Senior Trust Officer - High-Net-Worth Wealth & Fiduciary
Bank of America Financial Center
Bank of America is hiring for a fiduciary and investment management role focused on high-net-worth clients in Chicago. The position requires a strong background in trust administration and estate planning, along with excellent client engagement skills. Key responsibilities include managing accounts, ensuring compliance with regulatory standards, and developing new business opportunities. Candidates should have a minimum of five years of relevant experience and a commitment to providing high-quality client service. #J-18808-Ljbffr
- ...Adams, Inc. is seeking a Senior Trust Officer in the suburb of Chicago, IL. This role serves as the primary advisor to high-net-worth individuals and families, offering comprehensive wealth planning across investments, trust and estate planning, retirement, tax, insurance...SeniorHigh net worth
$98.1k - $210k
...responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries... ...support including the review of trust instruments, participating in matters... ...prospects to build and transfer wealth tailored to their unique goals,...SeniorHigh net worthShift workDay shift- ...Senior Trust Officer Chicago, Illinois To proceed with your application,... ...responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries... ..., assisting clients with wealth planning needs, and managing...SeniorHigh net worthWork at officeShift workDay shift
$164.6k - $288k
Northern Trust in Chicago is seeking a Senior Relationship/Trust Advisor in Wealth Management to manage complex client relationships, particularly high net worth (HNW) and ultra-high net worth (UHNW) clients... ...along with strong fiduciary knowledge and leadership skills...SeniorHigh net worth- ...TRIL70075 – Senior Trust Officer – Suburb of Chicago, IL (DuPage County) The Senior Trust Officer serves as the primary advisor to high-net-worth individuals and families, delivering comprehensive, goals-based wealth planning across investments, trust and estate planning...SeniorHigh net worth
$90k - $121.3k
...communities we serve. As a trusted partner, we thrive... ...continually seek highly motivated and... ...currently seeking a Senior Compliance Advisory Services Officer who will serve as the... ...pertaining to the Wealth Division of the... ...other certificates in Fiduciary Risk and Compliance...SeniorWork experience placementWork at office- ...partnering with a highly sophisticated private... ...looking to add a Senior Trusts & Estates Attorney to its Chicago office. This is a... ...represents ultra-high-net-worth individuals,... ...-worth clients on wealth transfer, tax, charitable... ...including complex fiduciary issues Work...SeniorHigh net worthWork at office
$117k - $158k
...Chief Fiduciary Officer Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions... ...LLC, Wintrust Private Trust, Great Lakes Advisors... ...CFO–Fiduciary) is the senior-level Officer...High net worthWork at office$117k - $158k
...Description Summary Chief Fiduciary Officer (CFO–Fiduciary) is the senior‑level officer... ...across the trust company. The role ensures... ...Administer and oversee high‑complexity trusts (... ...in high‑net‑worth and ultra‑high‑net‑... ...profile of Wintrust Wealth Management through...High net worth$140k - $150k
...Senior Trust Officer Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement... ...Trust Company provides fiduciary services and investment management... ...governing instruments Maintain high client and advisor service levels...SeniorPermanent employmentWork at officeLocal areaWork from homeMonday to ThursdayFlexible hours- ...financial institution seeks a Senior Relationship/Trust Advisor in Chicago, IL, to manage complex wealth management client... ...requires deep knowledge of fiduciary standards and the ability to... ...extensive experience with ultra-high net worth clients, strong leadership skills...High net worth
- gpac is seeking an experienced Fiduciary Litigation & Wealth Planning Attorney for a fully remote position... ...This role involves managing complex trust disputes, crafting sophisticated wealth transfer plans, and serving high-net-worth clients. The position combines high-...High net worthRemote job
$150k
...Sr. Trust Officer - To 150K - Chicago, IL - Job 3403b job at The Symicor Group. Chicago, IL. Sr. Trust... ...established by Municipalities throughout New Jersey. Wealth Management Administrator will be responsible for handling fiduciary account administration, and functions for...SeniorLocal area- ...Job Summary As a Wealth Management Solutions. Trust & Estates‑Estate Officer within the Global Trusts & Estates Practice, you... ...in serving as a corporate fiduciary for families, it is important that... ...opportunity employer and place a high value on diversity and inclusion...
