Career Opportunities

Looking for a new job?

Let Financial Headhunters Services help you in finding your next career opportunity. It doesn’t matter if you’re looking to move up the career ladder or to find a more challenging position.

  • Employee Benefits / Retirement Plans
  • Personal Trust / Estates / Private Banking
  • Securities Processing / Operations / Systems
  • Recordkeeping / Allocations / Conversions
  • Investments / Portfolio Management
  • Sales / Marketing
  • Pension Analysts / Administrators
  • Corporate Trust
  • Financial Planning Professionals
  • Tax Compliance/Planning/Analysis
  • Wealth Management Advisors
  • Management

You can trust Financial Headhunters Services to protect your information. We do not mass-mail your resume to prospective employers. Instead, we focus on finding the right job for you. If something opens up that you’re a good match for, we’ll let you know. We also assign one counselor as your contact throughout the process. You will never have to worry about dozens of recruiters bothering you or potentially leaking your sensitive information.

Most importantly, it does not cost you anything to be represented by Financial Headhunters Services. All fees are employer-paid, so you have nothing to lose. Let us help you find your next position in the Trust and Wealth Management industries.

Financial Headhunters Services can assist you in your job search. No matter your area of expertise in the Trust and Wealth Management industries, we can help find the job you’re looking for.

#1923: Retirement Plan Compliance/Administration – Remote position. Join a rapidly growing, well established third party administrative firm in their compliance/administration area. The retirement plan officer will review plan documents and plan amendments, review plan valuations and work closely with relationship managers regarding complex retirement cases. The position will also participate in peer review and provide guidance in areas of compliance testing, as well as IRS/DOL audits. We are seeking candidates with at least four years of retirement plan administration, including compliance testing, preparing 5500s, and prior auditing/compliance review experience is a plus. Having QKA, or QPA is desired. The company offers a strong base salary, a bonus program paid monthly, and comprehensive employee benefits.

Submit ResumeMore info.


#1853: Retirement Plan Administrator – Greater Pittsburgh, PA. Work for an established TPA firm that services the small to mid-size retirement plan market. Prepare and execute qualified plan documents, maintain participant records, prepare form 5500 and complete annual non-discrimination testing. We are seeking a 2 to 10-year retirement plan administrator, and QPA and QKA preferred. The company will offer a strong base salary, annual bonus plan, comprehensive employee benefits and relocation assistance is available.

Submit ResumeMore info.


#1852: Retirement Plan Specialist – Greater Kansas City. A highly-regarded retirement plan services group seeks an experienced retirement plan administrator to join their team. The specialist will prepare year-end valuation reports, complete annual compliance testing, allocate contributions and prepare 5500 forms. The specialist will maintain relationships with plan sponsors and be responsive to requests from clients. Prior experience using Relius or PensionPro software is a plus. We are seeking a 2 to 10-year retirement plan professional with strong ERISA knowledge, and the QKA or QPA designation desired. The firm offers a strong base salary, comprehensive employee benefits and a wonderful working environment.

Submit ResumeMore info.


#1845: Sr. Actuary – Work remotely from home – no relocation necessary. A large retirement plan actuarial firm seeks an actuarial expert to manage client relationships and oversee, mentor and guide junior staff. Serve as the lead actuary for private and public sector defined benefit pension plans and cash-balance plans. Interface with plan sponsors and advisors to discuss annual compliance needs. We are seeking an Enrolled Actuary with at least five years (more is preferred) of pension benefit/actuarial experience. Strong analytical, problem-solving and math skills and the leadership skills to lead junior staff members. Experience using DATAIR, FT Williams, and/or Winklevoss ProVal would be a plus. The company offers six-figure base salary, bonus plan, home office equipment to be a remote employee and comprehensive employee benefits.

Submit ResumeMore info.


