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NEARBY
Farmbrook, PA
New York, NY
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10,000+
Personal Financial Advisors
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Trusts, Estates, and Agency Accounts
near
Farmbrook, PA and New York, NY
in last 30 days
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4,221
Personal Financial Advisors
jobs
in
Trusts, Estates, and Agency Accounts
near
Farmbrook, PA and New York, NY
in last 30 days
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Last 30 days
Remote Senior Estate Planning Strategist - Wealth Transfer
APPLY
Osaic
New York, NY
Remote
L5 Senior
November 4th, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
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Senior Estate Planning Strategist
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Osaic
New York, NY
L5 Senior
October 17th, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
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Senior Estate Planning Strategist
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Osaic
East Newark, NJ
L5 Senior
October 30th, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
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Strategic Accounts Director
APPLY
Pcs Retirement
New York, NY
L7 Manager
November 4th, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
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Remote Director, Strategic Accounts & Partnerships
APPLY
Pcs Retirement
New York, NY
Remote
L7 Manager
November 4th, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
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U.S. Private Bank - Estate Planning Innovation Lead - Executive Director
APPLY
Testing Site Jpmc
New York, NY
L7 Manager
October 22nd, 2026
Project Management Specialists
Trusts, Estates, and Agency Accounts
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Digital Estate Planning Platform Lead
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Testing Site Jpmc
New York, NY
L7 Manager
October 22nd, 2026
Project Management Specialists
Trusts, Estates, and Agency Accounts
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Director of Estate Planning (Central/Mountain/Pacific time zones)
APPLY
Edelman Financial Engines
Brooklyn, NY
L7 Manager
November 9th, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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Wealth Management Solutions, Trust & Estates, Trust Officer - VP
APPLY
Testing Site Jpmc
East Newark, NJ
L5 Senior
October 22nd, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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Wealth Strategies Director, Trusts & Estates
APPLY
Alliancebernstein
New York, NY
L7 Manager
November 4th, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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Senior Trust Officer
APPLY
M&T Bank
New York, NY
L5 Senior
November 4th, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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Asset & Wealth Management, Goldman Sachs Trust Company, Estate Associate - New York
APPLY
Goldman Sachs
New York, NY
L5 Senior
November 3rd, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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Trust & Estates Tax Principal Strategic Advisor
APPLY
MadisonDavis
New York, NY
L6 Lead
November 12th, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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Remote Senior Estate Planning & Wealth-Transfer Strategist
APPLY
Osaic
New York, NY
Remote
L5 Senior
November 4th, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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VP/Wealth Strategies Director, Trust and Estate Planning
APPLY
Alliance Bernstein
Brooklyn, NY
L7 Manager
November 4th, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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Account Manager
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Northern Trust
New York, NY
L5 Senior
October 28th, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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Account Manager
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001 Northern Trust Company
New York, NY
L5 Senior
November 4th, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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Senior Estate Planning Architect - Remote
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Osaic
East Newark, NJ
Remote
L5 Senior
October 30th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Senior Trust & Estate Strategist Flexible Work
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Capital Group
New York, NY
L5 Senior
October 29th, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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Director of Estate Planning (Central/Mountain/Pacific time zones)
APPLY
Edelman Financial Engines
Jersey City, NJ
L7 Manager
November 9th, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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Sr. Estate Administrator
APPLY
Northern Trust
New York, NY
L5 Senior
October 16th, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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Senior Estate Planning Strategist
APPLY
Osaic
Jersey City, NJ
L5 Senior
October 24th, 2026
Personal Financial Advisors
Offices of Lawyers
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Sr. Estate Administrator
APPLY
001 Northern Trust Company
New York, NY
L5 Senior
October 17th, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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VP/Wealth Strategies Director, Trust and Estate Planning
APPLY
Alliancebernstein Lp
New York, NY
L7 Manager
November 4th, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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VP/Wealth Strategies Director, Trust and Estate Planning
APPLY
Alliance Bernstein
New York, NY
L7 Manager
October 24th, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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VP/Wealth Strategies Director, Trust and Estate Planning
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Alliancebernstein
New York, NY
L7 Manager
October 22nd, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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UHNW Wealth Planner - Trust & Estate focus
APPLY
JCW Group
New York, NY
L5 Senior
November 13th, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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Senior Estate Planning Strategist
APPLY
Virtual Vocations
New York, NY
L5 Senior
October 16th, 2026
Lawyers
Offices of Lawyers
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Senior Trust & Wealth Account Manager
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Northern Trust
New York, NY
L5 Senior
November 7th, 2026
Financial Clerks, All Other
Trust, Fiduciary, and Custody Activities
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Senior Trust Officer: Guiding UHNW Wealth & Fiduciary
APPLY
M&T Bank
New York, NY
L5 Senior
November 4th, 2026
Investment Fund Managers
Trust, Fiduciary, and Custody Activities
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Trust Officer
APPLY
Russell Tobin
New York, NY
L5 Senior
November 3rd, 2026
Brokerage Clerks
Trust, Fiduciary, and Custody Activities
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Partner & Affiliate Manager
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Start My Business
New York, NY
L5 Senior
November 10th, 2026
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Trust, Fiduciary, and Custody Activities
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Senior Trust Officer — UHNW & Complex Trusts
APPLY
Wilmington Trust
New York, NY
L5 Senior
November 4th, 2026
Investment Fund Managers
Trust, Fiduciary, and Custody Activities
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Senior Trust & Estate Administrator
APPLY
Northern Trust
New York, NY
L5 Senior
October 18th, 2026
Legal Secretaries and Administrative Assistants
Trust, Fiduciary, and Custody Activities
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Wealth Management Solutions, Trust & Estates - Estate Officer, Vice President
APPLY
Testing Site Jpmc
New York, NY
L5 Senior
October 22nd, 2026
Investment Fund Managers
Trust, Fiduciary, and Custody Activities
Show all >
Wealth Management, Trust and Estates, Trust Settlement Officer VP
APPLY
Testing Site Jpmc
New York, NY
L5 Senior
October 22nd, 2026
Investment Fund Managers
Trust, Fiduciary, and Custody Activities
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Senior Trust & Fiduciary Operations Lead
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Priori
New York, NY
L6 Lead
October 17th, 2026
Investment Fund Managers
Trust, Fiduciary, and Custody Activities
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Account Executive
APPLY
40hrs
New York, NY
L5 Senior
November 4th, 2026
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Trusts, Estates, and Agency Accounts
Show all >
Trust & Estate Tax Manager
APPLY
Grassi
New York, NY
L6 Lead
October 21st, 2026
Accountants and Auditors
Trusts, Estates, and Agency Accounts
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Estate & Trusts VP: Strategic Fiduciary Leader
APPLY
Testing Site Jpmc
New York, NY
L5 Senior
October 22nd, 2026
Investment Fund Managers
Trusts, Estates, and Agency Accounts
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