Fiduciary
$55K - $84K/yr
The Fiduciary is assigned primary responsibility for Wards, Protected Persons, and Estates, managing deceased and vulnerable persons' well-being and assets. **Pre-licensed Fiduciaries work under the ...
$55K - $84K/yr
The Fiduciary is assigned primary responsibility for Wards, Protected Persons, and Estates, managing deceased and vulnerable persons' well-being and assets. **Pre-licensed Fiduciaries work under the ...
$55K - $84K/yr
The Fiduciary is assigned primary responsibility for Wards, Protected Persons, and Estates, managing deceased and vulnerable persons' well-being and assets. **Pre-licensed Fiduciaries work under the ...
Phoenix, AZ · On-site
$55K - $84K/yr
The Fiduciary is assigned primary responsibility for Wards, Protected Persons, and Estates, managing deceased and vulnerable persons' well-being and assets. **Pre-licensed Fiduciaries work under the ...
Phoenix, AZ · On-site
$55K - $84K/yr
The Fiduciary is assigned primary responsibility for Wards, Protected Persons, and Estates, managing deceased and vulnerable persons' well-being and assets. **Pre-licensed Fiduciaries work under the ...
$55K - $84K/yr
The Fiduciary is assigned primary responsibility for Wards, Protected Persons, and Estates, managing deceased and vulnerable persons' well-being and assets. **Pre-licensed Fiduciaries work under the ...
$55K - $84K/yr
The Fiduciary is assigned primary responsibility for Wards, Protected Persons, and Estates, managing deceased and vulnerable persons' well-being and assets. **Pre-licensed Fiduciaries work under the ...
Boston, MA · On-site
$130K - $180K/yr
We are looking for an experienced Fiduciary Tax Manager to lead tax compliance activities for a diverse book of trusts, estates, foundations, and retirement accounts in Boston, Massachusetts. This ...
New
Quick apply
Boston, MA · On-site
$130K - $180K/yr
We are looking for an experienced Fiduciary Tax Manager to lead tax compliance activities for a diverse book of trusts, estates, foundations, and retirement accounts in Boston, Massachusetts. This ...
New
Salem, OR · On-site
$24/hr
Fiduciary management - Primary USDVA Fiduciary Hub contact; manage individual veteran accounts, benefits deposits & welfare disbursements * Financial support - Engage veterans with behavioral health ...
Salem, OR · On-site
$24/hr
Fiduciary management - Primary USDVA Fiduciary Hub contact; manage individual veteran accounts, benefits deposits & welfare disbursements * Financial support - Engage veterans with behavioral health ...
Rochester, NY · Hybrid
$126K - $159K/yr
Fiduciary Officer Starting Salary: $114,000 Salary Range: $100,921-$127,228 Please note: Interested ... Relationship Management * Review client relationships, interpreting legal documents, prepare ...
Rochester, NY · Hybrid
$126K - $159K/yr
Fiduciary Officer Starting Salary: $114,000 Salary Range: $100,921-$127,228 Please note: Interested ... Relationship Management * Review client relationships, interpreting legal documents, prepare ...
$111K - $145K/yr
... wealth management clients. This role is responsible for ensuring the accurate and timely preparation and filing of fiduciary income, estate, gift, personal income, and IRA-related tax returns.
$111K - $145K/yr
... wealth management clients. This role is responsible for ensuring the accurate and timely preparation and filing of fiduciary income, estate, gift, personal income, and IRA-related tax returns.
Waukesha, WI · On-site
$111K - $145K/yr
... wealth management clients. This role is responsible for ensuring the accurate and timely preparation and filing of fiduciary income, estate, gift, personal income, and IRA-related tax returns.
Waukesha, WI · On-site
$111K - $145K/yr
... wealth management clients. This role is responsible for ensuring the accurate and timely preparation and filing of fiduciary income, estate, gift, personal income, and IRA-related tax returns.
San Diego, CA · On-site
Manage an assigned account base of wealth management clients by working in partnership with client service teams, clients, and their professional advisors to develop a thorough understanding of ...
San Diego, CA · On-site
Manage an assigned account base of wealth management clients by working in partnership with client service teams, clients, and their professional advisors to develop a thorough understanding of ...
Vero Beach, FL · On-site
Manage an assigned account base of wealth management clients by working in partnership with client service teams, clients, and their professional advisors to develop a thorough understanding of ...
Vero Beach, FL · On-site
Manage an assigned account base of wealth management clients by working in partnership with client service teams, clients, and their professional advisors to develop a thorough understanding of ...
San Diego, CA · On-site
Manage an assigned account base of wealth management clients by working in partnership with client service teams, clients, and their professional advisors to develop a thorough understanding of ...
San Diego, CA · On-site
Manage an assigned account base of wealth management clients by working in partnership with client service teams, clients, and their professional advisors to develop a thorough understanding of ...
Salem, OR · On-site
$24/hr
Fiduciary management - Primary USDVA Fiduciary Hub contact; manage individual veteran accounts, benefits deposits & welfare disbursements * Financial support - Engage veterans with behavioral health ...
