partners. Advises Relationship Advisors on fiduciary issues and serves as a fiduciary resource on relationships managed... knowledge of fiduciary duties, applicable laws and oversight, including trust and tax law, estate planning techniques, financial...
The Position The Financial Advisor is a critical member of the wealth management team and is the firm's face to the... market. He/she not only identifies and cultivates new clients, but maintains a close, ongoing relationship...
Overview: The Private Wealth Advisor Senior is responsible for consulting with current and prospective clients... for the client and meet fiduciary standards, regardless of whether such solutions are offered through City National Bank...