46 Jobs for Estate Planning in the United States

Probate Specialist

KeyBank National Association • Brooklyn, US • Hybrid

39,000 - 52,000 USD (est.)

•Full-Time•Permanent

Probate ProcessEstate ManagementLegal Document Review10-Key

Financial Advisor - CIRO-ID

Canadian Imperial Bank of Commerce (Canada) • Washington, D.C., US • On-site

60,000 - 90,000 CAD (est.)

•Full-Time•Permanent

LendingInvestmentsFinancial AdvisingFinancial Planning

Trust Sales Advisor

UMB BANK NA • Fort Worth, US • Hybrid

141,354 - 207,900 USD (est.)

•Full-Time•Permanent

SalesBrokerageInsuranceTax Planning

Financial Advisor

State Employees' Credit Union • Weaverville, US • On-site

60,000 - 90,000 USD (est.)

•Full-Time•Permanent

InsuranceInvestmentsLife InsuranceTrust Services

Senior Sales Relationship Manager - Personal Trust

Associated Trust Company, NA • Milwaukee, US • On-site

116,690 - 200,040 USD (est.)

•Full-Time•Permanent

Estate PlanningFiduciary SalesWealth ManagementFinancial Planning

Trust Sales Relationship Manager

Associated Trust Company, NA • US • On-site

86,660 - 148,560 USD (est.)

•Full-Time•Permanent

SalesTaxationComplianceEstate Planning

Trust Officer II

First Interstate BancSystem • Denver, US • On-site

67,870 - 105,270 USD (est.)

•Full-Time•Permanent

Estate PlanningTrust AdministrationClient Relationship ManagementMicrosoft Word

Universal Banking Intern

Fishback Financial Corporation • US • On-site

30,000 - 40,000 USD (est.)

•Part-Time•Training and internships

Banking SystemsTrustsCredit AnalysisEstate Planning

Senior Private Bank Relationship Manager

Columbia Bank • Seattle, US • On-site

129,000 - 238,000 USD (est.)

•Full-Time•Permanent

Credit AnalysisPrivate BankingWealth ManagementFinancial Planning

Trust Officer

Columbia Bank • Columbia, US • On-site

78,000 - 140,000 USD (est.)

•Full-Time•Permanent

Trust administrationClient relationship managementTrust data processing systemSales

Associate Trust Officer

Columbia Bank • Las Vegas, US • On-site

60,000 - 105,000 USD (est.)

•Full-Time•Permanent

Trust data processing systemsMicrosoft Office (Excel, PowerPoint, Word)Client serviceTrust accounting

Senior Trust Portfolio Manager

Columbia Bank • Portland, US • On-site

120,000 - 215,000 USD (est.)

•Full-Time•Permanent

Tax PlanningDue DiligenceRisk AnalysisEstate Planning

Trust Portfolio Manager

Columbia Bank • Portland, US • On-site

102,361 - 190,000 USD (est.)

•Full-Time•Permanent

Risk ManagementTrust ManagementBusiness DevelopmentPortfolio Management

Senior Private Bank Relationship Manager

Columbia Bank • Irvine, US • On-site

129,000 - 238,000 USD (est.)

•Full-Time•Permanent

Credit AnalysisPrivate BankingWealth ManagementFinancial Planning

Senior Relationship Manager (Northeast)

Vontobel Swiss Financial Advisers AG • New York, US • On-site

230,000 - 280,000 USD (est.)

•Full-Time•Permanent

Private BankingRisk & ComplianceWealth ManagementClient Acquisition

Wealth Advisor, Director

BMO Bank N.A. • Miami, US • On-site

120,000 - 250,000 USD (est.)

•Full-Time•Permanent

MentoringTrust ServicesEstate PlanningRisk Management

Key Private Bank Family Wealth Strategist

KeyBank National Association • Cleveland, US • Hybrid

165,000 - 345,000 USD (est.)

•Full-Time•Permanent

OnboardingRevenue GrowthTax StrategiesTrust Services

Key Private Bank Wealth Planner

KeyBank National Association • Syracuse, US • Hybrid

92,000 - 181,000 USD (est.)

•Full-Time•Permanent

Estate PlanningRisk ManagementFinancial PlanningGoals-Based Planning

Senior Wealth Strategist

Wilmington Trust N.A. • Paramus, US • Hybrid

170,500 - 284,100 USD (est.)

•Full-Time•Permanent

TaxationEstate PlanningFinancial PlanningTrust Administration

Advanced Markets Director | Flex

Allianz Insurance • Minneapolis, US • On-site

120,000 - 180,000 USD (est.)

•Full-Time•Permanent

Tax LawTax PlanningEstate PlanningAdvanced Markets