Salem, OR · On-site
$24/hr
Fiduciary management - Primary USDVA Fiduciary Hub contact; manage individual veteran accounts, benefits deposits & welfare disbursements * Financial support - Engage veterans with behavioral health ...
Manage an assigned account base of wealth management clients by working in partnership with client service teams, clients, and their professional advisors to develop a thorough understanding of ...
Manage an assigned account base of wealth management clients by working in partnership with client service teams, clients, and their professional advisors to develop a thorough understanding of ...
Vero Beach, FL · On-site
Manage an assigned account base of wealth management clients by working in partnership with client service teams, clients, and their professional advisors to develop a thorough understanding of ...
Vero Beach, FL · On-site
Manage an assigned account base of wealth management clients by working in partnership with client service teams, clients, and their professional advisors to develop a thorough understanding of ...
Waukesha, WI · On-site
$111K - $145K/yr
... wealth management clients. This role is responsible for ensuring the accurate and timely preparation and filing of fiduciary income, estate, gift, personal income, and IRA-related tax returns.
Quick apply
Waukesha, WI · On-site
$111K - $145K/yr
... wealth management clients. This role is responsible for ensuring the accurate and timely preparation and filing of fiduciary income, estate, gift, personal income, and IRA-related tax returns.
Manage an assigned account base of wealth management clients by working in partnership with client service teams, clients, and their professional advisors to develop a thorough understanding of ...
Manage an assigned account base of wealth management clients by working in partnership with client service teams, clients, and their professional advisors to develop a thorough understanding of ...
Philadelphia, PA · On-site
Our team of dedicated fiduciary professionals collaborate closely with Goldman Sachs' Private ... Manage the administration of private foundations and DAFs helping provide guidance around state and ...
Philadelphia, PA · On-site
Our team of dedicated fiduciary professionals collaborate closely with Goldman Sachs' Private ... Manage the administration of private foundations and DAFs helping provide guidance around state and ...
Naples, FL · On-site
The Fiduciary Accountant will manage all accounting, reporting, and tax preparation related to estates, trusts, and related entities. The ideal candidate will possess deep expertise in fiduciary ...
Naples, FL · On-site
The Fiduciary Accountant will manage all accounting, reporting, and tax preparation related to estates, trusts, and related entities. The ideal candidate will possess deep expertise in fiduciary ...
Administer investment management agencies, IRAs, personal trusts, estates, conservatorships, and other fiduciary accounts in accordance with governing documents, fiduciary law, investment policy ...
Administer investment management agencies, IRAs, personal trusts, estates, conservatorships, and other fiduciary accounts in accordance with governing documents, fiduciary law, investment policy ...
Rochester, NY · On-site
$114K/yr
Fiduciary Officer Starting Salary: $114,000 Salary Range: $100,921-$127,228 Please note: Interested ... Relationship Management * Review client relationships, interpreting legal documents, prepare ...
Rochester, NY · On-site
$114K/yr
Fiduciary Officer Starting Salary: $114,000 Salary Range: $100,921-$127,228 Please note: Interested ... Relationship Management * Review client relationships, interpreting legal documents, prepare ...
$11K - $33.5K
0% of jobs
$33.5K - $56.1K
0% of jobs
$72K is the 25th percentile. Wages below this are outliers.
$56.1K - $78.6K
35% of jobs
The median wage is $90.8K / yr.
$78.6K - $101.2K
27% of jobs
$119.2K is the 75th percentile. Wages above this are outliers.
$101.2K - $123.7K
16% of jobs
$123.7K - $146.3K
2% of jobs
$146.3K - $168.8K
6% of jobs
$168.8K - $191.4K
6% of jobs
$191.4K - $213.9K
0% of jobs
$213.9K - $236.5K
3% of jobs
$236.5K - $259K
4% of jobs
$11K
$115.7K
$259K
| Aspect | Fiduciary Management | Investment Advisor |
|---|---|---|
| Credentials | Certifications like CFA, CFP often preferred | Certifications like CFA, CFP common |
| Work Environment | Typically manages large institutional or pension funds | Serves individual and institutional clients |
| Employer & Industry Usage | Used by pension funds, endowments, large institutions | Used by individuals, small institutions, corporations |
| Search & Comparison Intent | Understanding fiduciary responsibilities and management scope | Seeking investment advice and portfolio management |
Fiduciary Management involves overseeing large institutional funds with a fiduciary duty, focusing on comprehensive fund management. Investment Advisors typically serve individual clients or smaller entities, providing tailored investment advice. While both roles require similar certifications, their work environments and client bases differ significantly.

7.8
Based on 53 frontline employees who took The Breakroom Quiz
332nd of 649 rated public administrative organizations
Posting Date
05/04/26Application Deadline
06/21/26Pay Range
$55,000 - $84,500 annuallyJob Type
UnclassifiedDepartment
Public FiduciaryAbout the Position
Are you enthusiastic about helping others? Do you want to serve your community and make an impact by supporting vulnerable populations? Consider applying for our Fiduciary position, where you will have the opportunity to make a difference every day in Maricopa County!
