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10,000+
Personal Financial Advisors
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Trusts, Estates, and Agency Accounts
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10,000+
Personal Financial Advisors
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Trusts, Estates, and Agency Accounts
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in last 30 days
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Date
Last 30 days
Estate Planning Consultant
APPLY
LPL Financial
Charlotte, NC
L5 Senior
August 8th, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
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Estate Settlement Lead Fiduciary & Trust Expert
APPLY
Fairygodboss
Houston, TX
L5 Senior
August 14th, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
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Senior Trust & Estates Advisor
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Extraco Banks
Waco, TX
L5 Senior
August 3rd, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
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Director of Trust Strategy & Client Integration
APPLY
Firstunitedbankandtrust
Plano, TX
L7 Manager
August 10th, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
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Director of Trust Strategy & Client Integration
APPLY
Firstunitedbankandtrust
Dallas, TX
L7 Manager
August 3rd, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
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Estate Planning Consultant (Hiring Immediately)
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LPL Financial
San Diego, CA
L5 Senior
July 27th, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
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Senior Estate Settlement Advisor - Private Bank
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PNC Financial Services Group
Indianapolis, IN
L5 Senior
August 4th, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
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Founding Estate Planning Partner — Remote, Equity, Leadership
APPLY
JobLeads
New York, NY
Remote
L7 Manager
August 2nd, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
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Estate Planning Consultant
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LPL Financial
Ny, WAL
L5 Senior
July 29th, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
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Senior Trust Officer: Grow Wealth, Lead Relationships
APPLY
Agency
Waco, TX
L5 Senior
August 3rd, 2026
Personal Financial Advisors
Trusts, Estates, and Agency Accounts
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HNW/Trust and Estates Manager
APPLY
Sva Certified Public Accountants Sc
Colorado Springs, CO
L6 Lead
August 13th, 2026
Accountants and Auditors
Trusts, Estates, and Agency Accounts
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Getting Started With An Estate Plan
APPLY
Stonehearth Capital Management
Santa Anna, TX
L5 Senior
August 9th, 2026
Paralegals and Legal Assistants
Trusts, Estates, and Agency Accounts
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Senior Trust & Estate Officer - Wealth Management
APPLY
Hills Bancorporation
Cedar Rapids, IA
L5 Senior
August 3rd, 2026
Investment Fund Managers
Trusts, Estates, and Agency Accounts
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Trust Advisor - Waco
APPLY
Extraco Banks
Waco, TX
L5 Senior
August 3rd, 2026
Financial Specialists, All Other
Trusts, Estates, and Agency Accounts
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Director, Trust & Estate Tax Services Advisory Leader
APPLY
Hs Companies
Grand Rapids, MI
L7 Manager
August 9th, 2026
Treasurers and Controllers
Trusts, Estates, and Agency Accounts
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HNW/Trust and Estates Manager
APPLY
Sva A Professional Services Company
Madison, WI
L6 Lead
July 30th, 2026
Accountants and Auditors
Trusts, Estates, and Agency Accounts
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Estate & Wealth Planning Specialist
APPLY
Windward Recruiting
Chicago, IL
L5 Senior
August 1st, 2026
Financial Specialists, All Other
Trusts, Estates, and Agency Accounts
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HNW/Trust and Estates Manager
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Sva Certified Public Accountants Sc
La Crosse, WI
L6 Lead
August 4th, 2026
Accountants and Auditors
Trusts, Estates, and Agency Accounts
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HNW/Trust and Estates Manager
APPLY
Sva A Professional Services Company
La Crosse, WI
L6 Lead
August 10th, 2026
Accountants and Auditors
Trusts, Estates, and Agency Accounts
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CPA Trust & Estate
APPLY
Magruder Executive Search
Dallas, TX
L5 Senior
August 14th, 2026
Accountants and Auditors
Trusts, Estates, and Agency Accounts
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Trust Advisor - Waco
APPLY
Extraco Banks
Lockhart, TX
L5 Senior
July 31st, 2026
Financial Specialists, All Other
Trusts, Estates, and Agency Accounts
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Senior Tax Manager, Trusts & Estates - HNW
APPLY
EisnerAmper
Minneapolis, MN
L5 Senior
July 27th, 2026
Tax Preparers
Trusts, Estates, and Agency Accounts
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Estate Consultant (Jhb)
APPLY
Tazkiya
Johannesburg, CA
L5 Senior
July 23rd, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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Senior Trust Officer
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Lido Advisors
Bunkerville, NV
L6 Lead
July 23rd, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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Estate and Trust Associate
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Howland Capital
East Boston, MA
L5 Senior
July 23rd, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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Sr Estate Planner
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Baird
Seattle, WA
L5 Senior
July 22nd, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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Sr Estate Planner
APPLY
Baird
Canonsburg, PA
L5 Senior
July 22nd, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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Senior Trust Officer & Relationship Leader
APPLY
Teton Trust Company
Jackson, WY
L5 Senior
July 25th, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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Trust Officer, Estate & Wealth Management
APPLY
Union Bank Trust
Lincoln, NE
L5 Senior
July 27th, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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Senior Trust Officer Las Vegas In-Office Wealth Advisory
APPLY
Selecto Vinos
Las Vegas, NV
L5 Senior
July 27th, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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Fiduciary Officer - San Francisco
APPLY
Citizens Bank
Oakland, CA
L5 Senior
July 26th, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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Senior Trust Associate - Senior Fiduciary Coordinator
APPLY
Wells Fargo
Frisco, TX
L5 Senior
July 28th, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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Senior Trust Officer
APPLY
Westport One
Rapid City, SD
L5 Senior
July 25th, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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KPB Trust Officer
APPLY
KeyBank
Lancaster, SC
L5 Senior
August 8th, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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Hybrid Trust Officer - Estates & Wealth Management
APPLY
Union Bank Trust
Lincoln, NE
L5 Senior
August 8th, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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Trust Officer Wealth & Estate Services
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Independence Bank
Owensboro, KY
L5 Senior
August 8th, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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Estates Relationship Specialist
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Charles Schwab
Roanoke, TX
L5 Senior
July 27th, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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Relationship Manager
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Centralbankc44c5195
Crystal City, MO
L5 Senior
August 8th, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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Senior Trust Officer
APPLY
Mohr Talent
High Springs, FL
L7 Manager
August 7th, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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Senior Private Client Trust Advisor - Boston
APPLY
TD
East Boston, MA
L5 Senior
August 3rd, 2026
Personal Financial Advisors
Trust, Fiduciary, and Custody Activities
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