Remote Senior Trust Advisor - Estate & Wealth
Wealthspire
Franklin, TN
- Remote job
Wealthspire Trust seeks a Senior Trust Advisor to oversee fiduciary trust solutions, manage trust administration, and support new business opportunities. The role partners with Wealthspire Advisors, co-trustees, and clients to ensure compliant, client-centered service across the firm’s trust platform. The ideal candidate has 10+ years in trust or related work, strong organizational skills, and a proven ability to lead complex tasks while collaborating across teams and departments. #J-18808-Ljbffr Wealthspire
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Remote Senior Trust Advisor - Estate & Wealth in Franklin, TN vacancy
- The Vanguard Group in Florida seeks a Wealth Advisor to serve ultra-high-net-worth clients with tailored... ...deliver comprehensive strategies including estate planning, tax considerations, and trusted advisory services. This remote role requires CFP and relevant licenses....Remote jobSenior
- Hancock Whitney in Houston, TX seeks a Trust Advisor 4 to manage and develop complex client relationships across estates, trusts, guardianships and agency accounts within Private Wealth Management. The role combines fiduciary oversight with investment management to serve...Senior
- Bank of America is seeking a senior wealth planning professional to lead advisory engagements... ...net worth clients and coordinate with advisors to address estate, tax, and philanthropic goals. The role requires deep expertise across trust and estate planning, investments,...Senior
$170k - $210k
...Why Work at Mercer Advisors? For more than 40 years... ...business management, tax, estate, insurance, and more,... ...Summary: The Partner, Sr. Wealth Advisor works in a... ...initiatives. Serve as a trusted advisor to affluent... ...with a combination of remote and office work in a professional...Remote workSeniorTemporary workWork at officeLocal areaMonday to FridayFlexible hoursMercer Advisors
Portland, OR11 days ago$170k - $210k
Why Work at Mercer Advisors?For more than 40 years, Mercer... ...management, tax, estate, insurance, and more, all... ...and challenges. Regis Wealth Advisors work hand-in-hand... ....Job Summary:The Senior Wealth Advisor focuses... ...with a combination of remote and office work in a professional...Remote workSeniorTemporary workWork at officeLocal areaMonday to FridayFlexible hours- ...Missouri is seeking an experienced Estate Planning Attorney to join a well-established Trusts & Estates practice. This role... ...advising individuals and families on wealth preservation and succession... ...hybrid work arrangement (3 days remote) with mentorship, growth opportunities...Remote work
- ...Prosperity is a leading wealth management company dedicated... ...success: Investment, Retirement, Estate, Tax, Business, and... ...EisnerAmper Company is seeking a Senior Wealth Advisor to join our wealth management... ...Philadelphia office and two days remote. What it Means to Work...Remote workSeniorWork at officeLocal area
EisnerAmper
Philadelphia, PA1 day ago - ...Services Team in New York seeks an experienced professional to advise UHNW clients on tax, trust, and estate planning, and charitable planning. You will collaborate with advisors, portfolio managers, outside counsel, and specialist firms to deliver tailored fiduciary guidance...Senior
$170k - $210k
...Why Work at Mercer Advisors? For more than 40 years... ...business management, tax, estate, insurance, and more,... ...and challenges. Regis Wealth Advisors work hand-in-hand... ...Job Summary: The Senior Wealth Advisor focuses... ...with a combination of remote and office work in a professional...Remote workSeniorTemporary workWork at officeLocal areaMonday to FridayFlexible hoursMercer Advisors
San Francisco, CA11 days ago$114.8k - $155.3k
...Wealthspire is a leading wealth management,... ...visit Wealthspire Advisors LLC, Fiducient Advisors... ..., Wealthspire Trust Location: Nashville, TN or Remote Position Overview... ...Additionally, the Senior Trust Advisor plays... ...Responsibilities: Trust and Estate Administration...Remote workSeniorWork at officeAon
Franklin, TN3 days ago- ...DescriptionPosition Summary:Bessemer Trust is seeking a dynamic and entrepreneurial minded Senior Wealth Advisor focused exclusively on new... ...of investments, tax and estate planning and/or banking services... ...environment: 60% in office, 40% remote for most positionsPaid time...Remote workSeniorTemporary workWork at office
$160k - $200k
...Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among... ...only understands advanced estate and legacy planning but also... ...directly with clients and advisors to design and implement advanced... ...estate planning, tax law, trusts, and family governance ~...Remote workSeniorFull timeWork at officeFlexible hoursStonepath
New York, NY2 days ago- ...Senior Wealth Advisor Provides advanced financial advice and complex portfolio... ...and Senior Wealth Advisors for remote opportunities available to candidates... ..., tax strategies, legacy and estate planning, philanthropic giving, and corporate trust services. They also manage...Remote workSeniorLocal area
Hackajob
