Senior Fiduciary Advisor, Trust & Estate Strategy
Fifth Third Bank
Fifth Third Bank in Costa Mesa, CA is seeking a Trust Advisor to provide fiduciary expertise and deliver high-quality fiduciary solutions to clients, managing personal trusts and ensuring regulatory compliance. You will collaborate with Advisor Solutions to grow regional relationships, review estate plans, and coordinate with tax and legal teams to ensure prudent fiduciary strategies while maintaining records and risk controls. #J-18808-Ljbffr Fifth Third Bank
$96.5k - $207.5k
...Fifth Third Bank. General Function The Trust Advisor will provide fiduciary expertise and deliver high-quality... ...team to support regional growth strategies and deepen client relationships by... ...deepen relationships, such as regular estate plan reviews, client meetings, and...SuggestedWork at office$96.5k - $207.5k
...Third Bank. GENERAL FUNCTION The Trust Advisor will provide fiduciary expertise and deliver high-quality... ...Solutions team to support regional growth strategies and deepen client relationships by... ...relationships, such as regular estate plan reviews, client meetings, and...SuggestedWork at office$76k - $125.3k
...San Jose Opportunity When you join our Fiduciary/Trust Tax Services team, you’ll be at the... ...state income tax returns for trusts and estates. Review and interpret wills and trust... ...at recommendations. Support managers, senior managers and PPEDs with reconciling returns...SeniorContract work- ...executive recruitment firm is seeking a Senior Tax Manager specializing in trusts and estates in Beverly Hills, CA. This role... ...five years of experience in fiduciary income tax preparation. Key... ...tax returns, and developing tax strategies. The firm offers a professional...Senior
- City National Bank is seeking a Trust Officer to administer estate and personal trust accounts. This role involves legal review and partnership across departments to ensure compliance and maximize efficiency in managing trust relationships. The ideal candidate will have...Senior
- Overview Senior Tax Manager - Trusts and Estates. Our firm is assisting a CPA Firm in the West LA area to identify... ...accounting for a Trust & Estates/Fiduciary Tax Senior Manager position.... ...liabilities. Develop postmortem tax-saving strategies for estate accounts. Provide...SeniorImmediate start
$76k - $125.3k
...Management, Insurance, and Real Estate, Hospitality and... ...institutions are trusted and flourish, and the global... ...When you join our Fiduciary/Trust Tax Services team... ...recommendations Support managers, senior managers and PPEDs with... ...status as a trusted advisor to maintain and further...SeniorContract workSummer holidayFlexible hours$109.94k - $186.76k
Northern Trust Corp in Los Angeles is seeking a Financial Advisor to provide client solutions and strategies while ensuring excellent service. The qualified candidate will have over 5 years in the securities industry, strong sales skills, and hold necessary securities licenses...Senior$138k - $200k
Job Responsibilities Responsible for fiduciary business acceptance in Region and assisting with... ...of Practical Drafting, quarterly estate planning/tax and fiduciary technical publication... ...: general fiduciary law and principles, trust and wealth transfer techniques, and...Private practiceShift workDay shift$180k - $254.8k
...for supporting Merrill advisors who are interested in... ...internal partners, analyzing estate and financial... ...and developing planning strategies. Job expectations include... ...Wealth Management, Trust Services referrals and... ...and charitable giving, fiduciary duties, accounting and...Work experience placementShift workDay shift$180k - $254.8k
...role supports Merrill advisors who assist clients with... ..., integrated planning strategies implemented in concert... ...Wealth Management, Trust Services referrals and... ...topics, such as trust and estate, income and wealth... ...trusts, charitable giving, fiduciary duties, accounting and...Work experience placementDay shift$100k
...Registered Investment Advisor firms in the country.... ...only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.... ...them together under one fiduciary standard - the Family Office... ...seminar platform to build trust, drive engagement, and...Temporary workWork at officeLocal area$115k - $140k
...Los Angeles, we are seeking a Senior Financial Planner with deep... ...in tax planning and strategy to join our growing wealth planning... ...Financial Planning and Wealth Advisors to design and implement... ...emphasis on tax optimization, trust and estate structures, and complex wealth...SeniorPermanent employmentWork at officeVisa sponsorshipFree visaFlexible hours- Senior Financial Planner page is loaded## Senior Financial... ...the firm's Wealth Advisors to help design... ...personalized financial plans, estate reviews, and tax... ...research related to planning strategies, tax law, and... ...applicable to individuals, trusts, and small businesses...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hours
