Top 302 Financial planner Jobs in Valhalla, Ny

Team Lead Trust and Estate Administration
City National Bank —New York, NY
- $122,535 - $208,715 a year
- Microsoft Excel
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Financial Advisor (Licensing & Training Provided)
Northwestern Mutual —White Plains, NY
- $61,000 - $250,000 a year
- Full-time
- Background check
- Sales
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Aspiring Financial Advisor Program (Licensing & Training Provided)
Northwestern Mutual —Purchase, NY
- $72,000 - $150,000 a year
- Full-time
- Bachelor's degree
- US work authorization
- Experience equivalent to degree accepted
- Paid training
- Health savings account
Quick Apply
Investment Counselor - Outside Sales
David Lerner Associates —White Plains, NY
- From $5,000 a month
- Full-time
- Mid-level
- In-person
- 2 years
- Paid training
- Health insurance
Quick Apply
11d
Financial Sales Associate
Center for Wealth Preservation a MassMutual Firm —Syosset, NY
- Email
- Hybrid work
- Background check
- Sales
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Aspiring Financial Advisor Program (Licensing & Training Provided)
Northwestern Mutual —Scarsdale, NY
- $72,000 - $150,000 a year
- Full-time
- Background check
- Bachelor's degree
- US work authorization
- Paid training
- Health savings account
Quick Apply
Financial Advisor
Edward Jones —Rye, NY
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
5d
Wealth Management Trainee (NY)
Bankers Life —New Rochelle, NY
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Entry-Level Financial Representative
Thoroughbred Advisors - National Life Group —White Plains, NY
- $75,000 a year
- Hybrid work
- No experience needed
- US work authorization
- Financial services
- Health insurance
- Dental insurance
Quick Apply
Associate Financial Advisor
Ameriprise Financial - New York —White Plains, NY
- $50,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
Associate
AllianceBernstein —Stamford, CT
- $80,000 - $86,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Wellness program
- Paid holidays
Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Stamford, CT
- $46.15 - $63.46 an hour
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Financial Services Professional (Connecticut)
WealthBridge Financial Group —Greenwich, CT
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Communication skills
Quick Apply
1d
Summer Analyst - Wealth Planning
Rockefeller Capital Management —New York, NY
- $35 an hour
- Full-time
- Microsoft Outlook
- Office
- Analysis skills
9d
J.P. Morgan Wealth Management - Select Growth Advisor - West Harrison, NY,
JPMorganChase —West Harrison, NY
- $66,300 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
3d
Wealth Management Analyst
Morgan Stanley —New York, NY
- $75,000 - $125,000 a year
- Full-time
- Computer literacy
- Writing skills
- Mid-level
Financial Consultant - Greenwich, CT
Fidelity Investments —Greenwich, CT
- Full-time
- Mid-level
- Office
- Mentoring
- Tuition reimbursement
12d
Financial Advisor
Altfest Personal Wealth Management —New York, NY
- $135,000 - $145,000 a year
- 5 years
- Office
- Business development
- AD&D insurance
- Disability insurance
Private Wealth, Investment Manager
Citizens Financial Group —Tarrytown, NY
- $188,000 - $246,000 a year
- Full-time
- Background check
- Office
- Finance
- Health insurance
- Dental insurance
12d
Retirement Sales / Financial Advisor
LAWLEY AGENCY, LLC —Purchase, NY
- $84,613.20 - $141,022.00 a year
- 5 years
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply

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Team Lead Trust and Estate Administration

City National Bank -
New York, NY

Apply Now

Job Details

$122,535 - $208,715 a year

Benefits

Health insurance
Dental insurance
Tuition reimbursement
Vision insurance
401(k) matching

Qualifications

State tax
Industry knowledge of financial regulations
Community relationship building
Federal Income Tax Law
Wills, trusts & estate law

Full Job Description

TEAM LEAD TRUST AND ESTATE ADMINISTRATION

WHAT IS THE OPPORTUNITY?