#1842: Retirement Plan Administrator – E. Iowa. Join a growing and progressive company in providing retirement plan administration services. The position will be responsible for 50 – 70 plans and will review plan design for possible changes to recommend to plan sponsors. This will include defined contribution plans (profit sharing, money purchase, age-weighted) and cash balance plans. Reconcile and audit plans in a mostly daily recordkeeping. Ensure compliance with IRS and DOL regulations (i.e. ADP, ACP, 415, 404, Top Heavy, form 5500, Plan Audits). Download, convert, and utilize employer's census records and investment company data into Relius recordkeeping system. We are seeking a retirement plan professional with at least three to five years of experience (more is preferred). Prior experience with Relius or having the QKA is a plus. They have a strong base salary (there is a wide range), comprehensive employee benefits and relocation assistance.

Submit ResumeMore info.


#1836: Pension Administrator – Maine. Performs annual recordkeeping services for DC/DB retirement plans. Duties are reconciling plan assets, monitoring the plan’s compliance to plan documents, performing annual valuation requirements, including discrimination testing and the completion of IRS form 5500. Also, calculate and perform allocation of profit sharing and employer contributions. Assist in the conversion/implementation of new plans. We are seeking a candidate with at least two – three years of experience in a TPA, with solid understanding of ERISA, IRS and DOL regulations for retirement plan administration. Prior experience with DATAIR software and QKA designation a plus. The company offers a solid base salary, strong company benefits, and relocation assistance.

Submit ResumeMore info.

#1932: SVP/VP – Trust Officer – SE. Wisconsin. A vibrant and innovative fiduciary service provider seeks an experienced trust professional to join their talent pool. The position will report to the fiduciary manager and assume existing tier-1 clients – high profile and sensitive relationships. Maintain and enhance these key client relationships, as the company continues its explosive growth. There are multiple office locations in several states, with over 500 clients. The position will assist in fiduciary document review, compliance, and staff development. The fiduciary manager is very accomplished and is an excellent leader. We are seeking a 10 plus year trust or estate planning professional with a JD or CFP® desired. The company has an excellent six-figure base salary range, company bonus plan and a strong tiered new business incentive plan. Relocation assistance is available.

Submit ResumeMore info.


#1918: Sr. VP Manager Trust Services – SE. WI. Join this 100+ year old financial institution, as a member of the executive management team and oversee the trust and wealth management group. Reporting to the president, the SVP will manage personal trust administration, estate planning, employee retirement plans, investments and operations. SVP is responsible for the profitability, growth and strategic direction of the trust department. This position is essential in implementing bank-wide strategic priorities and initiatives. In addition to supervising a talented team, the SVP will develop new relationships through community and professional involvement. We are seeking a ten to 20 year professional, with strong knowledge of fiduciary regulations and best practices, as well as prior management experience. Background may come from trust, investment management or law background. Having JD, CPA, CTFA or CFP® is desired. The company offers an excellent base salary, a company bonus plan, strong employee benefits and relocation assistance.

Submit ResumeMore info.


#1839: Asst. VP/VP – Central Kentucky. Be a part of a well-respected trust group with multiple office locations in Kentucky and over $1 billion in assets. The position will report directly to the head of trust services and assume an existing book of 150 accounts including irrevocable, revocable and special needs trusts, investment management and agency accounts. There will also be estate settlement duties occasionally and only minor sales expectations. The company has experienced exciting growth for the past ten-plus years and provides a wonderful working environment. We are seeking a five to fifteen year professional with strong interpersonal skills and having the CTFA is a plus. Experience may come from a trust group or legal experience. The company offers an outstanding base salary, excellent employee benefits, strong retirement program and relocation assistance.

Submit ResumeMore info.


#1827: Asst. VP/VP – Trust Administration – W. Texas. A fast growing and well-run fiduciary services provider seeks an experienced trust professional for their team. Reporting to the manager of administration and supervising one assistant, the administrator will assume an existing book of over 100 personal trusts, estates, investment agencies and custodial accounts. The person will provide sophisticated estate and financial planning services to clients with substantial wealth. We are seeking a five year (more is preferred) trust professional, with experience in trust administration and estate planning concepts, knowledge of fiduciary investment standards and strong presentation skills. JD, CFP® or MBA desired. The company offers an outstanding base salary, comprehensive employee benefits, excellent career opportunities and relocation assistance.

