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Fiduciary Officer Jobs (NOW HIRING)

Trust Advisors

Boston, MA · On-site

$220K/yr

Oversee and manage projects assigned by the Chief Fiduciary Officer, ensuring timely and accurate completion. * Collaborate closely with client services teams to uphold consistent service delivery ...

Senior Fiduciary Advisor

Moline, IL · On-site

$105K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Develop new business and advise and consult with other officers on fiduciary matters. * Represent the bank in business development activities with clients, attorneys and other centers of influence.

Senior Fiduciary Advisor

Moline, IL

$105K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Develop new business and advise and consult with other officers on fiduciary matters. * Represent the bank in business development activities with clients, attorneys and other centers of influence.

Senior Fiduciary Advisor

Moline, IL · On-site

$105K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Develop new business and advise and consult with other officers on fiduciary matters. * Represent the bank in business development activities with clients, attorneys and other centers of influence.

Senior Fiduciary Advisor

Moline, IL · On-site

$105K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Develop new business and advise and consult with other officers on fiduciary matters. * Represent the bank in business development activities with clients, attorneys and other centers of influence.

Showing results 41-60

Fiduciary Officer information

See salary details

$39.5K

$87.7K

$123K

How much do fiduciary officer jobs pay per year?

As of Aug 13, 2026, the average yearly pay for fiduciary officer in the United States is $87,678.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,000.00 and $107,500.00 per year, depending on experience, location, and employer.

What are some common challenges a fiduciary officer might face when managing client trusts and estates?

Fiduciary Officers often encounter challenges such as resolving complex family dynamics, interpreting trust documents with ambiguous language, and balancing the interests of multiple beneficiaries. Additionally, staying compliant with evolving regulations and ensuring accurate record-keeping are essential yet demanding parts of the role. Successful Fiduciary Officers use strong communication and organizational skills to navigate these situations while maintaining professionalism and building trust with clients and colleagues.

What are the key skills and qualifications needed to thrive as a fiduciary officer?

To thrive as a Fiduciary Officer, you need a solid understanding of trust and estate administration, financial regulations, and risk management, usually supported by a bachelor’s degree in finance, law, or a related field. Familiarity with trust accounting software, wealth management platforms, and relevant certifications such as Certified Trust and Fiduciary Advisor (CTFA) are commonly required. Strong interpersonal skills, attention to detail, and ethical judgment help build client trust and manage sensitive information effectively. These skills are crucial for ensuring regulatory compliance, safeguarding client assets, and delivering exceptional fiduciary services.

What is a fiduciary officer?

A fiduciary officer is a financial professional responsible for managing assets and overseeing accounts held in trust, such as estates, trusts, or guardianships. Their primary role is to act in the best interests of clients or beneficiaries, ensuring all actions comply with legal, ethical, and regulatory standards. They often work for banks, trust companies, or legal firms, administering trusts, settling estates, and ensuring proper management and distribution of assets according to the terms of the trust or will. Fiduciary officers must maintain impartiality, confidentiality, and a high degree of integrity in all dealings.

What is the difference between Fiduciary Officer vs Financial Advisor?

AspectFiduciary OfficerFinancial Advisor
CredentialsCertifications like CFP, CFA, or fiduciary-specific licensesCFP, ChFC, or other financial planning certifications
Work EnvironmentBanking, trust companies, or financial institutions managing client assetsIndependent or firm-based advising clients on investments and planning
Employer & IndustryFinancial institutions, trust companies, banksFinancial planning firms, banks, or independent practices
Search & Comparison IntentUnderstanding fiduciary responsibilities and rolesSeeking investment advice and financial planning services

Fiduciary Officers primarily work within financial institutions managing client assets with a fiduciary duty, focusing on trust and compliance. Financial Advisors provide personalized investment and financial planning advice, often working independently or within firms. While both roles require similar certifications and serve clients in the financial industry, their work environments and responsibilities differ significantly.

