Senior Family Office Fiduciary Advisor
Trajan Wealth LLC
Trajan Wealth is seeking an experienced Family Office Fiduciary Advisor to serve as the primary relationship manager for a high-net-worth client book. This role is based 100% onsite at our Scottsdale headquarters and focuses on investment management, retirement planning, estate coordination, tax-aware strategies, and wealth preservation. You will collaborate with internal specialists to deepen client relationships, identify planning opportunities, and deliver white-glove service in a #J-18808-Ljbffr Trajan Wealth LLC
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Family Office Fiduciary Advisor in Scottsdale, AZ vacancy
- Trajan Wealth LLC in Scottsdale seeks an experienced Family Office Fiduciary Advisor to manage a high-net-worth client book and lead comprehensive wealth management planning. You will coordinate investment, retirement, estate, and tax strategies while expanding client relationships...Work at officeSenior
- Trajan Wealth LLC seeks an Associate Family Office Fiduciary Advisor to support ongoing management and growth of an established client base in our Scottsdale headquarters. You will work with Senior Advisors, Portfolio Management, Client Services, and Planning Specialists...Work at office
- Trajan Wealth LLC in Scottsdale is seeking an Associate Family Office Fiduciary Advisor to support ongoing client management and growth. You will partner with Senior Advisors and Planning Specialists to deliver investment, retirement, estate, and tax planning conversations...Work at office
- Trajan Wealth LLC is seeking an Associate Family Office Fiduciary Advisor to support ongoing management and growth of an established client base.... ...estate, and tax planning discussions while coordinating with Senior Advisors and Planning Specialists. The role is based 100%...Work at office
- ...Wealth is one of the fastest-growing Registered Investment Advisor firms in the country. What sets us apart is our fully... ...'s financial life. We bring them together under one fiduciary standard - the Family Office. Role Overview Trajan Wealth is seeking an experienced...Work at officeTemporary workRelocation package
- Trajan Wealth LLC in Scottsdale, AZ is seeking an Associate Family Office Fiduciary Advisor to support an established client base. This licensed professional will collaborate with Senior Advisors, Portfolio Management, and Planning Specialists to deliver comprehensive...Work at office
$80k - $130k
...fastest-growing Registered Investment Advisor firms in the country. What sets us... .... We bring them together under one fiduciary standard - the Family Office. Role Overview Trajan Wealth is seeking... ...conversations. Working closely with Senior Advisors, Portfolio Management,...Work at officeBase plus commissionTemporary workRelocation package- ...financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in... ..., and influential individuals and families. By communicating Vanguard’s investment... ...a hybrid working model. We are in the office Tuesday-Thursday and work remotely Monday...Work at officeSeniorFull timeLocal areaRemote workRelocationMonday to Friday
$110k - $136k
...Manager Opportunity in Financial Services Senior Product Manager, Advisor Growth Location(s): Scottsdale: 1870... ...FL 33702 Osaic has returned to the office on a hybrid schedule requiring a... ...differences, nationality or national origin, family or marital status, physical, mental,...Work at officeSeniorFull time- Gravis Law, PLLC in Scottsdale, AZ, is seeking a Senior Family Law Paralegal to join its team. You will support attorneys, manage case planning... ...experience, a paralegal certificate, proficient Microsoft Office, and excellent verbal and written communication. The role...Work at officeSeniorHourly pay
- U.S. Bank in Scottsdale, AZ is seeking a PWM Private Wealth Advisor to manage and grow high net-worth client relationships. The role involves... ...hybrid position generally requires three days a week at the office with flexible work arrangements. #J-18808-Ljbffr Hong Kong...Work at officeSeniorFlexible hours3 days per week
- Osaic is seeking a Senior Product Manager, Digital Solutions to lead discovery and delivery of innovative digital products for financial... ...impact. You will own end-to-end product lifecycle for advisor-office tools, client portals, and practice-management tech, collaborating...Work at officeSenior
- ...Senior Family Law ParalegalGravis Law, PLLC is seeking a Senior Family Law Paralegal to join its team in the Scottsdale office. Gravis Law serves people and communities across the nation by providing uncomplicated access to world-class legal services. Since 2019, Inc....Work at officeSenior16 hoursFull timeLocal areaFlexible hoursNight shiftWeekend work
Gravis Law, PLLC
Scottsdale, AZ4 days ago $85k - $145k
Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives... ...Advisors is an independent fiduciary legally bound to act in our... ...a combination of remote and office work in a professional office...Work at officeTemporary workLocal areaRemote workMonday to FridayFlexible hours$80k
