Job 5273: Financial Consultant 

Location City: Chicago, metro Chicago/Wisconsin Location State: IL Base Salary: 75,000 - 250,000 Position Responsibilities: This Trust company owned broker-dealer...

Job 5055: Wealth Client Advisors 

Location City: Winston Salem Location State: NC Base Salary: Strong Compensation Plan based on Fee Revenue Position Responsibilities: Top Tier Investment...

Job 5591: Relationship Manager 

Location State: IL Base Salary: 65,000-80,000 Bonus & Incentives: Annual discretionary bonus between 3-20% Position Responsibilities: Assume book of Investment...

Job 5267: Trust Institutional Sales 

Location City: St. Louis Location State: MO Base Salary: 75,000 - 85,000 DOE Bonus & Incentives: Competitive, uncapped incentive plan. Position Responsibilities:...

Job 4444: Sales/Relationship Manager 

Location State: LA Base Salary: Flexible DOE Bonus & Incentives: Lucrative incentive plan. Incentive pay is for first year fees and for re-occurring fees....

Job 5571: Affluent and Emerging Markets Banker 

Location State: MN Base Salary: 72,000-87,000 Position Responsibilities: Develops new business relationships and enhances existing relationships with...

Job 5376: Director - Life Cycle Fund Distribution 

Location State: NY Base Salary: 80,000 - 90,000+ DOE Bonus & Incentives: Bonus flexible based on 25% bonus pool. Amount tied to company & individual goal...

Job 5230: Personal Trust Officer 

Location State: Upper Midwest Base Salary: To 85,000 D.O.E. Position Responsibilities: High performance regional bank wishing to hire an experienced Personal...

Job 5565: Trust Department Head 

Location State: OR Base Salary: 70,000 - 80,000 Bonus & Incentives: discretionary year end bonuses, incentive plan, gifted % salary into company esop...

Job 5630: SVP Trust & Investment Mgmt Manager 

Location State: WA, Base Salary: 140,000-150,000 Bonus & Incentives: bonus, incentive to be determined Position Responsibilities: Responsibilities Include:...

Job 5182: Wealth Management Officer 

Location State: VT Base Salary: $70,000 - 75,000+ DOE Bonus & Incentives: Paid 35% of first year fees booked within calendar year. Incentive is uncapped....

Job 5624: Financial Advisors 

Location City: San Francisco Location State: CA Base Salary: Highly competitive Position Responsibilities: Major Investment Firm seek individuals to serve...

Job 5373: High Net Worth Client Advisor 

Location State: Lower Midwest Base Salary: $80,000 - $90,000 Bonus & Incentives: Uncapped incentive! Position Responsibilities: Baby Boomers need you!...

Job 5539: Personal Trust Business Development Officer 

Location City: San Diego Location State: CA Base Salary: $90-100k Position Responsibilities: We are in search of an experienced business development officer...

Job 5553: Senior Trust Officer 

Location State: IL Base Salary: 70,000 - 75,000+ DOE Bonus & Incentives: Two Bonus/Incentive Programs: 1) Up to 12% Corporate Performance Bonus paid annual...

Job 5329: Private Client Advisor 

Location City: Los Angeles, Other major California Cities Location State: CA Base Salary: 100K + D.O.E. Bonus & Incentives: Paid based on their book of...

Job 5133: Income Tax Manager / Tax Planner 

Location City: Boston Location State: MA Base Salary: $125,000+ DOE Bonus & Incentives: Discretionary bonus. Typically averages 5% of base. Position Responsibilities:...

Job 5432: Senior Relationship Mgrs 

Location City: 1 in San Francisco Area & 2 in Los Angeles Location State: CA Base Salary: 130,000 - 150,000 Bonus & Incentives: The incentive program...

Job 5341: Business Development Officer 

Location City: Frederick Location State: MD Base Salary: $40,000 to 50,000 Bonus & Incentives: Incentive pay is based on production and is paid out for...

Job 5037: Senior Financial Advisor 

Location City: Evansville Location State: IN Base Salary: Commission Position Responsibilities: Major Midwestern Bank seeks Investment professionals to...

Job 5540: Start-up Personal Trust Manager 

Location City: Rockford Location State: IL Base Salary: NA Position Responsibilities: To start-up a personal trust department in an existing bank. Primarily...

Job 5597: Sr. Fixed Income Portfolio Manager 

Location City: Grand Rapids Location State: MI Base Salary: 100,000 -110,000 Position Responsibilities: Develops, recommends, and directs execution of...

Job 4514: Independent Financial Advisors 

Location City: Houston, Austin, San Antonio, McAllen Location State: TX Base Salary: 100,000 Bonus & Incentives: Signing bonus of 20% of trailing 12 but...

Job 5420: Personal Trust Administrator 

Location City: Northwestern CT Location State: CT Base Salary: $60,000 - $65,000 DOE Bonus & Incentives: Bank has a performance shares bonus plan that...

Job 5335: Wealth Advisor Business Development 

Location City: Detroit Location State: MI Base Salary: 60,000-80,000 Bonus & Incentives: Percentage of new business brought in and residuals. Position...

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Each month, Conrad Teitell reports on and analyzes as important tax development governing charitable contributions, including how to maximize the benefits and avoid the pitfalls.

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2011 Trust Glossary

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50 Years Ago This Month

50 year ago, in February 1962, we featured articles such as: "New Techniques for Preparing Wills" by Ralph R. Neuhoff, "Trust Salesmen" by J. David Lynch, "Social Consciousness and Private Charity" by Lowell H. Brammer and "Life Insurance as an Inflationary Hedge" by R. Edwin Wood.

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