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SVP, Wealth Management & Trust Services
Duties: Reports to the President of First Command Bank. A broad range of responsibility and authority to oversee the daily activities of the Department to include the administration and operation of all accounts, as well as the IRA Custodial duties associated with the Asset Management Solutions program and other IRA brokerage accounts. Will organize, plan, staff, coordinate and oversee all trust administration, operations, investment...
Private Client Advisor II
The candidate does client team lead with primary responsibility for new client acquisition, deepening client relationships and building an internal and external network to achieve business development goals. Leads client team members and partners with other internal specialists to provide clients access to the full array of **MEMBERS ONLY**SIGN UP NOW***. capabilities and services, as required to meet their specific needs. Reports to the Market Executive. Facilitate t...
Director - Tax, Estate Planning and Financial Planning Research and Commentary
The candidate will investigate key topics of interest to individual investors who are seeking to understand and manage taxes and communicate those findings to employees and clients. The work includes advice both for clients with smaller balances as well as higher-net worth clients. Write and publish commentary on tax topics, including tax efficient investing, asset location, withdrawal strategie...