• Key Private Bank Senior Fiduciary…

    KeyBank (Toledo, OH)
    …** Fiduciary Expertise** + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues. + Designs and delivers sophisticated ... strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance...bank. + Identifies and resolves potential trust and estate tax - related issues. + Applies sound fiduciary … more
    KeyBank (07/18/25)
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  • Private Bank Senior Fiduciary…

    KeyBank (Pepper Pike, OH)
    … Fiduciary Expertise - Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues. - Designs and delivers sophisticated ... strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance...bank. - Identifies and resolves potential trust and estate tax - related issues. - Applies sound fiduciary … more
    KeyBank (05/13/25)
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  • Senior Philanthropic Advisor…

    Wells Fargo (Dallas, TX)
    …**About this role:** Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist (LO) Working at Wells Fargo | Jobs and ... under Regulation Z (LO) outlined in the job expectations below + This Philanthropic Senior Advisory Specialist is a specialty fiduciary expert with a focus on… more
    Wells Fargo (07/31/25)
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  • Senior Trust Officer - Senior…

    Wells Fargo (Minneapolis, MN)
    …Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Fiduciary Specialist Working at Wells Fargo | Jobs and Careers ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
    Wells Fargo (07/31/25)
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  • Senior Fiduciary Coordinator…

    Wells Fargo (San Francisco, CA)
    …trust services. * Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Estate ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
    Wells Fargo (07/26/25)
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  • Senior Lead Fiduciary Advisory…

    Wells Fargo (San Francisco, CA)
    …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist - Estate Services Working at Wells ... base of fiduciary knowledge, including estate administration, post-mortem planning, gift tax strategies, income tax strategies and other complex wealth … more
    Wells Fargo (07/26/25)
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  • Senior Special Needs Trust Officer…

    Wells Fargo (Purchase, NY)
    …Wells Fargo is seeking a Senior Special Needs Trust Officer as part of Wealth and Investment Management. Working at Wells Fargo | Jobs and Careers at Wells Fargo ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
    Wells Fargo (07/29/25)
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  • Senior Trust Associate - Senior…

    Wells Fargo (Palm Beach, FL)
    …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and...HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust… more
    Wells Fargo (07/25/25)
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  • Tax Senior - Private Wealth

    Deloitte (New York, NY)
    …Wealth practice! Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform ... during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability to perform job… more
    Deloitte (07/11/25)
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  • Senior Trust Advisor - Truist Wealth

    Truist (Philadelphia, PA)
    …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... part of the broader client facing wealth team to expand existing relationships and capture new...+ Understand and provide interpretation as related to complex fiduciary documents and strategies + Conduct client and prospect… more
    Truist (06/11/25)
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