Submit ResumeMore info.

#1928: Portfolio Administrator – Atlanta, GA. We are working with an investment advisory firm with over 30 years of experience serving high net-worth individuals, families, trusts and foundations. Services include financial planning, portfolio management and retirement plan advisory services. The Portfolio Administrator will assist in setting up new accounts, asset transfers and security pricing/setup on the portfolio management software, and processing corporate actions. Prior experience using Advent APX software and with the ability to multi-task and prioritize projects is required. The ideal candidate should have at least 3 to 5 years (more is preferred) investment operations experience. The company will provide an above market salary, comprehensive benefits, a professional working environment, along with exceptional internal career opportunities.

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#1925: Supervisor Trust Operations – Bluegrass Region of Kentucky. Horse country at it’s finest. Join a dynamic wealth services provider as trust operations supervisor. The position will supervise two staff members while overseeing asset control, cash movement, mutual fund trading and the transfer of securities through Fidelity and BNY Mellon. The supervisor will create monthly advisory fee reports, and other financial reports for senior management. The supervisor will participate in management meetings and departmental updates. We are seeking a five+ year trust/wealth management operations professional. Prior supervisory experience preferred, along experience using FIS Charlotte accounting software. The company provides a strong base salary, company bonus program and excellent employee benefits. Relocation assistance is available.

Submit ResumeMore info.


#1904: Wealth Management – Investment Associate – No. Suburbs-Chicago, IL. Work closely with the principals of this well-respected RIA, serving the investment and wealth needs of high-net-worth individuals. The Wealth Associate will assist in setting the asset allocation of discretionary portfolios, and placing the trades for mutual funds, ETFs, and individual securities. The Associate will also perform due diligence on outside money managers and prepare financial plans using E-Money software. There will be opportunities to assist and participate in client meetings. We are interested in candidates with five plus years working in an RIA and having strong Excel skills, and a CFP® desired. The company has an above-market base salary and long-term career opportunities.

Submit ResumeMore info.


#1850: Sr. Tax Planning Strategist - Chicago, IL. A multi-state wealth management firm seeks an experienced tax professional to manage unique tax-planning needs for high-net-worth families. The position will interface with Wealth Advisors and clients in presenting tax strategies. The senior tax strategist will mentor junior tax analysts in providing tax planning needs for HNW clients, including providing advice on cash-flow and tax planning. The group prepares in excess of 700 tax returns annually. We are seeking a ten-year tax professional, with experience preparing individual and small business tax returns. The CPA designation is required (or EA), and MS-Tax is preferred. The company offers a six-figure base salary, plus up to 20% bonus plan, comprehensive employee benefits and strong career opportunities.

Submit ResumeMore info.

#1923: Retirement Plan Compliance/Administration – Remote position. Join a rapidly growing, well established third party administrative firm in their compliance/administration area. The retirement plan officer will review plan documents and plan amendments, review plan valuations and work closely with relationship managers regarding complex retirement cases. The position will also participate in peer review and provide guidance in areas of compliance testing, as well as IRS/DOL audits. We are seeking candidates with at least four years of retirement plan administration, including compliance testing, preparing 5500s, and prior auditing/compliance review experience is a plus. Having QKA, or QPA is desired. The company offers a strong base salary, a bonus program paid monthly, and comprehensive employee benefits.

Submit ResumeMore info.


#1853: Retirement Plan Administrator – Greater Pittsburgh, PA. Work for an established TPA firm that services the small to mid-size retirement plan market. Prepare and execute qualified plan documents, maintain participant records, prepare form 5500 and complete annual non-discrimination testing. We are seeking a 2 to 10-year retirement plan administrator, and QPA and QKA preferred. The company will offer a strong base salary, annual bonus plan, comprehensive employee benefits and relocation assistance is available.

Submit ResumeMore info.



