📌 Featured Career Opportunities
We’re currently recruiting for the below roles. See the perfect fit? Contact the recruiter listed.
Senior Wealth Advisor (Hybrid)
Credentials: CFP preferred 65 |
Location: Stuart, FL, Boca or Miami |
Recruiter: Christie Burgess |
Chief Trust Officer
Location: Stamford, CT; Palm Beach, FL; Charlotte, NC |
Recruiter: Daniel Jimenez |
Trust Officer - Business Development
Location: 100% Remote - Anywhere in US |
Recruiter: Denise Decker |
Senior Institutional Consultant
Location: Indianapolis, IN |
Recruiter: Greg McDowell |
Trust Officer or Senior Trust Officer
Location: Nevada |
Recruiter: Denise Decker |
Wealth Advisor, Trust Officer
Credentials: CTFA, JD |
Location: Columbia, MO |
Recruiter: Christie Burgess |
Tax Trust Admin - Advisor (Wealth and Trust)
Credentials: CTFA, CPA |
Location: Chicago |
Recruiter: Christie Burgess |
Loss Control Consultant
Location: Cleveland, OH |
Recruiter: Greg McDowell |
Sr. Special Needs Trust Manager
Location: Nashville, TN |
Recruiter: Cody Newton |
SVP, Regional Manager, Wealth
Location: Dallas or Houston, TX |
Recruiter: Greg McDowell |
Senior Trust Officer
Location: Houston, TX |
Recruiter: Greg McDowell |
Charitable Planning Attorney
Credentials: JD |
Location: Stamford, CT and Florida |
Recruiter: Cody Newton |
Senior Fiduciary Tax Accountant
Credentials: 1041, 706 Tax Filing Experience |
Location: Stamford CT |
Recruiter: Cody Newton |
Trusts & Estates Associate
Location: Stamford, CT and Greenwich, CT |
Recruiter: Cody Newton |
