Senior Trust & Wealth Advisor
$80k - $150kDormont Manufacturing Co
Dormont Manufacturing Co is seeking a Senior Trust Officer in New York. This role involves managing trust and estate administration for high-net-worth clients, providing expert advisory services and maintaining strong client relationships. The ideal candidate will have 7+ years of fiduciary advisory experience, with a Bachelor’s degree preferred. The position is hybrid, offering a base salary range of $80,000 to $150,000 annually. #J-18808-Ljbffr Dormont Manufacturing Co
$350k
...Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its... ...or New Jersey. Our client is seeking a Senior Advisor/ Banker who leads with investments. Manage... ...degree with 7+ years' experience in the wealth management industry as either a Financial...Senior$170.5k - $284.1k
...Wealth Advisor Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention... ...with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals...SeniorTemporary workWork experience placement- ...Our Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech, RIA. This role is for you if you thrive... .... Coordinate with third party specialists across tax, trust and estate, and insurance, ensuring clients leverage the right...SeniorRemote work
$10.4k
...Senior Wealth Advisor The Senior Wealth Advisor role is a critical role that will be foundational in shaping how the future of the wealth... ...allocations. Work with third-party service providers across tax, trust & estate, and insurance specialties and guide clients on...SeniorWork at officeImmediate start$100k - $300k
...Position Profile Weaver Capital Advisors, LLC is seeking talented... ...and fostering relationships built on trust. Weaver Capital Advisors is an RIA and our services include wealth management and wealth planning. The Senior Wealth Advisor works directly with...SeniorBase plus commissionFlexible hours- Northern Trust, based in New York City, seeks a Wealth Advisor to provide financial guidance to clients. In this role, you will develop personalized wealth profiles and design integrated wealth plans while collaborating with multiple professionals. Ideal candidates have...Senior
- Dormont Manufacturing Co is hiring a Private Wealth Management Trust Advisor, responsible for acquiring and managing complex client relationships in trust and investment management. The advisor will develop investment strategies and provide ongoing advisory services to...Full time
- Charles Schwab Corporation is looking for a Wealth Advisor in New York, NY to manage ongoing client relationships, deliver financial planning... ...tailored investment guidance. The role emphasizes building trust and supporting clients through complex financial decisions. An...
- ...for a Sr. Solution Engineer to join its team of experts in field service, CRM, and cloud computing. In this role, you will establish trusted relationships with customers and internal teams to drive sales of SaaS solutions that enhance field service operations. The ideal...Senior
- ...portfolio. This position requires a minimum of 10 years of relevant banking experience, with a strong emphasis on private banking and wealth management. Candidates should possess a Bachelor’s degree in finance or economics and have strong communication skills....Senior
$100k - $275k
Bank of America is seeking a seasoned professional in New York for a role that focuses on acquiring new clients and building relationships. The ideal candidate will possess 12+ years of experience in private banking or financial services, demonstrate leadership in client...Senior- ...Senior Consultant - Financial Services - Insurance and Actuarial Advisory Services - Modeling... ...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real... ...industry in which financial institutions are trusted and flourish, and the global economy is...SeniorSummer holidayWorldwideFlexible hoursShift work
- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long‑term relationships with clients...Senior
$99.75k - $140k
...projects and analysis for high-priority and topical issues for senior management Conduct ad-hoc and monthly valuation analysis, along... ...issues clearly Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams Ability to...SeniorVisa sponsorship- ...Job Description Prosperity is a leading wealth management company dedicated to providing objective financial planning services... ...Insurance. Prosperity- An EisnerAmper Company is seeking a Senior Wealth Advisor to join our wealth management team. In this role you will have...SeniorWork at officeLocal areaRemote work
$173.52k - $195.21k
...Senior Advisor Financial Compliance and Change Management Title: Senior Advisor Financial Compliance and Change Management First Date of... ...availability initiatives. This senior-level role serves as a trusted advisor to executive leadership, providing expert guidance on...SeniorWork at office- ...the world of luxury furnishings. As our Senior Associate of Strategic Finance, you will... ...building cross-functional relationships and trust. Thrives in a fast-paced, results-... ...90,000.00-$110,000.00 5 days ago Asset & Wealth Management, Portfolio Management, Open-Ended...SeniorFull timeTemporary work
$77k - $202k
...Applicable Specialism Finance Management Level Senior Associate Job Description & Summary At PwC, our people... ...evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position...SeniorH1b- Franklin Templeton Investments is seeking a Trust Counsel to join our team in New York. This role will involve collaborating with clients... ...possess a JD or LLM with at least 10 years of experience in wealth planning and trust administration. Strong communication skills and...Senior
- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The successful senior wealth advisor will...Senior
$208.6k - $375.4k
...accounts across the US. This role demands substantial cybersecurity experience and expertise in advanced security architectures like Zero Trust. The position involves effectively positioning Akamai's core security solutions and driving complex deals, ensuring collaboration...Senior$122.54k - $208.72k
City National Bank is seeking a Team Lead for Trust and Estate Administration in New York, NY. This role involves managing complex trust accounts, providing guidance to clients, and ensuring compliance with trust laws and regulations. Candidates should have at least 10...Senior$170k - $190k
Jobot is seeking a Senior Attorney with expertise in trusts and estates to join their dynamic law firm in New York. This role offers a competitive salary ranging from $170,000 to $190,000 per year and emphasizes innovative solutions and a client-centric approach. The ideal...Senior- A leading global financial institution is seeking a Settlement Officer VP in Wealth Management Solutions to oversee trust administration. This role encompasses managing trust settlements, engaging with clients, and ensuring compliance with fiduciary standards. Ideal candidates...Senior
- AngelList Venture is looking for a GRC Systems Owner in New York. You'll manage compliance programs to ensure trust and audit readiness by leveraging AI for automation. The role involves building GRC systems, overseeing various compliance standards, and partnering with...Senior
- Ernst & Young Oman is seeking a professional in Fiduciary/Trust Tax Services to perform tax research, prepare complex tax returns, and analyze tax issues. This role requires a bachelor’s degree and a minimum of 2 years of experience in a tax services organization. The ideal...Senior
$250k - $300k
Sills Cummis & Gross PC in New York is seeking an experienced attorney to join their Tax, Trusts and Estates Practice Group as Of Counsel. This position offers the opportunity to advise high-net-worth clients on sophisticated estate issues within a collaborative environment...Senior$162.5k
A legal recruitment agency is seeking a Trusts & Estates Administration Paralegal with over 5 years of experience to join their team in New York. The role includes handling all phases of estate and trust administration, extensive client communication, and preparation of...Senior- A boutique trust and estate law firm in Pennsylvania is seeking an experienced Associate Attorney to manage complex estate and trust matters. The role includes preparing inheritance tax returns, providing legal analysis, and mentoring junior paralegals. The ideal candidate...Senior
- Join Gpac as a Trust and Estate Attorney in New York, NY. We seek a candidate with a minimum of 3 years of experience in trusts and estates, including estate planning and probate administration. The ideal applicant will have an active Bar membership and a thoughtful approach...Senior
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