#1852: Retirement Plan Specialist – Greater Kansas City.
A highly-regarded retirement plan services group seeks an experienced retirement plan administrator to join their team. The specialist will prepare year-end valuation reports, complete annual compliance testing, allocate contributions and prepare 5500 forms. The specialist will maintain relationships with plan sponsors and be responsive to requests from clients. Prior experience using Relius or PensionPro software is a plus. We are seeking a 2 to 10-year retirement plan professional with strong ERISA knowledge, and the QKA or QPA designation desired. The firm offers a strong base salary, comprehensive employee benefits and a wonderful working environment.

Submit ResumeMore info.


#1845: Sr. Actuary – Work remotely from home – no relocation necessary. A large retirement plan actuarial firm seeks an actuarial expert to manage client relationships and oversee, mentor and guide junior staff. Serve as the lead actuary for private and public sector defined benefit pension plans and cash-balance plans. Interface with plan sponsors and advisors to discuss annual compliance needs. We are seeking an Enrolled Actuary with at least five years (more is preferred) of pension benefit/actuarial experience. Strong analytical, problem-solving and math skills and the leadership skills to lead junior staff members. Experience using DATAIR, FT Williams, and/or Winklevoss ProVal would be a plus. The company offers six-figure base salary, bonus plan, home office equipment to be a remote employee and comprehensive employee benefits.

Submit ResumeMore info.


#1842: Retirement Plan Administrator – E. Iowa. Join a growing and progressive company in providing retirement plan administration services. The position will be responsible for 50 – 70 plans and will review plan design for possible changes to recommend to plan sponsors. This will include defined contribution plans (profit sharing, money purchase, age-weighted) and cash balance plans. Reconcile and audit plans in a mostly daily recordkeeping. Ensure compliance with IRS and DOL regulations (i.e. ADP, ACP, 415, 404, Top Heavy, form 5500, Plan Audits). Download, convert, and utilize employer's census records and investment company data into Relius recordkeeping system. We are seeking a retirement plan professional with at least three to five years of experience (more is preferred). Prior experience with Relius or having the QKA is a plus. They have a strong base salary (there is a wide range), comprehensive employee benefits and relocation assistance.

Submit ResumeMore info.


#1836: Pension Administrator – Maine. Performs annual recordkeeping services for DC/DB retirement plans. Duties are reconciling plan assets, monitoring the plan’s compliance to plan documents, performing annual valuation requirements, including discrimination testing and the completion of IRS form 5500. Also, calculate and perform allocation of profit sharing and employer contributions. Assist in the conversion/implementation of new plans. We are seeking a candidate with at least two – three years of experience in a TPA, with solid understanding of ERISA, IRS and DOL regulations for retirement plan administration. Prior experience with DATAIR software and QKA designation a plus. The company offers a solid base salary, strong company benefits, and relocation assistance.

Submit ResumeMore info.

#1907: Wealth Advisor – Iowa City/Cedar Rapids, IA. Be the primary contact serving a number of existing wealth clients for the delivery of comprehensive services, including financial planning, investment management, operations, relationship management and business development. Develop financial plans for clients utilizing MoneyGuidePro planning tool, and provide investment analysis as needed. Participate in external networking opportunities. Minimum of 5 years of experience with financial planning, portfolio accounting, and CRM software within wealth management or financial services, and either FINRA 65, CFP® or CPA certification desired.

Submit ResumeMore info.


#1904: Wealth Management – Investment Associate – No. Suburbs-Chicago, IL. Work closely with the principals of this well-respected RIA, serving the investment and wealth needs of high-net-worth individuals. The Wealth Associate will assist in setting the asset allocation of discretionary portfolios, and placing the trades for mutual funds, ETFs, and individual securities. The Associate will also perform due diligence on outside money managers and prepare financial plans using E-Money software. There will be opportunities to assist and participate in client meetings. We are interested in candidates with five plus years working in an RIA and having strong Excel skills, and a CFP® desired. The company has an above-market base salary and long-term career opportunities.

Submit ResumeMore info.