Responsible for managing and directing all trust activities (e.g. conservatorships, testamentary/intervivos trust, estates, revocable and irrevocable trusts, guardianships and agencies) and the implementation of trust investment policies to promote the growth and profitability of assigned offices consistent with the division's objectives. Handle trust accounts of special significance, especially those of a more delicate or complex nature. Ensure that the administration of trusts is in accordance with applicable laws and regulations and the stipulations of the Trust Document or Court Order under which authority is conferred. Develop investment strategy with the assistance of the Bank's investment team. Interfaces with clients, administrators, co-trustees, beneficiaries, attorneys and others regarding accounts.As a player/coach, leads the Trust and Estate Administration activities in a geographic location with a team of Trust Officers. Typically have ten or more years of experience. Administers own full book of accounts.

WHAT WILL YOU DO?

Manage/handle the largest and most complex trust accounts. Confer with clients, administrators, co-trustees, beneficiaries and attorneys regarding the establishment, administration and operation of a trust.
Review and recommend acceptance or rejection of potential fiduciary responsibilities for the offices assigned. Analyze trust instruments to determine duties and responsibilities of the company.
Approve, maintain and negotiate as necessary desirable fee schedules and charges for trust and investment services.
Ensure all tax liabilities and obligations of accounts are met.
Gather/submit pertinent facts to the Trust Administration Committee regarding situations requiring the use of fiduciary discretion. Review and submit proposals for consideration and direction. Establish client specific investment strategy in accordance with CNB guidelines and policies.
Establish client specific investment strategy in conformance with CNB guidelines and policy.
Assure that trust policies, programs and procedures coincide with division and bank objectives
Stay abreast of new developments pertaining to trust regulation, market strategies and
competitive positioning.
Interface with executive and senior level management within the Bank as well as private
bankers, team leaders on trust
and investment management sales related issues, processes and activities.
Develop and retain personal trust and investment management business by maintaining professional and community contacts.
Assist in the development of new relationships through internal sources, from referrals,
and through personal community involvement. Help create opportunities to develop and
promote ideas to win new business and cross sell to existing clients.
Establish and attend sales calls with clients and prospects.
Ensure that relationship plans have been created and are implemented.
Manage the assigned Personal Trust staff in the assigned regions/offices. Assign responsibilities for the administration of trust accounts and maintains appropriate workloads for trust account administrators.
Conducts performance appraisals.
Make hiring, terminations and employee related decisions.
Effectively coaches to ensure sound sales approaches are being exercised, proper account administration is being followed
Develop and motivate staff
Ensure that account terminations and distributions comply with terms of the governing document
Follow appropriate Reg. 9 process and other bank policies and procedures
Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*

Bachelor's Degree or equivalent experience
10+ years in trust administration with strong working knowledge of all types of trusts, not limited to but including all types of family trusts, charitable trusts and special needs trusts.

Additional Qualifications

Must possess comprehensive knowledge of personal trust laws and regulations, state tax laws, income taxation with respect to trust investment management principles.
Trust Certification (CTFA) is desired.
Proficient with Microsoft Office (Word, Excel & PowerPoint).
Must possess demonstrated management skills and excellent verbal and written communications skills sufficient to interact with all levels of Bank Personnel and clients.
Minimum years of experience in trust administration with strong working knowledge of all types of trusts, not limited to but including all types of family trusts, charitable trusts and special needs trusts required

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $122,535 - $208,715 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

Benefits and Perks

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks.

ABOUT US

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

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Apply Now

Refine Your Search

financial planner jobs in valhalla, ny

Team Lead Trust and Estate Administration

Financial Advisor (Licensing & Training Provided)

Aspiring Financial Advisor Program (Licensing & Training Provided)

Investment Counselor - Outside Sales

Financial Sales Associate

Aspiring Financial Advisor Program (Licensing & Training Provided)

Financial Advisor

Wealth Management Trainee (NY)

Entry-Level Financial Representative

Associate Financial Advisor

Associate

Associate Wealth Advisor, Schwab Wealth Advisory

Financial Services Professional (Connecticut)

Summer Analyst - Wealth Planning

J.P. Morgan Wealth Management - Select Growth Advisor - West Harrison, NY,

Wealth Management Analyst

Financial Consultant - Greenwich, CT

Financial Advisor

Private Wealth, Investment Manager

Retirement Sales / Financial Advisor

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