Senior Trust & Estate Settlement Officer
Fwainvest
Fwainvest is looking for a Trust Officer to manage estate settlements in Saint Petersburg, Florida. This position requires strong leadership skills and the ability to effectively collaborate with Financial Advisors and clients. As a Trust Officer, you'll administer trusts according to regulations, interact with beneficiaries, and mentor junior staff. Candidates should have a Bachelor’s degree in Accounting, Business Administration, or Finance, along with 3 to 6 years of experience in a relevant role. #J-18808-Ljbffr Fwainvest
$160k - $200k
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$100k - $135k
Grimaldi Law Firm, located in New York, is seeking an experienced estate planning attorney. The ideal candidate will have over 5 years of relevant experience and must be licensed to practice in Florida. This role requires strong communication skills and proficiency with...SeniorWork from homeTrial period- ...Oxford Financial Group, Ltd. is seeking a Managing Director & Senior Wealth Strategist to lead and refine estate and wealth planning for high-net-worth families. You will produce complex deliverables, review strategies, and serve as a technical resource for client...Senior
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$70k - $75k
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- ...$160 million in assets under management. You will guide clients through retirement, investment, tax and estate planning while transitioning from a retiring senior advisor. The ideal candidate is a seasoned CFP® professional with strong emotional intelligence, credibility...Senior
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