#1903: Fixed Income Portfolio Advisor – Greater Detroit, MI. Contribute to the overall success of an RIA serving fixed income portfolio clients. Manage taxable and tax-exempt fixed income securities for high-net-worth families, foundations, municipalities and others. The Investment Advisor will recommend strategies to optimize return and manage portfolio risk, and perform due diligence on debt issuers. The Advisor will make presentations to investment committees (ALCO), CEOs, and treasurers. We are seeking a five-plus year portfolio professional with strong fixed income investment experience and the CFP®, or CFA® is desired. The company offers an excellent base salary, discretionary bonus program, comprehensive employee benefits and relocation assistance.

Submit ResumeMore info.


#1902: VP/AVP Portfolio Manager – Greater Philadelphia, PA. Be a part of a well-respected investment management group providing sophisticated wealth management services. The portfolio manager will assume an existing book of high-net-worth clients with nearly $100 million in AUM and report to the senior wealth officer. Duties include client relationship management, implementing portfolio structure, trading of securities, asset reviews and rebalancing accounts as needed. We are seeking an investment professional with at least five years (more is preferred) of portfolio management or financial planning experience. Strong inter-personal skills and CFA® or CFP® desired. The company provides a strong base salary, exceptional employee benefits, and a company 401(k) plan.

Submit ResumeMore info.

#1923: Retirement Plan Compliance/Administration – Remote position. Join a rapidly growing, well established third party administrative firm in their compliance/administration area. The retirement plan officer will review plan documents and plan amendments, review plan valuations and work closely with relationship managers regarding complex retirement cases. The position will also participate in peer review and provide guidance in areas of compliance testing, as well as IRS/DOL audits. We are seeking candidates with at least four years of retirement plan administration, including compliance testing, preparing 5500s, and prior auditing/compliance review experience is a plus. Having QKA, or QPA is desired. The company offers a strong base salary, a bonus program paid monthly, and comprehensive employee benefits.

Submit ResumeMore info.


#1853: Retirement Plan Administrator – Greater Pittsburgh, PA. Work for an established TPA firm that services the small to mid-size retirement plan market. Prepare and execute qualified plan documents, maintain participant records, prepare form 5500 and complete annual non-discrimination testing. We are seeking a 2 to 10-year retirement plan administrator, and QPA and QKA preferred. The company will offer a strong base salary, annual bonus plan, comprehensive employee benefits and relocation assistance is available.

Submit ResumeMore info.



#1852: Retirement Plan Specialist – Greater Kansas City.
A highly-regarded retirement plan services group seeks an experienced retirement plan administrator to join their team. The specialist will prepare year-end valuation reports, complete annual compliance testing, allocate contributions and prepare 5500 forms. The specialist will maintain relationships with plan sponsors and be responsive to requests from clients. Prior experience using Relius or PensionPro software is a plus. We are seeking a 2 to 10-year retirement plan professional with strong ERISA knowledge, and the QKA or QPA designation desired. The firm offers a strong base salary, comprehensive employee benefits and a wonderful working environment.

Submit ResumeMore info.


#1845: Sr. Actuary – Work remotely from home – no relocation necessary. A large retirement plan actuarial firm seeks an actuarial expert to manage client relationships and oversee, mentor and guide junior staff. Serve as the lead actuary for private and public sector defined benefit pension plans and cash-balance plans. Interface with plan sponsors and advisors to discuss annual compliance needs. We are seeking an Enrolled Actuary with at least five years (more is preferred) of pension benefit/actuarial experience. Strong analytical, problem-solving and math skills and the leadership skills to lead junior staff members. Experience using DATAIR, FT Williams, and/or Winklevoss ProVal would be a plus. The company offers six-figure base salary, bonus plan, home office equipment to be a remote employee and comprehensive employee benefits.

Submit ResumeMore info.


#1842: Retirement Plan Administrator – E. Iowa. Join a growing and progressive company in providing retirement plan administration services. The position will be responsible for 50 – 70 plans and will review plan design for possible changes to recommend to plan sponsors. This will include defined contribution plans (profit sharing, money purchase, age-weighted) and cash balance plans. Reconcile and audit plans in a mostly daily recordkeeping. Ensure compliance with IRS and DOL regulations (i.e. ADP, ACP, 415, 404, Top Heavy, form 5500, Plan Audits). Download, convert, and utilize employer's census records and investment company data into Relius recordkeeping system. We are seeking a retirement plan professional with at least three to five years of experience (more is preferred). Prior experience with Relius or having the QKA is a plus. They have a strong base salary (there is a wide range), comprehensive employee benefits and relocation assistance.

