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10,000+
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Trusts, Estates, and Agency Accounts and Portfolio Management and Investment Advice
in last 30 days
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10,000+
jobs
in
Trusts, Estates, and Agency Accounts and Portfolio Management and Investment Advice
in last 30 days
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Date
Last 30 days
Plan Administration Assistant
APPLY
Express Employment Professionals
Fort Worth, TX
L4 Mid
September 11th, 2026
Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
Trusts, Estates, and Agency Accounts
Show all >
Account Executive
APPLY
P
Atlanta, GA
L5 Senior
September 11th, 2026
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Trusts, Estates, and Agency Accounts
Show all >
Strategic Account Executive
APPLY
Better Tomorrow Ventures
Millbrae, CA
L5 Senior
October 5th, 2026
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Trusts, Estates, and Agency Accounts
Show all >
Treasury Operations Analyst
APPLY
Alegeus
East Boston, MA
L5 Senior
September 27th, 2026
Treasurers and Controllers
Trusts, Estates, and Agency Accounts
Show all >
Estate Tax Planning
APPLY
Cyperus Group
Dallas, TX
L5 Senior
September 16th, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
Show all >
Legacy Planning Client Specialist
APPLY
Gwm Experior Financial Group
Myrtle Point, OR
L5 Senior
October 2nd, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
Show all >
Trust & Estate Account Manager Job in Seattle, Washington | Robert Half
APPLY
Robert Half
Seattle, WA
L5 Senior
September 28th, 2026
Accountants and Auditors
Trusts, Estates, and Agency Accounts
Show all >
Senior Trust Officer | Estate & Tax Planning Leader
APPLY
310 Raymond James Trust National Association
Florida, NY
L5 Senior
September 9th, 2026
Treasurers and Controllers
Trusts, Estates, and Agency Accounts
Show all >
Senior Estate Settlement Advisor - Private Bank
APPLY
PNC Financial Services Group
The Woodlands, TX
L5 Senior
September 15th, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
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Estate Planner
APPLY
Walker Financial
Denver, CO
L5 Senior
September 28th, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
Show all >
PCS Senior Trust Advisor - Philadelphia, PA
APPLY
TD Bank
Burlington, VT
L5 Senior
September 25th, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
Show all >
Trust Accountant
APPLY
Atlantic Group
Oklahoma City, OK
L5 Senior
October 1st, 2026
Bookkeeping, Accounting, and Auditing Clerks
Trusts, Estates, and Agency Accounts
Show all >
Senior Estate Settlement Advisor - PNC Private Bank
APPLY
PNC Financial Services Group
East Newark, NJ
L5 Senior
September 15th, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
Show all >
Personal Trust Sales Consultant
APPLY
Teachers Insurance Annuity Association
Fort Worth, TX
L5 Senior
September 22nd, 2026
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Trusts, Estates, and Agency Accounts
Show all >
Estate Beneficiary Services Supervisor
APPLY
Citi
New York, NY
L5 Senior
September 22nd, 2026
Morticians, Undertakers, and Funeral Arrangers
Trusts, Estates, and Agency Accounts
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Principal Enterprise Account Manager
APPLY
53 Stations
Brooklyn, NY
L7 Manager
September 25th, 2026
Chief Executives
Trusts, Estates, and Agency Accounts
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Executive Director, Wealth Planning & Trusts
APPLY
Fairygodboss
Miami, FL
L7 Manager
October 4th, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
Show all >
Wealth Transition Services Tax Manager - Tax & Estate Planning - Remote Eligible
APPLY
Eide Bailly
Ontario, CA
Remote
L5 Senior
September 23rd, 2026
Tax Preparers
Trusts, Estates, and Agency Accounts
Show all >
Remote Director of Estate Planning & Strategy
APPLY
Edelman Financial Engines
Brooklyn, NY
