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Fiduciary Jobs (NOW HIRING)

PNC Bank

Fiduciary Advisor Sr

Palm Beach, FL · On-site

$132K - $132.50K/yr

As a Fiduciary Advisor Sr within PNC's Private Bank organization, you will be based in Palm Beach, FL. PNC is an in-office company that fosters a supportive culture where employees can thrive and ...

Waukesha State Bank

Fiduciary Tax Manager

Waukesha, WI

$111.10K - $145.60K/yr

Prairie Trust ® , a division of Waukesha State Bank, is seeking an experienced Fiduciary Tax Manager to oversee all aspects of fiduciary tax compliance for our trust and wealth management clients.

First Citizens Bank

Senior Fiduciary Officer

Manhattan, NY · On-site

$150K - $210K/yr

The Senior Fiduciary Officer collaborates with the relationship team to provide fiduciary services to high net worth clients bringing a high level of expertise with a focus on relationship expansion ...

KeyBank

KPB Sr. Fiduciary Strategist

Indianapolis, IN · On-site

$116.10K - $150.10K/yr

The Sr Fiduciary Strategist proactively collaborates in person with team members to build insights and solutions to attract, retain and grow client relationships. This role is entrusted with the ...

Bank OZK

Fiduciary Associate

Clearwater, FL · On-site

$14 - $18.50/hr

Provides support for assigned senior officer(s) for day-to-day administration of fiduciary accounts including, but not limited to: * opening and closing accounts; * cash disbursements and ...

Waukesha State Bank

Fiduciary Tax Manager

Waukesha, WI · On-site

$111.10K - $145.60K/yr

Prairie Trust ® , a division of Waukesha State Bank, is seeking an experienced Fiduciary Tax Manager to oversee all aspects of fiduciary tax compliance for our trust and wealth management clients.

Waukesha State Bank Company

Fiduciary Tax Manager

Waukesha, WI · On-site

$111.10K - $145.60K/yr

Prairie Trust, a division of Waukesha State Bank, is seeking an experienced Fiduciary Tax Manager to oversee all aspects of fiduciary tax compliance for our trust and wealth management clients. This ...

Keybank

KPB Sr. Fiduciary Strategist

Indianapolis, IN · On-site

$116.10K - $150.10K/yr

The Sr Fiduciary Strategist proactively collaborates in person with team members to build insights and solutions to attract, retain and grow client relationships. This role is entrusted with the ...

Waukesha State Bank

Fiduciary Tax Manager

Waukesha, WI · On-site

$111.10K - $145.60K/yr

Prairie Trust ® , a division of Waukesha State Bank, is seeking an experienced Fiduciary Tax Manager to oversee all aspects of fiduciary tax compliance for our trust and wealth management clients.

PNC Bank

Fiduciary Advisor III

Pittsburgh, PA · On-site

As a Fiduciary Advisor III within PNC's Private Bank organization, you will be based in Pittsburgh, PA. Candidates holding a Juris Doctor (JD) or Certified Trust and Fiduciary Advisor (CTFA ...

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Fiduciary information

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$131K

$225.8K

$294K

How much do fiduciary jobs pay per year?

As of May 28, 2026, the average yearly pay for fiduciary in the United States is $225,833.00, according to ZipRecruiter salary data. Most workers in this role earn between $164,000.00 and $272,000.00 per year, depending on experience, location, and employer.

What is a Fiduciary job?

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.

What are the key skills and qualifications needed to thrive in the Fiduciary position, and why are they important?

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 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.
More about Fiduciary jobs
What cities are hiring for Fiduciary jobs? Cities with the most Fiduciary job openings:
What are the most commonly searched types of Fiduciary jobs? The most popular types of Fiduciary jobs are:
What states have the most Fiduciary jobs? States with the most job openings for Fiduciary jobs include:
What job categories do people searching Fiduciary jobs look for? The top searched job categories for Fiduciary jobs are:
Fiduciary jobs near you
Infographic showing various Fiduciary job openings in the United States as of May 2026, with employment types broken down into 90% Full Time, 9% Part Time, and 1% Contract. Highlights an 78% Physical, 8% Hybrid, and 14% Remote job distribution, with an average salary of $225,833 per year, or $108.6 per hour.
Fiduciary Paralegal

Fiduciary Paralegal

ClearPoint Federal Bank & Trust

Batesville, IN • On-site

$45K - $55K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 25 days ago

Job description

Fiduciary Paralegal

Job Brief

At ClearPoint Federal Bank & Trust (“ClearPoint” or the “Bank”), you are given the opportunity to do meaningful work aligned with your strengths, in an environment where you have a voice, are encouraged to collaborate with others, and have the choice to create your career path. This position will be responsible for supporting the Fiduciary Legal Specialist with legal and compliance research, monitoring, communication, and execution of related work. This person must be detail oriented, highly organized, and must possess flexible skills to deal with the various nuances of trust accounts and trust compliance, including the ability to anticipate issues. To be successful, strong customer service skills and attention to detail are required to ensure accuracy and quality outputs to facilitate better decision making and assist in meeting company and department goals. Based in our Batesville, Indiana office, you will work closely with members of the ClearPoint team.

RESPONSIBILITIES:

  • Responsible for trust compliance and legal research, reporting to Fiduciary Legal Specialist on legal changes, compliance questions, and state-specific requirements in laws or regulations.
  • Responsible for basic research in Westlaw/Capital Watch.
  • Communicate and maintain a good rapport with peers outside the company to help common clients, obtain new business, and be on the forefront of legislative changes.
  • Provide daily support for customers as requests are made.
  • Provide research and analytical support for the Fiduciary Legal Specialist as needed.
  • Assist with form contract change process.
  • Assist Fiduciary Legal Specialist with the unclaimed property process.
  • Communicate with individuals at all levels, including clients and their investment advisors, auditors, tax preparers, and consultants.
  • Provide customer service support by monitoring phones and responding to customer and contract-holder inquiries or routing issues throughout the organization as needed.
  • Willingness to grow and take on additional responsibilities as warranted and learn all aspects of industry compliance and regulation.
  • Additional responsibilities as required.

REQUIRED SKILLS

Effective Communication Skills to be deployed in a variety of communication settings including both written and oral in one-on-one and group settings, being mindful of diverse styles and position levels. Adjusts style to fit the audience and message. Skilled in concise messages.

Problem-solving Skills to identify problems and find solutions, readily acts on challenges; displays a can-do attitude and collaborative approach.

Teamwork Skills to work well with colleagues, management, and clients to make the work environment efficient and enjoyable.

Customer Service Skills to advocate on behalf of clients to more senior management, identifying approaches that meet clients’ needs as well as those of the organization; evaluates emerging opportunities to meet clients’ needs.

REQUIREMENTS:

  • Must possess a paralegal certificate or comparable work experience, with Westlaw or Nexis research knowledge/experience.
  • One to three years’ experience in a trust department, estate planning firm, or related experience is a plus, but not required.
  • Demonstrated problem-solving, decision-making, and communication skills, both written and oral.
  • Ability to work independently.
  • Continuous improvement mindset.
  • Must take initiative to address issues proactively.
  • Proficient with technology including MS Outlook, Excel, and Word.
  • Ability to coordinate and complete multiple tasks in a timely and efficient manner.
  • Knowledge of preneed funeral and cemetery trusts is a plus, but not a requirement.

Company Description

ClearPoint is an industry leader in fiduciary services, investment management, recordkeeping and reporting, with regulatory and compliance expertise. ClearPoint is independently owned and operated, and has been serving funeral homes and cemetery professionals since 1998.