The Fiduciary completes a wide variety of duties to fulfill the legal mandates of the Public Fiduciary Department. They are responsible for performing intakes, referral/court investigations, and case administration related to guardianships, conservatorships, and decedent estate dispositions. Caseloads may be complex, sensitive, and varied in nature. The Fiduciary is assigned primary responsibility for Wards, Protected Persons, and Estates, managing deceased and vulnerable persons' well-being and assets.
**Pre-licensed Fiduciaries work under the supervision of a licensed Fiduciary, or designated principal, to gain knowledge and expertise during the pre-licensing period. This supervision allows pre-licensed Fiduciaries to increase responsibilities over time and fosters the necessary professional development needed to meet licensure eligibility requirements.
** Successful applicants not currently holding an Arizona Fiduciary License will be compensated at a salary rate equivalent to 97% of the rate determined to be appropriate based on the applicant's experience. A 3% increase will be awarded once licensure has been successfully obtained.
About Us
It's time for you to utilize and perfect your talents.
Join the Maricopa County Public Fiduciary and make a difference in the lives of Maricopa County's most vulnerable adults! Our dedicated team of professionals provides compassionate guardianship and conservatorship and handles final administration for those vulnerable adults who do not have another person or agency willing to serve. We are looking for individuals who are passionate about helping others and interested in innovative and collaborative efforts to meet this growing population's needs!
Apply now to work with a dynamic group of diverse and talented professionals.
Proud to Offer
Work with a greater purpose
Tuition reimbursement
Exceptional work-life balance
Opportunities for growth and development within Maricopa County
Low-cost, high-value healthcare for you and your qualifying dependents
Child care benefits, including access to our on-site center, Maricopa County Kids Club, dedicated to serving Maricopa County families
Paid vacation, sick time, and parental leave
Extensive wellness program, including an incentive
Enrollment in the Arizona State Retirement System, a defined retirement benefit requiring a 12% monthly contribution rate that includes a 100% employer match on Day 1
Want to learn more about the County's Qualifying and Compensation Philosophy? Follow this link to learn more! Work With Us | Maricopa County, AZ
We Require
Fiduciary license in good standing with the Arizona Supreme Court
OR
Bachelor's degree with a specialization in criminal justice, social services, behavioral science, gerontology, public or business administration, finance, accounting, or a closely related field
Two years of experience in the areas of guardianship, conservatorship, personal representative, trust administration, behavioral/mental health, elder, or disability law of a non-familial relationship
OR
An equivalent combination of education and guardian certification, or education and specifically relevant work experience gained within the previous ten years, may substitute for the Fiduciary License requirement.
Specifically, relevant work experience must be in the administration of trust, decedent's estate, guardianship, or conservatorship under the supervision of a licensed fiduciary, bank trust or trust company officer, or a licensed attorney emphasizing in the area of probate, trust, elder, mental health, or disability law.
We Also Value
Professional work experience in administering guardianships, conservatorships, decedents' estates, entitlements, and bank trust work
Experience working as a paralegal
Experience working with government entitlement programs
Experience providing mental health or social services
Experience managing caseloads that pertain to meeting the personal or financial needs of clients
National Certified Guardian with the Center for Guardianship Certification
Job Contributions
Coordinate, monitor, and oversee the implementation of Ward cases, treatments, residential arrangements, and continuing care plans to verify that Ward's demonstrable needs are met
Drive to community sites, facilities, and institutions to meet with Wards and their healthcare providers and review their treatment plans with them
Complete mandatory reports and maintain active compliance with the law, rules, codes, orders, and department policies to fulfill statutory Fiduciary responsibilities
Administer estates of protected and deceased persons with emphasis on preserving the estate and physical maintenance of personal, real, and business property
Perform investigations and gather information to ensure informed decision-making, with preference given to the Ward's/Protected Person's expressed wishes while serving as a guardian in the least restrictive manner
Testify in court regarding Ward's advocacy, determinations, litigation, recovery actions, and performance accountability to defend Ward's best interests
Manage or dispose of client property with preference given to the client's expressed wishes or directives
Determine the end of life and final arrangements for Wards, with advanced input from the client and their family, aiming to carry out their final wishes as requested
Communicate orally and in writing with Wards, benefit/service providers, financial institutions, residential facilities, medical and legal professionals, and other interested parties, including communications in adversarial and occasionally hostile situations
Working Conditions
Interact with the public and persons of varying degrees of mental stability, and occasionally in hostile situations
Enter residences where biohazard material or pest, or rodent infestations may exist
Must have the ability to work on-call nights and weekends on a rotating schedule
Selection Procedure
Consideration will only be given to candidates who submit online applications
Candidates will be contacted primarily through email and their Workday online application profile
Must pass a pre-employment background and/or fingerprint investigation as required by statute or policy, including drug and alcohol testing requirements for positions designated as safety-sensitive
Maricopa County is an equal opportunity employer and is committed to providing equal employment opportunities to all applicants. If you require a reasonable accommodation during the application process or to perform the essential functions of the position under the Americans with Disabilities Act (ADA), please contact MHRFeedback@maricopa.gov to initiate the interactive process.
Apply Now!
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Public administration
10,000+ Employees
Phoenix, AZ, US
1871