Paycomonline net • greensboro nc
This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.This position collaborates with the relationship team to provide fiduci... Show more
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PAY & INCENTIVES • 70 CPM/ 45% of the net profit • $1900 - $2400 weekly take-home pay • 3000+ miles weekly • Cash Advance available • Clean Inspection Bonuses • Referral Bonuses • Pay period is... Show more
We are seeking an experienced, polished F&I Manager to join our team representing one of the most prestigious brands in the worldBentley.This is a rare opportunity to work with an ultra-luxury clie... Show more
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We are seeking an experienced, polished F&I Manager to join our team representing one of the most prestigious brands in the worldBentley.This is a rare opportunity to work with an ultra-luxury clie... Show more
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Net Developer to join an manufacturing company located in Greensboro, NC.This role is a long term contract opportunity.Designing, developing, and maintaining applications using.Development experien... Show more
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.Merrill Wealth Management is one... Show more
This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.
This position collaborates with the relationship team to provide fiduciary services to high net worth clients bringing a high level of expertise with a focus on relationship expansion and retention. Consults on estate and tax planning, wealth transfer, and asset management needs. Implements and fulfills the provisions of legal and estate planning documents. Collaborates with team to identify planning and revenue opportunities driven by client goals, needs, financial situations, and family dynamics. Demonstrates discretion and effective judgement in managing complex and sensitive relationships. Supports client service delivery and operational management in all assigned relationships. Provides mentoring and advice to fiduciary associates through a strong knowledge of fiduciary norms.
This position may be filled as a Fiduciary Officer II or Senior Fiduciary Officer based on the skills and experience of the selected candidate.
Bachelor's Degree and 4 years of experience (Fiduciary Officer II) or 8 years of experience (Sr. Fiduciary Officer) in Trust Administration, Estate Planning or Financial Planning OR High School Diploma or GED and 8 years (Fiduciary Officer II) or 12 years of experience (Sr. Fiduciary Officer) in Trust Administration, Estate Planning or Financial Planning
Preferred Skills: Juris Doctor (JD), Certified Trust & Financial Advisor (CTFA), Certified Financial Planner (CFP). High level of financial or fiduciary and estate planning knowledge., Demonstrated leadership and mentoring skills., High level of discovery and interpretation skills., Demonstrated relationship management skills., Excellent communication skills., Demonstrated teamwork skills.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.
