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Fiduciary Jobs in Raleigh, NC (NOW HIRING)

Provides ongoing fiduciary monitoring and administration of accounts to achieve full compliance and identify potential risks. Responsible for relationship management and administration of assigned ...

Provides ongoing fiduciary monitoring and administration of accounts to achieve full compliance and identify potential risks. Responsible for relationship management and administration of assigned ...

Provides ongoing fiduciary monitoring and administration of accounts to achieve full compliance and identify potential risks. Responsible for relationship management and administration of assigned ...

Senior Trust Advisor

Raleigh, NC · On-site

$132K - $133K/yr

The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering high-quality fiduciary solutions to clients. This role involves managing personal trusts, ensuring ...

Senior Trust Advisor

Raleigh, NC

$132K - $133K/yr

The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering high-quality fiduciary solutions to clients. This role involves managing personal trusts, ensuring ...

JOB SUMMARY Reports to the Fiduciary Director and is responsible for the successful day to day execution and leadership of all the Trust Administration, New Business Engagement Risk Oversight ...

JOB SUMMARY Reports to the Fiduciary Director and is responsible for the successful day to day execution and leadership of all the Trust Administration, New Business Engagement Risk Oversight ...

Legal & Fiduciary Oversight: Lead end-to-end accountability for Legal & Integrity fiduciary duties, corporate governance, and compliance for all U.S. legal entities, including corporate secretarial ...

Minimum 3-5 years fiduciary client service/sales experience preferred. * CTFA or other professional designation, obtained or working toward, preferred. * Significant experience and expertise within ...

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Fiduciary information

See Raleigh, NC salary details

$127.3K

$219.5K

$285.8K

How much do fiduciary jobs pay per year?

As of Aug 5, 2026, the average yearly pay for fiduciary in Raleigh, NC is $219,515.00, according to ZipRecruiter salary data. Most workers in this role earn between $159,400.00 and $264,400.00 per year, depending on experience, location, and employer.

What types of clients or organizations do fiduciaries typically serve, and how does that influence daily responsibilities?

Fiduciaries may serve a wide range of clients including individuals, families, trusts, pension funds, or nonprofit organizations, and the specific client base often shapes the fiduciary's daily duties. For example, working with individual clients can involve detailed financial planning, estate management, and regular client meetings, while managing institutional portfolios might focus more on compliance oversight and large-scale investment strategies. The need to tailor services based on each client's objectives means fiduciaries must balance multiple tasks and maintain a high level of organization. This dynamic environment offers variety and challenge, helping professionals develop expertise in client service, asset management, and regulatory navigation.

Is it worth working with a fiduciary?

Working as a fiduciary involves acting in clients' best interests, often requiring certifications like the CFP or CFA. The role offers opportunities in financial planning, estate management, and investment advising, with a focus on ethical standards and client trust. It can be a rewarding career for those committed to integrity and professional development.

What is a fiduciary?

A fiduciary is a person or entity entrusted with the legal and ethical responsibility to act in the best interests of another party. This role is common in financial services, estate planning, and law, where fiduciaries manage assets, provide investment advice, or oversee trusts. Fiduciaries are legally required to prioritize their clients' interests above their own, avoiding conflicts of interest and ensuring transparency. Their duties typically include financial decision-making, asset management, and acting with loyalty and care.

Do fiduciaries make a lot of money?

Fiduciaries, such as financial advisors or trustees, can earn varying incomes depending on their experience, client base, and the services they provide. Compensation often includes fees, commissions, or a combination, and those with specialized certifications or extensive client portfolios tend to earn higher salaries. Overall, earnings can range from moderate to high, but they are generally aligned with industry standards for financial professionals.

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

To succeed as a Fiduciary, you need a solid understanding of financial management, regulatory compliance, and ethical standards, often supported by relevant degrees or certifications such as CFP or CPA. Familiarity with portfolio management software, trust accounting systems, and compliance monitoring tools is typically required. Strong interpersonal skills, attention to detail, and trustworthy communication help fiduciaries build lasting client relationships. These competencies are critical for responsibly managing assets and maintaining clients' best interests in a highly regulated environment.

What job categories do people searching Fiduciary jobs in Raleigh, NC look for? The top searched job categories for Fiduciary jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Fiduciary jobs? Cities near Raleigh, NC with the most Fiduciary job openings:
Infographic showing various Fiduciary job openings in Raleigh, NC as of July 2026, with employment types broken down into 95% Full Time, and 5% Part Time. Highlights an 68% In-person, 16% Hybrid, and 16% Remote job distribution, with an average salary of $219,515 per year, or $105.5 per hour.

Full-time

Posted 7 days ago


First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

108th of 170 rated banks


Job description

Overview

Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses achieve their financial goals. Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life.  Join a collaborative organization focused on relationships, trust, and long-term impact.

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.

Provides ongoing fiduciary monitoring and administration of accounts to achieve full compliance and identify potential risks. Responsible for relationship management and administration of assigned accounts. Serves as the administrative partner to the relationship management team. Tracks distributions, fees, discretionary requests, and other activities associated with account activity. Leads in account acceptance review, onboarding, and asset transition. Ensures accounts are properly documented and adhere to regulatory standards. This position may administer and manage smaller trust accounts across the entire bank footprint, which may limit client interaction to virtual.


Responsibilities
  • Fiduciary Management - Administers, services, and monitors personal trust accounts. Ensures accounts comply with all applicable regulations as well as trust document directives. Assists audits and annual reviews.
  • Relationship Management - Maintains open and effective communication with grantors, beneficiaries, and other interested parties. Provides direct client contact for issues, concerns, and updates. Ensures client satisfaction and retention.
  • Collaboration - Works closely with expansion market associates to service assigned accounts.

This position may be filled as a Fiduciary Officer level I or  II  based on the skills and experience of the selected candidate.


Qualifications

Bachelor's Degree and 2 years of experience (Fiduriay Officer I) or 4 years of experience (Fiduciary Officer II) in Trust Administration, Estate Planning, or Financial Planning OR High School Diploma or GED and 6 years of experience (Fiduciary Officer I) or 8 years of experience (Fiduciary Officer II) in Trust Administration, Estate Planning, or Financial Planning

Preferred Skills:  National Trust School or other certifications specific to Personal Trust Fiduciary such as CTFA. Knowledge of trust systems, risk mitigation, and various types of Fiduciary accounts.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

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Qualifications:

Bachelor's Degree and 2 years of experience (Fiduriay Officer I) or 4 years of experience (Fiduciary Officer II) in Trust Administration, Estate Planning, or Financial Planning OR High School Diploma or GED and 6 years of experience (Fiduciary Officer I) or 8 years of experience (Fiduciary Officer II) in Trust Administration, Estate Planning, or Financial Planning

Preferred Skills:  National Trust School or other certifications specific to Personal Trust Fiduciary such as CTFA. Knowledge of trust systems, risk mitigation, and various types of Fiduciary accounts.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

#LI-JW2

Education:UNAVAILABLEEmployment Type: FULL_TIME

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