Remote Trust & Fiduciary Investment Advisor
Summr
- Remote job
Summr in Dallas, TX is hiring an Investment Sales Associate to develop relationships with trustees and fiduciaries for institutional investment solutions. This role involves educating fiduciaries on tailored investment strategies and ensuring compliance with regulations. The ideal candidate holds a Bachelor's degree, possesses strong communication skills, and has experience in relationship-based sales. Summr offers competitive salary, commissions, and comprehensive benefits including health insurance and training programs. #J-18808-Ljbffr Summr
- Full-time Dallas-Fort Worth, TX (Remote within Texas) Summr Capital Management... ...Management is a systematic investment manager and RIA operating at the... ...with trustees, estate planners, and trust beneficiaries. You'll work with fiduciaries and legal professionals to...Remote jobFull timeVisa sponsorship
- ...innovation and growth.Practice Overview Ankura’s Trust and Mass Torts team has extensive... ...structured, defensible processes for fiduciaries, courts, and stakeholders in high-volume... ...experience; may act as primary contact #LI-Remote#LI-NT1*Ankura is an Affirmative Action and...Remote workFull timeFlexible hours
- A leading Texas bank in Austin seeks a Wealth Advisor/Trust Officer III to manage fiduciary relationships and grow portfolios. The role involves delivering exceptional client experiences, educating partners on wealth capabilities, and executing strategies for current and...Suggested
- Investment Advisor - Client Acquisition (Remote)About Ridgewood InvestmentsRidgewood Investments is an investment advisor... ....Our focus is simple: build trust, grow assets, and deliver long-term... ...full compliance with regulatory and fiduciary standardsQualificationsActive...Remote job
- Index Fund Advisors, Inc. seeks an Institutional Investment Consultant for a full-time remote role serving the Philadelphia area. You will analyze portfolios, craft policy... ...client education materials while upholding fiduciary standards. The role emphasizes client relationships...Remote jobFull time
$135k - $235k
...hybrid, or (3) fully remote. Hybrid roles are generally... ...The Director - Investments, Portfolio Construction... ...supporting Ally Invest Advisors’ model offerings, including... ...conditions, and fiduciary standards. The role... ...it Right" and being a trusted financial-services provider...Remote workFull timeTemporary workPart timeWork experience placementWork at officeRelocation packageFlexible hours$102.36k - $190k
About the Role:A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize... ...investment of assets under management and meet fiduciary objectives.Proven ability to grow a book of...Full timeWork experience placementWork at officeImmediate start- ...of in-person work required at an assigned work location. Any remote work is expected to be performed from an employee’s primary residence... ...events that impact service to our customers.Job SummaryDTE Trust Investments manages over $11B in assets including US/Global equities,...Remote work
$89k - $105k
Chainguard is the trusted source for open source. By delivering hardened, secure, and production-ready builds of all the open source software... ...Capital. Security Analyst (Governance and Trust) Location: Remote- US, Canada, UK, Germany About the role Chainguard is seeking a...Remote workLocal areaFlexible hours$93.4k - $128.4k
...Financial, Columbia Threadneedle Investments and RiverSource Insurance and... ...world.Job DescriptionAs a Trust Investment Officer, you will... ...play a pivotal role in managing fiduciary investment relationships and... ...Officers, Financial Advisors, and clients to develop and implement...Full timeH1bWork at officeWork from homeVisa sponsorship1 day per week$160k - $230k
...Tax Senior Manager to join our Trust & Estate Tax team within our... .... This position is considered remote which means it does not require... ...time for enjoyment and fun. We invest in a robust Total Rewards... ...Review complex gift, estate and fiduciary income tax returns;Review fiduciary...Remote workWork at officeLocal areaFlexible hours- A financial services firm in Georgia is seeking a skilled Financial Advisor to assist clients in achieving financial independence with a fiduciary business model. Responsibilities include supporting the President in client interactions and committee work while ensuring...