$164.6k - $288k
...Senior Relationship/Trust Advisor, WM page is loaded## Senior Relationship/... ...RELATIONSHIP/TRUST ADVISOR, WEALTH MANAGEMENT** OH: R153403... ...in MV and delivers high quality fiduciary and administrative services... ...working with ultra-high net worth (UHNW) clients is preferred...SeniorHigh net worthWork experience placementFlexible hours$150k - $215k
JPMorgan Chase is seeking a Wealth Management Solutions Estate Officer in Chicago, IL. This role involves overseeing... ...the administration of estates and trusts, making recommendations, resolving... ...'s Degree, and familiarity with fiduciary products. The salary ranges from $1...- Job Summary As a Wealth Management Solutions. Trust & Estates- Estate Officer within the Global Trusts & Estates Practice, you... ...in serving as a corporate fiduciary for families, it is important that... ...advisors (attorney, accountant); highly respected by external professional...
$105k - $190k
...The Global Trusts & Estates Practice is an integral... ...serving as a corporate fiduciary for families, it is important... ...will, it is the Trust Officer's role to oversee the... ...a Trust Officer VP in Wealth Management Solutions, Trust... ...employer and place a high value on diversity and...- ...Trust Officer VP in Wealth Management Solutions, Trust & Estates The Global Trusts & Estates Practice is an integral part of the services we... ...With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates...
$164.6k - $288k
Northern Trust is a Fortune 500 company that has been... ...operation since 1889. Senior Relationship/Trust Advisor, Wealth Management The Senior Relationship... ...wealth management high net worth (HNW) and ultra‑high net... ...delivers high quality fiduciary and administrative services...SeniorHigh net worthWork experience placementVisa sponsorshipWork visa$175k - $200k
...seasoned legal professional to enhance their Trusts & Estates practice. The ideal candidate... ...over 10 years of experience serving high-net-worth clients, licensed to practice in Illinois... ...knowledge in Estate Planning and Wealth Management. This role offers a competitive...SeniorHigh net worthFlexible hours- JPMorgan Chase & Co. is looking for a Wealth Management Solutions Estate Officer in Chicago. In this role, you will manage... ...minimum of 7 years of experience in the Trust and Estates sector, preferably with a corporate fiduciary or law firm background. A Bachelor’s Degree...
$130k - $160k
...experience in multiple business entities and high net worth clients. Caliber Recruiting Group... ...years of accounting experience in a firm / wealth management / public accounting / CPA... ...Review experience with C-Corps, S-Corps, Trusts and Partnerships, as well as tax return...SeniorHigh net worthLocal areaFlexible hours$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate Wealth Strategist... ...client experience at RBC for its high net worth ("HNW") and ultra-high net worth ("... ...planning, business succession planning, trust and charitable planning issues...SeniorHigh net worthTemporary workFlexible hours$80k - $120k
...Position Title: Tax Senior Associate Job Description... ...to join our Trust & Estate Tax team within... ...distance to one of our offices. This position is considered... ...gift, estate, and fiduciary income tax returns for... ...and consulting to high-net-worth clients for estate and...SeniorHigh net worthWork at officeLocal areaRemote workFlexible hours$102k - $190k
...professional to manage client relationships and deliver exceptional wealth management solutions. The ideal candidate will have over 7... ...collaborating with teams to provide tailored solutions to high net worth clients and achieving business goals. A competitive salary of...SeniorHigh net worth$164.6k - $288k
A leading financial services firm is seeking a Sr. Trust Advisor to manage relationships with ultra-high net worth clients. This role includes overseeing fiduciary services, collaboration with family offices, and ensuring client satisfaction. The ideal candidate has 7-...High net worthWork at office$215k - $275k
Permanent Placements LLC is seeking an experienced Private Wealth Associate to join a leading national law firm's trusts and estates practice. This role focuses on advising high-net-worth individuals on sophisticated estate planning, including drafting wills and management...High net worthPermanent employment$164.6k - $288k
...Senior Portfolio Advisor II page is loaded## Senior... ...152404**About Northern Trust:**Northern Trust, a Fortune... ...needs requiring a high level of technical expertise... ...and sensitive high net worth personal trusts and individual... ...and Goals Driven Wealth Management Practices, their...SeniorHigh net worthWork experience placementLocal areaFlexible hours$164.6k - $288k
SENIOR PORTFOLIO ADVISOR II, WEALTH MANAGEMENT OH: R152404 Position manages a set of fee... ...and sensitive personal trust relationships and individual... ...investment needs requiring a high level of technical... ...large and sensitive high net worth personal trusts and individual...SeniorHigh net worthH1bLocal area
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