Remote
L7 Manager
October 4th, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
Show all >
Wealth Planning Exec Director: Trusts & Tax Strategist
APPLY
JPMorgan Chase
New York, NY
L7 Manager
October 4th, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
Show all >
Deputy Chief Fiduciary Officer: Trust & Estate Leader
APPLY
Bfsaul
Bethesda, MD
L7 Manager
September 23rd, 2026
Treasurers and Controllers
Trusts, Estates, and Agency Accounts
Show all >
Private Equity Account Executive Hybrid Growth
APPLY
Coretrust Purchasing Group
Franklin, TN
L5 Senior
September 7th, 2026
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Trusts, Estates, and Agency Accounts
Show all >
Senior Trusts & Estates Partner - Wealth Planning Leader
APPLY
Interlink Talent Solutions
Dallas, TX
L5 Senior
September 26th, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
Show all >
Estate & Gift Tax Manager Wealth Transition Specialist
APPLY
Eide Bailly
Omaha, NE
L5 Senior
October 3rd, 2026
Tax Preparers
Trusts, Estates, and Agency Accounts
Show all >
Senior Estate Planner - HNW & Complex Trusts
APPLY
Edward Jones
St Louis, MO
L5 Senior
September 24th, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
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Estate Planner
APPLY
Mohr Talent
West Hollywood, CA
L5 Senior
September 23rd, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
Show all >
Estates Hotline Specialist
APPLY
Charles Schwab
Phoenix, AZ
L5 Senior
September 24th, 2026
Legal Support Workers, All Other
Trusts, Estates, and Agency Accounts
Show all >
Principal Enterprise Account Manager
APPLY
Wealthcom
Denver, CO
L7 Manager
September 10th, 2026
Chief Executives
Trusts, Estates, and Agency Accounts
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Estate Services Supervisor
APPLY
CitiGroup
Jacksonville, FL
L4 Mid
September 22nd, 2026
Social and Community Service Managers
Trusts, Estates, and Agency Accounts
Show all >
Remote Estate Tax Specialist High-Volume Trusts
APPLY
Creative Financial Staffing
East Boston, MA
Remote
L5 Senior
September 9th, 2026
Accountants and Auditors
Trusts, Estates, and Agency Accounts
Show all >
Trust & Estate Associate: Multigenerational Wealth & Benefits
APPLY
Carr Riggs Ingram
Lincolnville, SC
L4 Mid
September 29th, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
Show all >
Trust & Estate Advisor | Client Growth & Strategy
APPLY
First Bank Upper Michigan
East Lansing, MI
L5 Senior
September 12th, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
Show all >
Private Equity Account Executive Drive Growth & Revenue
APPLY
Coretrust
Franklin, TN
L5 Senior
September 15th, 2026
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Trusts, Estates, and Agency Accounts
Show all >
Estate & Beneficiary Services Lead
APPLY
Citibank Switzerland Ag
Brooklyn, NY
L5 Senior
September 19th, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
Show all >
Tax, Trust & Estate Strategy Leader
APPLY
Charles Schwab
Littleton, CO
L7 Manager
September 17th, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
Show all >
Strategic Senior Asset Management Accountant
APPLY
Next Frontier Capital
Columbus, OH
L6 Lead
October 1st, 2026
Accountants and Auditors
Trusts, Estates, and Agency Accounts
Show all >
Estate Planner
APPLY
Mohr Enterprises
West Hollywood, CA
L6 Lead
September 23rd, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
Show all >
Senior Estate Strategist: HNW Wealth & Legacy Planning
APPLY
Edward Jones
Tempe, AZ
L5 Senior
September 25th, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
Show all >
Trust & Estate Investment Advisor
APPLY
FirstBank
Marquette Twp, MI
L5 Senior
September 21st, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
Show all >
Senior Estate Strategist: HNW Estate & Legacy Planning
APPLY
Edward Jones
West Palm Beach, FL
L5 Senior
September 24th, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
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