Senior Family Office Fiduciary Advisor for HNW Clients
Trajan Wealth LLC
Trajan Wealth LLC is seeking a client-focused Family Office Fiduciary Advisor to be the primary relationship manager for an established book of high-net-worth and retirement-focused clients. This licensed fiduciary will deliver wealth management solutions and coordinate with internal specialists from our Scottsdale headquarters. Responsibilities include client relationship management, comprehensive financial planning, estate coordination, tax-efficient strategies, and wealth preservation, with #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 for HNW Clients in Scottsdale, AZ vacancy
- ...the fastest-growing Registered Investment Advisor firms in the country. What sets us apart... ...don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office. Role Overview Trajan Wealth is seeking...Work at officeHigh net worthTemporary workRelocation package
- Wilde Wealth Management Group seeks a Senior Registered Advisor Support Associate in Paradise Valley/Scottsdale... ...Financial Advisors and manage complex client relationships. You will execute trades... .... Full-time in our Scottsdale office with a competitive salary and benefits...Work at officeSeniorHigh net worthFull time
- 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
- ...skilled professional to serve as a trusted advisor to clients on complex financial, tax, and legal... ..., business owners, executives, and family offices to develop comprehensive strategies... ...guidance regarding regulatory and fiduciary considerations. Client Relationship...Work at officeSeniorHigh net worthFor contractorsLocal area
$80k - $130k
...growing Registered Investment Advisor firms in the country.... ...critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office. Role Overview Trajan Wealth... .... Working closely with Senior Advisors, Portfolio Management...Work at officeBase plus commissionTemporary workRelocation package- Old National Bank seeks a Wealth Advisor III in Scottsdale to lead relationships with high net worth clients, coordinating planning, investments and private banking solutions... ...advice and build wealth for clients and their families. The role requires 7+ years in wealth...SeniorHigh net worth
- ...Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our... ...help our Ultra High Net Worth clients achieve their unique financial... ...influential individuals and families. By communicating Vanguard’s... ...model. We are in the office Tuesday-Thursday and work remotely...Work at officeSeniorHigh net worthFull timeLocal areaRemote workRelocationMonday to Friday
Vanguard
Scottsdale, AZ3 days ago - ...Bank in Scottsdale, AZ is seeking a PWM Private Wealth Advisor to manage and grow high net-worth client relationships. The role involves leading a team of... ...position generally requires three days a week at the office with flexible work arrangements. #J-18808-Ljbffr Hong...Work at officeSeniorHigh net worthFlexible hours3 days per week
- U.S. Bank Private Wealth Management is seeking a Private Wealth Advisor to identify, close, and deepen client relationships, leveraging investments, banking, estate planning and trust services. You will grow through internal and external sales while coordinating with specialists...SeniorHigh net worth
- ...Scottsdale is recruiting an ambitious wealth advisor for its nationally recognized RIA, which... ...first approach and serves high-net-worth families. The role connects you to an in-house... ...caliber investment solutions to focus on client relationships rather than infrastructure....SeniorHigh net worth
$100k
...looking to bring on an ambitious wealth advisor for its Scottsdale office. This firm takes a planning-first... ...net-worth and ultra-high-net-worth clients and families. Advisors here plug into an... ...developing lasting relationships with HNW and UHNW individuals and families...Work at officeHigh net worth- ...Wealth Planning Consultant, Senior Specialist with Vanguard,... ...advising our ultra-high net worth clients and their families through their unique and... .... You will be a trusted advisor, bringing education and world... ..., PA, or Scottsdale, AZ offices. Those residing within 40 miles...Work at officeSeniorHigh net worthFull timeWork experience placementRemote work
$70k - $80k
...an alternative application process. Senior Registered Advisor Support Associate Full Time Paradise Valley... ...of investment operations and client service. As a Senior Registered Advisor... ...full-time and based in our Scottsdale office. Duties include, but not limited to:...Work at officeSeniorHigh net worthFull timeSummer work- ...investment guidance to individuals, families, organizations, and... ...small-town values, prioritizing client interests consistently. This... ...advice. Position Overview The Senior Advisor serves as the primary relationship... ...Proficiency with Microsoft Office, financial planning software,...Work at officeSenior
SJS Investment Services
Paradise Valley, AZ14 hours ago - ...With over 9 million clients and 20,000 financial advisors across the U.S. and... ...end, high net worth (HNW) client experience by... ...You Will Do: The Senior Planner will serve as... ...client and the home office stakeholders and is... ...recommendations, act as fiduciary to the client's...Work at officeSeniorHigh net worthTemporary workHome officeFlexible hours
Edward Jones
Scottsdale, AZ3 days ago $110k - $136k