Submit ResumeMore info.


#1836: Pension Administrator – Maine. Performs annual recordkeeping services for DC/DB retirement plans. Duties are reconciling plan assets, monitoring the plan’s compliance to plan documents, performing annual valuation requirements, including discrimination testing and the completion of IRS form 5500. Also, calculate and perform allocation of profit sharing and employer contributions. Assist in the conversion/implementation of new plans. We are seeking a candidate with at least two – three years of experience in a TPA, with solid understanding of ERISA, IRS and DOL regulations for retirement plan administration. Prior experience with DATAIR software and QKA designation a plus. The company offers a solid base salary, strong company benefits, and relocation assistance.

Submit ResumeMore info.

No available positions at this time. Please check back later.

#1926: Sr. Financial Planner – Cleveland, OH. At this fee-only wealth management firm, financial planning is the engine behind the client experience. Work closely with wealth advisors to develop and implement wealth solutions for high-net-worth clients. After carefully reviewing the client’s current status, develop plans using eMoney Advisor. Assist in presenting the investment recommendations and estate planning strategies tothe client. We are seeking a 3 – 10 year financial planner, with the CFP® or CFA designation, with excellent attention to detail and strong interpersonal skills. Prior experience using MoneyGuidePro, or eMoney preferred. The company offers a six-figure base salary and a company bonus plan, comprehensive employee benefits and relocation assistance is available.

Submit ResumeMore info.


#1920: Financial Planner – Houston, TX. Work with fee-only, wealth management advisors providing comprehensive wealth plans for high-net-worth business owners, families and individuals. The company has been serving clients for over fifteen years. The planner will analyze the client’s existing financial status and make recommendations to minimize taxes, plan for retirement and long-term estate planning. We are looking for a three (+) plus year planner with experience using planning software, having the CFP® or pursuing the designation. The position offers an excellent base salary, an above-market bonus plan and comprehensive employee benefits.

Submit ResumeMore info.


#1919: Financial Planning/Tax Analyst – Houston, TX. Be part of a dynamic, well-respected RIA serving ultra-high-net worth clients as fee-only advisors. The analyst will provide tax strategies and develop estimated tax payments using tax planning software. In addition, the analyst will review clients’ financial plans, as well as reviewing and organizing investment performance for investment committee review. Using Excel spreadsheets, the analyst will perform portfolio rebalancing as needed. We are seeking a five (+) year professional with prior 1040, 1040-ES, 1041 tax preparation experience. The EA or CPA designation desired. The company offers a base salary, a company bonus plan and very comprehensive employee benefits.

Submit ResumeMore info.

#1926: Sr. Financial Planner – Cleveland, OH. At this fee-only wealth management firm, financial planning is the engine behind the client experience. Work closely with wealth advisors to develop and implement wealth solutions for high-net-worth clients. After carefully reviewing the client’s current status, develop plans using eMoney Advisor. Assist in presenting the investment recommendations and estate planning strategies tothe client. We are seeking a 3 – 10 year financial planner, with the CFP® or CFA designation, with excellent attention to detail and strong interpersonal skills. Prior experience using MoneyGuidePro, or eMoney preferred. The company offers a six-figure base salary and a company bonus plan, comprehensive employee benefits and relocation assistance is available.

Submit ResumeMore info.


#1851: Fiduciary Tax Accountant – Milwaukee, WI. Join a progressive fiduciary services provider in their estate planning and probate area. The position prepares fiduciary income tax returns and estimated taxes for complex and simple trusts. The accountant will complete complex research, reconciliations and projects as assigned. The group prepares in excess of 800 returns. The candidate should have 3 to 5 years of prior experience dealing with trusts, high net-worth families, gift taxes and charitable trusts. Having a CPA designation or MS – Tax desired. Excellent exposure to the senior management team and strong career opportunities. The firm provides a strong base salary, (they have a wide salary range), bonus program, comprehensive benefits and relocation assistance. The manager of the team is a wonderful person to work with and creates a nice working environment.