United States3 days ago - U.S. Bank is seeking a Private Wealth Advisor to lead a team of trust, banking and investment professionals around high net worth clients. You will focus... ...products. Hybrid/flexible scheduling with in-office days and remote work options is offered. #J-18808-Ljbffr U.S. BankRemote workSeniorWork at officeFlexible hours
$134.79k - $229.59k
...TRUST ADVISOR What Is The Opportunity? Focus is to avail COIs, bank clients... ...planning opportunities in estate and personal trust accounts (... ...with all Bank Operational and Wealth Management policies and... ...otherwise indicated as fully remote, reporting into a designated...Remote workWork at officeLocal areaCity National Bank
New York, NY1 day ago$200k - $250k
Curvion Blue is seeking a Senior Wealth Strategy Consultant who will conduct inbound consultations... ...seeking retirement tax planning. This remote role offers a realistic earning... ...without cold calling, focusing on building trust with clients. The ideal candidate has a...Remote jobSenior$133.73k - $219.7k
...Job Description Bryn Mawr Trust, a WSFS Company, provides... ...managed and collaborative wealth management solutions, including... ...management, trust and estate planning, brokerage and investment... ...businesses. The Senior Wealth and Trust Advisor is responsible for maintaining...SeniorFull timeFlexible hours$200k - $250k
...traditional financial advisor role. You will NOT be... ...closer.” They are a trusted advisor, a confident communicator... ...tax planning and wealth strategy solutions.... ...Position Overview: As a Senior Wealth Strategy... ...This Opportunity: ~100% remote environment ~25-30 inbound...Remote workSeniorFor contractorsFlexible hoursCurvion Blue
Albuquerque, NMmore than 2 months ago- Commerce Trust, a division of Commerce Bank, seeks a Private Client Advisor II/III or Senior to deliver customized wealth management solutions to a portfolio of fiduciary, IRA and investment management clients in Clayton, MO. The role emphasizes deep client relationships...Senior
- ...Marin seeks a highly experienced Trust Officer to manage and grow a... ..., and professional advisors. The role combines fiduciary administration... ..., families, trusts, and estates. You will collaborate with portfolio... ..., and bank partners to drive wealth management solutions. #J-1880...Senior
- ...investment management lead handling high-net-worth accounts in a trust-focused role. You will oversee administration, education, and... ...compliance and risk-aware growth while delivering personalized wealth solutions and maintaining top-tier client experiences. #J-18808...Senior
- ...seeking an experienced attorney to lead tax, trust and estate planning for UHNW clients. The role... ...fiduciary guidance. You will work within Neuberger Wealth, engage in thought leadership, and help expand the firm's trusted advisor capabilities across our nationwide client...Senior
- ...individuals, families, and business owners through retirement, investments, and estate planning. You will act as a trusted advisor, building lasting client relationships and delivering wealth strategies beyond numbers. The ideal candidate holds a Finance-related degree,...Senior
- U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships in Ontario. You will use your knowledge of investments, banking, estate planning, and trust services to frame and retain clients, working with a team...Senior
- Northern Trust seeks a Senior Relationship Advisor to work with high-net-worth clients, delivering personalized advice... ...You will coordinate across trust, tax, estate, investment and planning professionals to provide integrated wealth solutions, aligned with fiduciary...Senior
- U.S. Bank Private Wealth Management in the Columbus area is seeking a Private Wealth Advisor to identify, close, and deepen client relationships... ..., banking, wealth and estate planning, and fiduciary... ...The role emphasizes building a trusted advisory relationship, networking...Senior
- As a Wealth Planning Consultant, Specialist with Vanguard, you’... ...providing them with advanced estate planning, income tax and... ...planning analysis. You will be a trusted advisor, bringing education and... ...regularly.Experience working remotely with demonstration of the ability...Remote workFull timeWork experience placementWork at officeRelocation package
$150k - $230k
...exciting career opportunity for a Tax Senior Manager to join our Trust & Estate Tax team within our National Tax... ...offices. This position is considered remote which means it does not require job... ...for trusts and estates;Provide wealth transfer tax planning and tax consulting...Remote workSeniorWork at officeLocal areaFlexible hours- ..., retain clients, and ensure regulatory compliance while delivering a high-quality client experience. This role emphasizes wealth planning, trust administration, and proactive problem solving to protect client wealth and achieve #J-18808-Ljbffr National Black MBA AssociationSenior
- Northern Trust in Tempe seeks a Senior Consultant to join the Wealth Management Partner Support team. You will coordinate fee-related inquiries, drive cross-functional alignment, and support trust-related needs with partners. You will analyze issues, escalate where needed...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Remote Senior Trust Advisor - Estate & Wealth. Be the first to apply!
Related searches