Career Opportunities - Issue 19

Featured career opportunities, February 2026

We’re currently recruiting for the below roles. See the perfect fit? Contact the recruiter listed.

Fiduciary Officer

Credentials: CTFA

Location: Burlington, VT

Recruiter: Daniel Jimenez
[email protected]

Commercial Lines Insurance Account Manager

Credentials: P&C License

Location: Missouri (Columbia, St. Louis, Kansas City)

Recruiter: Christie Burgess
[email protected]

Commercial Lines Field Underwriter

Credentials: CPCU

Location: Omaha or Lincoln, NE

Recruiter: Christie Burgess
[email protected]

Senior Fiduciary Tax Accountant

Credentials: 1041, 706 Tax Filing Experience

Location: Stamford CT

Recruiter: Cody Newton
[email protected]

Charitable Planning Attorney

Credentials: JD

Location: Stamford, CT and Florida

Recruiter: Cody Newton
[email protected]

Private Banker IV

Credentials: CFP, Series 7 & 66

Location: Dallas, TX

Recruiter: Greg McDowell
[email protected]

Estate Planning Attorney

Credentials: JD

Location: Madison, WI

Recruiter: Daniel Jimenez
[email protected]

Estate Planning Attorney or Associate EP Attorney

Location: Chicago

Recruiter: Christie Burgess
[email protected]

Client Wealth Advisor/Relationship Manager

Credentials: CFP, CFA

Location: Chicago

Recruiter: Christie Burgess
[email protected]

Relationship Manager

Credentials: CFA, CFP

Location: Austin/Houston, TX

Recruiter: Daniel Jimenez
[email protected]

Trusts & Estates Associate

Location: Stamford, CT and Greenwich, CT

Recruiter: Cody Newton
[email protected]

Insurance Premium Audit Director

Credentials: APA, CPCU

Location: Remote in the Southeast

Recruiter: Greg McDowell
[email protected]

Trust Officer Tax Specialist

Credentials: CPA, CTFA

Location: Chicago

Recruiter: Christie Burgess
[email protected]