Submit ResumeMore info.


#1850: Sr. Tax Planning Strategist - Chicago, IL. A multi-state wealth management firm seeks an experienced tax professional to manage unique tax-planning needs for high-net-worth families. The position will interface with Wealth Advisors and clients in presenting tax strategies. The senior tax strategist will mentor junior tax analysts in providing tax planning needs for HNW clients, including providing advice on cash-flow and tax planning. The group prepares in excess of 700 tax returns annually. We are seeking a ten-year tax professional, with experience preparing individual and small business tax returns. The CPA designation is required (or EA), and MS-Tax is preferred. The company offers a six-figure base salary, plus up to 20% bonus plan, comprehensive employee benefits and strong career opportunities.

Submit ResumeMore info.


#1810 / 1812: Tax Strategist – Atlanta, GA or Dallas, TX. Join a fast growing, multi-office investment management firm serving the needs of high net-worth individuals and families as a tax planning strategist. Working closely with the Wealth Advisor, the tax strategist will provide cash flow analysis, advice for tax loss harvesting, and developing current-year tax reduction plans. The position will also gather the necessary client information to aid in the preparation of federal and state income tax returns. The person will need at least 5 years of tax compliance or planning experience, along with the CPA designation (JD a plus). The company has a vibrant working environment and can provide strong career opportunities for their employees. Outstanding compensation package, including annual bonus program and strong employee benefits.

Submit ResumeMore info.

#1904: Wealth Management – Investment Associate – No. Suburbs-Chicago, IL. Work closely with the principals of this well-respected RIA, serving the investment and wealth needs of high-net-worth individuals. The Wealth Associate will assist in setting the asset allocation of discretionary portfolios, and placing the trades for mutual funds, ETFs, and individual securities. The Associate will also perform due diligence on outside money managers and prepare financial plans using E-Money software. There will be opportunities to assist and participate in client meetings. We are interested in candidates with five plus years working in an RIA and having strong Excel skills, and a CFP® desired. The company has an above-market base salary and long-term career opportunities.

Submit ResumeMore info.

#1925: Supervisor Trust Operations – Bluegrass Region of Kentucky. Horse country at it’s finest. Join a dynamic wealth services provider as trust operations supervisor. The position will supervise two staff members while overseeing asset control, cash movement, mutual fund trading and the transfer of securities through Fidelity and BNY Mellon. The supervisor will create monthly advisory fee reports, and other financial reports for senior management. The supervisor will participate in management meetings and departmental updates. We are seeking a five+ year trust/wealth management operations professional. Prior supervisory experience preferred, along experience using FIS Charlotte accounting software. The company provides a strong base salary, company bonus program and excellent employee benefits. Relocation assistance is available.

Submit ResumeMore info.


#1922: Sr. VP Director Wealth Management - SE. Texas. Reporting to the CEO, the Director of Wealth Management is responsible for the overall strategy of the wealth line of business (private banking, trust, retirement plan services and brokerage services). Oversee asset management growth, fiduciary administration and the business model improvement as a member of senior management. Develop the short and long-term wealth management strategy and establish annual sales goals for the market; project expected volume and profit. Provide fiduciary consulting to high-net-worth individuals, families, foundations and endowments. We are seeking a 15+ year senior executive with prior staff management, strategic planning and new business development success. The individual with be a results-driven leader, with the ability to elevate staff. Having a JD, CTFA, or CFP® is desired. Bilingual in Spanish, and FINRA license is a plus. The company offers an outstanding compensation plan and comprehensive employee benefits. Relocation assistance is available.

Submit ResumeMore info.