Client Facing Product Manager Opportunity in Financial Services Senior Product Manager, Advisor Growth Location(s): Scottsdale: 18700 N Hayden Rd,... ...Osaic has returned to the office on a hybrid schedule requiring... ...or national origin, family or marital status, physical...Work at officeSeniorFull time$80k - $120k
...Tax Senior Scottsdale,AZ, US 6917027 9 days ago Job... ...a diverse portfolio of clients, focusing on high net worth... ...software and Microsoft Office Suite. An ability to... ...growing boutique financial advisor who is actively seeking... ...#gift #high-net-worth #hnw #prepare #tax-filing #1...Work at officeSeniorHigh net worthLocal areaLeoforce
Scottsdale, AZ4 days ago- ...Commerce Bank, seeks an experienced investment professional to manage client portfolios and build trusted relationships. You will design... ...plans, monitor performance, and align strategies with fiduciary guidelines while expanding the client base. The role requires deep...Senior
- LeoForce in Scottsdale, AZ is seeking a Tax Senior to join our elite Accounting + Finance team. You will manage and review tax projects... ...least 5 years in tax, proficiency with tax software and Microsoft Office, and strong communication skills. CPA is preferred. #J-18808-...Work at officeSeniorHigh net worthLocal area
- ...In-Office | Full-Time Scottsdale, AZ or Denver, CO Applicants can... ...Thomas is a Registered Investment Advisor (RIA) providing sophisticated... ...high-net-worth individuals, families, and corporate executives. We... ...looking for a Private Wealth Client Associate to join our growing...Work at officeHigh net worthFull time
Ashton Thomas Inc
Scottsdale, AZ2 days ago - .... We are seeking a seasoned, client-centric operations professional... ...worth (UHNW) individuals and families, typically those with complex... ...RIA compliance requirements, fiduciary standards, operational risk... ...complex multi-generational/family office-type relationships)....Work at officeHigh net worthFull time
$90k - $180k
...Description Job Description Senior Tax Associates to Tax Manager... ...Style: Hybrid (flexible in-office schedule) Compensation: $90... ...collaborative environment with meaningful client interaction—ideal for someone... ...high-net-worth individuals, family-owned businesses, and closely...Work at officeSeniorHigh net worthFlexible hoursSolid Rock Recruiting LLC
Scottsdale, AZa month ago- Mariner is seeking an Associate, Family Office to support accurate and timely financial administration... ...and reporting for family office clients in Scottsdale, AZ. You will manage day-... .... You will collaborate with client advisors and accountants to organize financial information...Work at office
$95k - $140k
Senior Tax Accountant / Tax Manager (Public Accounting) Neuwirth... ...Scottsdale, AZ 85259 Full-Time | In Office Salary: $95,000 to $140,000... ...enjoys building long‑term client relationships, solving... ...0S, and 1065 Experience with fiduciary and trust returns is a plus Strong...Work at officeSeniorHigh net worthFull time- ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...Bank of America is committed to an in-office culture that supports collaboration, engagement... ...and/or trust field Knowledge of fiduciary and financial products and services through...Work at officeHigh net worthWork experience placementFlexible hoursShift workDay shift
- ...Originally founded in 1882 as the family office of John D. Rockefeller, the... ...oversees $228 billion in client assets as of July 31, 2026.... ...including wealth planners, tax advisors, estate attorneys, and other... ...family governance needs. The Senior Wealth Strategist is a member...Work at officeSeniorHigh net worthLocal area
- ...Wealth Management, Private Wealth Advisor - Scottsdale, AZ location_on... ...net worth individuals and families, as well as select... ...PWM Teams work one-on-one with clients to advise and deliver customized... ...Headquartered in New York, we maintain offices around the world. We believe...Work at officeHigh net worthFull timeTemporary work
- A family office is seeking an experienced Wealth & Tax Advisor to join their team in Scottsdale, Arizona. This role involves comprehensive client engagement, financial planning, and preparing tax returns. Ideal candidates will have at least 5 years of experience in taxes...Work at officeFlexible hours
- ...generation of affluence. We serve clients who live dynamic, adventurous... ...we serve, individuals and families who value innovation,... ...Responsibilities This role, a Senior Property Desk Adjuster is a key... ...be based in our Phoenix, AZ office. We offer a hybrid work schedule...Work at officeSeniorHigh net worthFull timeFor contractorsRemote workFlexible hours
- ...Brokers in Scottsdale, AZ is looking for a motivated Financial Advisor to join their financial services team. The ideal candidate will... ...market research to recommend and execute investment strategies for clients. Responsibilities include identifying sales opportunities and...SeniorHigh net worth
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Family Office Fiduciary Advisor for HNW Clients. Be the first to apply!
Related searches
- hvac comfort advisor Scottsdale, AZ
- care advisor Scottsdale, AZ
- college advisor Scottsdale, AZ
- innovation advisor Scottsdale, AZ
- operations advisor Scottsdale, AZ
- comfort advisor Scottsdale, AZ
- cultural advisor Scottsdale, AZ
- solution advisor Scottsdale, AZ
- trade advisor Scottsdale, AZ
- remote advisor Scottsdale, AZ