve as Trust Advisor for clients with more than $5MM in investable assets. Work with Private Bank Team to identify fiduciary opportunities and solutions. Work ..
Senior Wealth Strategist Duties: The candidate serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships (> $10MM investable and/or $15 million in net ..
Senior Wealth Planning Analyst Duties: The candidate partners with Wealth Strategists, WMAs and other specialists to deliver discovery experience to prospects and clients with a general focus on clients with greater ..
Accounting Manager The candidate will be responsible for developing and maintaining accounting principles, practices and procedures to ensure accurate and timely financial statements. Contacting with senior-level Attorneys and the firm’s Chief ..