...Dew Wealth Management is a Fiduciary Investment Advisory Firm that provides \"Fractional Family Office\" wealth management services to... ...team of highly entrepreneurial advisors has resulted in an aggressive... ...Advisor, Lead Advisor, and Senior Advisor managing Fractional Family...Work at officeEasy workDew Wealth Management
Scottsdale, AZ2 days ago- ...A highly respected boutique fiduciary and wealth management firm is seeking a Trust Officer to join its growing Scottsdale team... ...with high-net-worth families rather than being buried in administrative... ...attorneys, CPAs, and financial advisors through trust administration...Work at officeSeniorLocal areaRemote work
Mohr Talent
Scottsdale, AZ1 day ago $155k
Senior Trust Officer - Estate & Death Settlement Scottsdale, Arizona Direct Hire $1... ...Position Overview A boutique fiduciary and wealth services organization... ...settlement engagements, guiding families, beneficiaries, attorneys, and advisors through sensitive administration...Work at officeSeniorLocal areaRemote work$85k - $145k
Job Summary The Wealth Advisor focuses on deepening relationships... ...standards of client care. Acts as a fiduciary, placing client interests and... ...a combination of remote and office work in a professional office... ...Employee assistance plan Family medical leave Paid parental...Work at officeTemporary workLocal areaRemote workMonday to Friday$85k - $145k
Job Summary The Wealth Advisor focuses on deepening relationships... ...standards of client care. Act as a fiduciary, placing client interests and... ...a combination of remote and office work in a professional office... ...Employee Assistance Plan. Family Medical Leave. Paid Parental...Work at officeTemporary workLocal areaRemote workMonday to Friday$152.37k - $186.23k
...members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:Healthcare (...SeniorFull timeWork experience placementLocal area3 days per week- ....## About This Role**\*** This role is based in Scottsdale, AZ- Office days are Tue to Thur **\*** Who We Are We’re building the future... ...domestic partnership status, past or present military service, family medical history or genetic information, family or parental status...Work at officeTemporary work
- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations... ...with high-net-worth individuals and families to develop personalized financial... ...for clients. With centralized back-office services, resources, and technology, our...Senior
Beacon Pointe Advisors
Scottsdale, AZ4 days ago - ...portfolios and build trusted relationships. You will design tailored investment plans, monitor performance, and align strategies with fiduciary guidelines while expanding the client base. The role requires deep investment knowledge, strong communication, and ability to...Senior
- ...division helps individuals and families achieve their financial goals... ...wealth, trust, and family office services. Serving investors across... ...portfolio. As a trusted advisor to business leadership, the Risk... .... You build buy‑in across senior leaders while navigating complexity...Work at officeFull time
- ...BasedSummaryDo you want to be a true Wealth Advisor for your clients, with the ability to... ...relationships with high net worth individuals, families, family businesses and similar entities.... ...individual.Good knowledge of Microsoft Office; experience with portfolio accounting...Work at officeWork experience placement
- Tier4 Group is seeking a Senior Staff Accountant to join its fast-paced Family Office, balancing strong accounting fundamentals with curiosity and process improvement. You will manage day-to-day accounting for multiple entities, leverage AI tools like Claude to automate...Work at officeSenior
- ...and Trust, a division of Commerce Bank, seeks a Private Wealth Advisor to manage client portfolios and provide comprehensive investment... ...will develop wealth strategies, monitor accounts, and maintain fiduciary compliance while growing client relationships. The role...Senior
- ...the communities we serve.Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development... ...management, private banking and/or trust fieldKnowledge of fiduciary and financial products and services through extensive related...Work at officeFull timeFlexible hoursDay shift
- IAT Insurance Group is seeking a Management Liability Claims Specialist, located at any IAT office with a hybrid schedule. The role covers EPL, D&O, fiduciary, and crime claims for private and non‑profit clients, with exposure to complex litigation and coverage analysis...Work at officeSenior
- Old National Bank seeks a Senior Portfolio Manager to lead investment activities for high-net-worth clients within Wealth Management.... ...accounts. The role requires deep knowledge of investment strategies, fiduciary duties, and regulatory compliance, collaborating across teams...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Family Office Fiduciary Advisor. Be the first to apply!
Related searches
- senior advisor Scottsdale, AZ
- hvac comfort advisor Scottsdale, AZ
- trust advisor Scottsdale, AZ
- care advisor Scottsdale, AZ
- resident advisor Scottsdale, AZ
- comfort advisor Scottsdale, AZ
- service advisor assistant service manager Scottsdale, AZ
- operations advisor Scottsdale, AZ
- innovation advisor Scottsdale, AZ
- trade advisor Scottsdale, AZ