$250k - $300k
Jobot is seeking a Sr. Estate Planning Attorney in Los Angeles, California. This role involves... ...of experience and a strong background in trust administration and probate law. This... ...managing client relationships and planning strategies. Salaries range from $250,000 to $300,000...Senior- Citi is looking for a Senior Portfolio Advisor in Beverly Hills, California. The ideal candidate will have 10+ years of experience in developing investment strategies and strong communication skills. Responsibilities include driving messaging for the CIO Team, collaborating...Senior
- AM LAW 200 Law Firm in Los Angeles seeks a Trust and Estate Planning Attorney to lead sophisticated estate matters for high-net-worth clients... ...You will leverage deep knowledge of estate planning and tax strategies in a fast-paced, collaborative environment. Candidates must...Senior
$175k - $300k
Are you a seasoned estate planning attorney with over 10 years of expertise? We are seeking... ...(10+) years of experience practicing trusts and estates law. Proven proficiency in... ...Provide expert guidance on tax-efficient strategies, including the establishment of irrevocable...SeniorWork at office- Ernst & Young Oman is seeking a professional in Fiduciary/Trust Tax Services to support tax compliance engagements. You will prepare tax information statements, returns, and provide comprehensive tax advice. Ideal candidates should have a Bachelor’s degree in Accounting...SeniorFlexible hours
- DoorDash is seeking a Senior Associate for the New Verticals Finance & Strategy team focusing on DashMart. You will partner with cross-functional teams to support financial decisions and drive data-driven growth and profitability, with visibility to senior leaders. With...Senior
- ...Angeles, California. The successful candidate will support Merrill advisors in achieving clients' objectives in wealth transfer and tax... ...include leading client engagements, developing planning strategies, and expanding client relationships. The ideal candidate should...Senior
- BMO is seeking a seasoned professional to manage high net worth client relationships while leading credit strategies. The ideal candidate will have extensive experience in client service, sales, and credit qualifications. The role requires developing internal and external...Senior
$162.1k - $270.1k
...for a comprehensive wealth management strategy for individuals, business owners, and/... ...Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess the client’s... ...ethical standards and adhering to our fiduciary culture. Accountable for revenue growth...SeniorTemporary workWork experience placementLocal area- About The Team The New Verticals Finance & Strategy team supports DoorDash’s expansion into categories beyond restaurants, which is a critical... ...company as we expand beyond restaurants. We are looking for a Senior Associate who can model the future, and collaborate to help...SeniorHourly payFlexible hours
$131.67k - $160.93k
...risk management, and servicing of assigned fiduciary and investment management accounts... ...Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as part of a team... ...experience ~10 or more years of experience in Trust administration ~ Professional...SeniorTemporary workWork experience placementLocal area$140k - $185k
...Private Equity, Real Estate & Hospitality, Media &... ...possible. The Estate/Gift/Trust tax group is seeking a... ...and transfer tax strategies. In addition to... ...clients and their other advisors to advise on income tax... ...supervising a team of seniors and staff accountants...SeniorWork experience placementWork at officeRemote work$95k - $120k
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1... ...their professional careers. Role : Senior Financial Planner Location : Valencia... ...tax planning, retirement planning, estate planning, investment strategies, and more. Review client data,...SeniorFull timeTemporary workWork at officeLocal areaFlexible hoursDay shift$340k - $410k
...discrimination on any protected basis. in financial services and trusts and estates litigation, with strong appellate experience a plus.... ...firm, has an exciting full-time employment opportunity for a Senior Associate in the Litigation Practice of our Los Angeles office...SeniorFull timeTemporary workWork at officeFlexible hours$125k - $135k
A prestigious law firm in Century City, CA is looking for a Senior Trusts & Estates Paralegal. This full-time position offers competitive compensation ranging from $125,000 to $135,000 annually, with excellent benefits and a hybrid work schedule. The ideal candidate will...SeniorFull time- Oliver James is seeking a Tax Partner in Southern California, specifically in Irvine and Long Beach, with a focus on Estates, Gifts & Trusts. This leadership role emphasizes compliance engagements and managing client relationships while driving business development. The...Senior
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