• Trust Advisor - Lead…

    Wells Fargo (Minneapolis, MN)
    …Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Trust Advisor - Lead Fiduciary Specialist Working at Wells Fargo | Jobs ... aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty… more
    Wells Fargo (07/18/25)
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  • Senior Trust Advisor (Senior…

    Wells Fargo (Minneapolis, MN)
    **About this role:** Wells Fargo is seeking a Senior Trust Advisor (Senior Lead Fiduciary Specialist) to join the Trust Services team as part of ... build an inclusive, collaborative and client-focused environment for our fiduciary professionals + Lead team to achieve...operate within a fast-paced environment + JD and/or Certified Trust and Fiduciary Advisor designation… more
    Wells Fargo (06/04/25)
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  • Tax Manager - Private Wealth

    Deloitte (Minneapolis, MN)
    …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... returns, as well prepare and lead client meetings on compliance and consulting projects related...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's… more
    Deloitte (05/21/25)
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