$97k - $180k
...delivering extraordinary care.The Investment Controllership Reporting &... ...as a Investment Accounting Advisor on the Reporting & Advisory team... ...: 2 days in office, 3 days remote. This role does not qualify... ...Background Check: Due to the fiduciary accountabilities within this...Remote workFull timeTemporary workPart timeCasual workWork at office$160k - $210k
...Fully Remote Senior Tax Manager - Trusts and EstatesJoin a dynamic growing accounting firm, shape client success... ...with internal teams and external advisors to ensure that all tax strategies... ...and estates.Strong understanding of fiduciary tax and estate planning strategies.Excellent...Remote workSummer workWork at officeLocal areaRelocation package$130k - $160k
...before sending an application. Trust & Estate Tax Manager | 100% Remote $130-160K Base + Bonus + 100% Employer... ...strategies across personal, fiduciary, estate, and gift tax Structuring... ...collaborative and people-focused. They have invested in building a successful remote...Remote workImmediate startRelocation- Senior Manager, Trust & Estate Tax (Remote | Midwest Preferred) There are roles... ...for the next generation of fiduciary tax leadership. For the right... ..., and deeply human. They invest in technology. They invest... ...Work directly with wealth advisors, external attorneys, and family...Remote jobWork at office
- ...Description Job Description JOB SUMMARY: The Trust Portfolio Manager supports trust and fiduciary accounts by coordinating portfolio-related... ...partnership with the firm’s external Registered Investment Advisor (RIA). This role does not provide discretionary...
- ...seeking a Tax Manager | Senior Manager - Trust & Estate to lead high-net-worth engagements... ...This role offers flexible schedules and remote work options. The ideal candidate will have deep knowledge in trust, estate, and fiduciary taxation, with experience guiding #J-188...Remote workFlexible hours
- ...Description Tax Manager – Estate, Gift & Trust (Top National Firm | Bay Area | Flexible / Remote Potential) A top national CPA... .... If you enjoy working in fiduciary tax, estate planning, and trust... ...clients Serve as a trusted advisor on both compliance and long-...Remote workPrivate practiceWork at officeFlexible hours
- JPMorganChase's Institutional Investment Solutions (IIS) team seeks an experienced fiduciary investment strategist to serve as... ...collaborating with U.S. Private Bank Advisors. You will deepen fiduciary... ...while aligning portfolios with trust documents. You will deliver insights...
- Detail-oriented and experienced, the full-time remote Security Analyst (Governance & Trust) will manage security assurance operations and maintain AI agents to support customer trust and governance workflows. Key responsibilities Maintain and improve internal security...Remote workFull time
$170k - $225k
...Job Description Job: Senior Tax Manager (Trust, Estate, Gift Team) Compensation:... ...Profit Sharing, and Company-Paid Benefits ~ Remote Flexibility with equipment provided ~... ...majority of your time will be spent handling Fiduciary Tax returns, but we are still able to...Remote workImmediate start$120k - $140k
...Senior Financial Planner, CFP® \n FF Advisors, LLC dba Family Financial · Remote (United States) · Full-time ·... ...is a fee-only Registered Investment Advisor and multi-family office. We... ...client ownership early on. You will be trusted with households to run rather than...Remote workFull timeWork at officeLocal areaFlexible hoursDay shift$122.7k - $182.06k
...Position Title: Tax Manager – Estates & Trusts (LLM) Location: Remote (U.S.-based only) Company:... ...alongside attorneys, CPAs, and wealth advisors to deliver integrated, client-centered... ...including planning, compliance, and fiduciary oversight Prepare and review federal...Remote workFlexible hours- DigiCert is a global leader in intelligent trust. The Trust Operations Analyst will help advance DigiCert's security operations by identifying risks and threats through real-time log analysis and incident handling. You will work with the team to enhance security posture...Remote job
$150k
...Description Index Fund Advisors, Inc. (IFA) is a fee-only... ...diversified, and tax-managed investment strategies under a fiduciary standard of care. Founded... ..., serving individuals, trusts, corporations, non-... ...Consultant is a full-time remote position open to candidates...Remote workFull time$160k - $185k
...service law firm, is seeking a Trusts & Estates Associate Attorney... ..., wealth preservation, fiduciary guidance, and probate-related... ...clients, colleagues, and outside advisors to deliver thoughtful legal solutions... ...(4 days in office, 1 day remote) Responsibilities:...Remote workWork at office- ...opportunity for the right advisor. We are based out of... ...financial planning, investment management, and tax services... ...position is primarily remote/virtual but may... ...Maintain a high standard of fiduciary care, professionalism,... ...the ability to build trust with a diverse range...Remote jobPart timeWork at officeLocal areaFlexible hoursShift work
$64.6k - $90k
...If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top... ...team for you. As a Financial Advisor , in JPMorgan Investments... ...exceptional client experience through remote channels by understanding...Remote workFull timeWork at office$110k - $130k
...Chainguard is the trusted source for open source. By delivering hardened, secure, and production-ready builds of all the open source... ...decisions. A few of the benefits we offer: ~ Flexible & Remote-First Culture: Work remotely with team meetup opportunities,...Remote workFull timeFreelanceLocal areaFlexible hours
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