#1918: Sr. VP Manager Trust Services – SE. WI. Join this 100+ year old financial institution, as a member of the executive management team and oversee the trust and wealth management group. Reporting to the president, the SVP will manage personal trust administration, estate planning, employee retirement plans, investments and operations. SVP is responsible for the profitability, growth and strategic direction of the trust department. This position is essential in implementing bank-wide strategic priorities and initiatives. In addition to supervising a talented team, the SVP will develop new relationships through community and professional involvement. We are seeking a ten to 20 year professional, with strong knowledge of fiduciary regulations and best practices, as well as prior management experience. Background may come from trust, investment management or law background. Having JD, CPA, CTFA or CFP® is desired. The company offers an excellent base salary, a company bonus plan, strong employee benefits and relocation assistance.

Submit ResumeMore info.


#1908: Manager Trust Services/Sr. Fiduciary Officer – SW. VA. Join a profitable, well-run community bank with a history of consistent growth and product innovation. Reporting to the CEO, the senior fiduciary officer will manage the administration of personal trusts, investment agencies, ERISA and IRAs. The manager will supervise trust operations and lead the business development efforts. Supervising a staff of five, the manager will delegate duties, enforce departmental policies and procedures, and maintain relationships both within the bank and other community leaders, such as CPAs, and attorneys. We are seeking a ten-plus year trust professional with strong administration knowledge, fiduciary regulations in order to effectively manage the department. Having the CTFA, CFP®, or JD is a plus. The company offers a six-figure base salary, plus a company bonus program, outstanding employee benefits and relocation assistance is available.

Submit ResumeMore info.

#1924: Special Assets Analyst – Atlanta, GA. A fiduciary services provider has a need for a special assets analyst to manage real estate, mineral rights, oil & gas and closely held business assets for their trust clients. The analyst will handle the annual asset reviews and due diligence for real estate assets, including purchases, sales and lease agreements. The analyst will perform reviews of new assets and oversee the registration and service of securities. We are seeking a professional with 3 - 10 years of trust real estate, oil & gas, and closely held business valuation experience. The company offers an excellent base salary, a generous bonus program, comprehensive employee benefits and relocation assistance is available.

Submit ResumeMore info.


#1851: Fiduciary Tax Accountant – SE WI. Join a progressive fiduciary services firm that caters to high-net-worth families as a seasonal temp, with the possible fulltime role as Assistant Tax Manager. The position prepares estate, trust and partnership tax returns and estimated taxes for complex and simple trusts. The accountant will complete complex research, reconciliations and projects as assigned. The candidate should have at least 3 to 5 years of prior experience dealing with trusts, estates, partnerships, and gift tax returns. Having a CPA designation or MS – Tax desired. Prior use of ProSystem fx® software is helpful. Excellent exposure to the senior management team and strong career opportunities. The firm provides a strong base salary, (they have a wide salary range), bonus program, and comprehensive benefits.

Submit ResumeMore info.


#1850: Sr. Tax Planning Strategist - Chicago, IL. A multi-state wealth management firm seeks an experienced tax professional to manage unique tax-planning needs for high-net-worth families. The position will interface with Wealth Advisors and clients in presenting tax strategies. The senior tax strategist will mentor junior tax analysts in providing tax planning needs for HNW clients, including providing advice on cash-flow and tax planning. The group prepares in excess of 700 tax returns annually. We are seeking a ten-year tax professional, with experience preparing individual and small business tax returns. The CPA designation is required (or EA), and MS-Tax is preferred. The company offers a six-figure base salary, plus up to 20% bonus plan, comprehensive employee benefits and strong career opportunities.

Submit ResumeMore info.


#1845: Sr. Actuary – Work remotely from home – no relocation necessary. A large retirement plan actuarial firm seeks an actuarial expert to manage client relationships and oversee, mentor and guide junior staff. Serve as the lead actuary for private and public sector defined benefit pension plans and cash-balance plans. Interface with plan sponsors and advisors to discuss annual compliance needs. We are seeking an Enrolled Actuary with at least five years (more is preferred) of pension benefit/actuarial experience. Strong analytical, problem-solving and math skills and the leadership skills to lead junior staff members. Experience using DATAIR, FT Williams, and/or Winklevoss ProVal would be a plus. The company offers six-figure base salary, bonus plan, home office equipment to be a remote employee and comprehensive employee benefits.

Submit ResumeMore info.