THE GLENVIEW TRUST COMPANY. TRUST PRINCIPAL. . Position Summary. Are you passionate about building lasting relationships and making a meaningful impact in the lives of clients and your community. The Glenview Trust Company is seeking a dynamic, strategic, and client-focused Trust Principal to join our team. In this pivotal role, you will lead the administration of trusts, estates, and accounts, ensuring that our clients’ goals are achieved with i...
FINANCIAL PLANNING PRINCIPAL. STATUS. . Exempt. . DEPARTMENT. . Financial Planning. BASIC FUNCTION. The Planning Principal position collaborates with the Investment Principal and Trust Principal assigned clients to evaluate short- and long-term financial goals, ascertaining at the outset of a client engagement and on a periodic basis the specifics of a client’s current financial situation and goals. The Planning Principal position assesses the ab...