More about Fiduciary Officer jobs
What states have the most Fiduciary Officer jobs? States with the most job openings for Fiduciary Officer jobs include:
What job categories do people searching Fiduciary Officer jobs look for? The top searched job categories for Fiduciary Officer jobs are:
Infographic showing various Fiduciary Officer job openings in the United States as of August 2026, with employment types broken down into 96% Full Time, and 4% Part Time. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $87,678 per year, or $42.2 per hour.

VP, Regional Senior Trust Officer

Weitz and Luxenberg PC

Bettendorf, IA • On-site

$100K - $120K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 8 days ago


Job description

Job Type
Full-time
Description
Job Summary:
The VP, Regional Senior Trust Officer is a fiduciary and senior relationship manager responsible for the comprehensive administration of trust, estate, and wealth management relationships, primarily serving high-net-worth individuals and families. This role requires advanced knowledge of trust law, estate settlement, investments, and taxation, as well as a strong understanding of the Quad Cities market and its unique business, family, and community dynamics. The VP, Regional Senior Trust Officer serves as a trusted advisor to clients and beneficiaries, ensures compliance with governing documents and regulatory requirements, and contributes to the growth of the Trust and Wealth Management division through relationship expansion and new business development.
Essential Duties & Responsibilities
Trust & Wealth Administration
  • Serve as fiduciary officer for a portfolio of complex trust, estate, and agency accounts, including multigenerational and high-net-worth relationships, ensuring administration in accordance with governing documents, fiduciary standards, and applicable laws.
  • Administer complex estates and trusts where the bank serves as executor, administrator, or trustee, including asset management, fiduciary accountings, coordination and filing of required tax returns, distributions, and estate closings.
  • Evaluate discretionary distribution requests and provide fiduciary guidance that balances beneficiary needs, trust objectives, tax considerations, and long-term wealth preservation.
  • Partner with investment officers and advisors to ensure assets are prudently managed while identifying and mitigating fiduciary, operational, and regulatory risk.

Business Development & Relationship Management
  • Leverage trust, wealth, and regional market expertise to develop new fiduciary and investment relationships, primarily within the Quad Cities area, but also in our Stateline Market (Roscoe, IL and Beloit, WI).
  • Serve as a trusted advisor to high-net-worth clients, beneficiaries, attorneys, accountants, and financial advisors, delivering tailored trust and wealth solutions.
  • Collaborate with internal bank partners to provide integrated client solutions and generate cross-referrals.
  • Build and maintain strong referral networks with Quad Cities-based centers of influence and meet business development objectives established by the Senior Trust Officer.

Community Engagement & Professional Presence
  • Represent CBI Bank & Trust within the Quad Cities community by supporting initiatives that address the fiduciary, financial planning, and legacy needs of individuals and families.
  • Maintain active participation in nonprofit, professional, or civic organizations, preferably in leadership roles.
  • Participate in client, community, and educational events to enhance visibility and strengthen client and referral relationships.
  • Serve as a subject matter expert for trust and wealth management at community or professional engagements as requested.

Requirements
Qualifications:
  • Bachelor's degree required; BS/BA preferred
  • CTFA or equivalent trust and wealth designation required
  • 5+ years of experience as a Trust Officer or in a comparable investment or wealth management role.
  • Demonstrated experience working with high-net-worth individuals and families
  • Advanced knowledge of trust and estate administration, fiduciary taxation, and investment principles
  • Strong familiarity with the Quad Cities market and local professional networks
  • Proven ability to build long-term client and referral relationships

Employee Benefits:
In addition to competitive compensation, we offer a rewarding incentive program and a comprehensive benefits package. Benefits include Paid Time Off (PTO), a 401(k)-retirement savings plan, an Employee Assistance Program (EAP), and ongoing training and development opportunities. Full-time and part-time associates are eligible for a wide range of benefits, including medical, dental, vision, and more.
We are an Equal Opportunity Employer committed to fostering an inclusive workplace. We do not discriminate against applicants or employees on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age (40 or older), disability, veteran or military status, genetic information, or any other characteristic protected by applicable federal, state, or local law.
Salary Description
$100,000 - $120,000