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Licensed Fiduciary Jobs (NOW HIRING)

Fiduciary Benefits Specialist

Phoenix, AZ ยท On-site

$21.75 - $36.50/hr

  • Medical

  • PTO

Licensed Fiduciary with the Arizona Supreme Court Job Contributions * Monitor account balances to ensure continued eligibility for government income entitlements and compliance with resource ...

Fiduciary Benefits Specialist

Phoenix, AZ ยท On-site

$21.75 - $36.50/hr

  • Medical

  • PTO

Licensed Fiduciary with the Arizona Supreme Court Job Contributions * Monitor account balances to ensure continued eligibility for government income entitlements and compliance with resource ...

New

Fiduciary Benefits Specialist

Phoenix, AZ ยท On-site

$21.75 - $36.50/hr

  • Medical

  • PTO

Licensed Fiduciary with the Arizona Supreme Court Job Contributions * Monitor account balances to ensure continued eligibility for government income entitlements and compliance with resource ...

New

Fiduciary Accountant

Naples, FL ยท On-site

$160K/yr

  • Medical

  • Dental

  • Vision

  • PTO

Active CPA license (required). * 5+ years of fiduciary or trust accounting experience in a law firm or trust/estate administration setting. * In-depth knowledge of Forms 706 (Estate Tax) and 709 ...

Fiduciary Advisor

Olympia, WA ยท On-site

$60K - $80K/yr

  • Retirement

  • PTO

Active Series 65 License * Active Life & Health Insurance License * Strong relationship management skills * Strong communication and presentation skills * Public speaking experience * Strong ...

Fiduciary Advisor

Wilmington, DE ยท On-site

$57K - $96K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Fiduciary Advisor within PNC's Private Bank organization, you will be based in Wilmington, DE ... Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Pay ...

Fiduciary Advisor Sr

Cleveland, OH ยท On-site

$112K - $208K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Fiduciary Advisor Sr within PNC's Private Bank organization, you will be based in Cleveland ... Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Pay ...

Fiduciary Advisor Sr

Akron, OH ยท On-site

$80K - $172K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Fiduciary Advisor Sr within PNC's Private Bank organization, you will be based in Cleveland ... Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Pay ...

Fiduciary Advisor Sr

Pittsburgh, PA ยท On-site

$132K - $133K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Fiduciary Advisor Sr within PNC's Fiduciary organization, you will be based in Pittsburgh, PA ... Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s ...

Fiduciary Advisor Sr

Akron, OH

$80K - $172K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Fiduciary Advisor Sr within PNC's Private Bank organization, you will be based in Cleveland ... Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Pay ...

Fiduciary Advisor Sr

Canton, OH

$80K - $172K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Fiduciary Advisor Sr within PNC's Private Bank organization, you will be based in Cleveland ... Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Pay ...

Fiduciary Advisor

Wilmington, DE

$57K - $96K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Fiduciary Advisor within PNC's Private Bank organization, you will be based in Wilmington, DE ... Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Pay ...

New

Fiduciary Advisor

Wilmington, DE ยท On-site

$57K - $96K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Fiduciary Advisor within PNC's Private Bank organization, you will be based in Wilmington, DE ... Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Pay ...

Fiduciary Advisor Sr

Princeton, NJ

$123K - $228K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Fiduciary Advisor within PNC's Private Bank organization, you may be based in Princeton, NJ ... Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Pay ...

New

Fiduciary Advisor Sr

Princeton, NJ ยท On-site

$123K - $228K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Fiduciary Advisor within PNC's Private Bank organization, you may be based in Princeton, NJ ... Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Pay ...

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Showing results 1-20

Licensed Fiduciary information

See salary details

$18

$35

$53

How much do licensed fiduciary jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for licensed fiduciary in the United States is $35.70, according to ZipRecruiter salary data. Most workers in this role earn between $27.88 and $41.83 per hour, depending on experience, location, and employer.

What are some common challenges faced by licensed fiduciaries when managing multiple client accounts?

Licensed Fiduciaries often juggle various responsibilities for several clients at once, including managing assets, ensuring compliance with legal and ethical standards, and maintaining detailed records. One common challenge is balancing the unique needs and preferences of each client while adhering to strict fiduciary duties and deadlines. Effective time management, strong organizational skills, and clear communication are essential to navigate these complexities and maintain trust with clients and stakeholders.

Is it hard to become a licensed fiduciary?

Becoming a licensed fiduciary typically requires meeting specific state or federal licensing requirements, which often include passing exams, completing background checks, and gaining relevant experience or education. The process can be rigorous and may take several months to complete, depending on the jurisdiction and individual qualifications.

What is a licensed fiduciary?

A Licensed Fiduciary is a professional who is legally authorized to manage the financial or personal affairs of another person. They are entrusted with duties such as acting as a guardian, conservator, personal representative, or trustee, and are required to act in the best interests of the person or estate they represent. Licensed Fiduciaries are regulated by state agencies and must adhere to strict ethical and legal standards. Their responsibilities can include managing assets, paying bills, making healthcare decisions, and ensuring that the terms of wills or trusts are followed.

What is the difference between Licensed Fiduciary vs Financial Advisor?

AspectLicensed FiduciaryFinancial Advisor
CredentialsLicensed Fiduciary license, state-specific certificationsSeries 7, Series 66, CFP, or other financial certifications
Work EnvironmentManages trusts, estates, and personal affairs, often in legal or financial institutionsProvides investment advice, financial planning, and portfolio management
Employer & IndustryLegal, trust companies, estate planning firmsFinancial services firms, banks, independent practices
Search & Comparison IntentUnderstanding fiduciary responsibilities and legal authorityFinancial planning, investment strategies, wealth management

The main difference is that Licensed Fiduciaries are authorized to manage trusts and estates with legal fiduciary duties, often requiring specific state licenses. Financial Advisors focus on investment advice and financial planning, typically holding industry certifications. Both roles serve clients' financial needs but operate in different legal and professional capacities.

What are the key skills and qualifications needed to thrive as a licensed fiduciary, and why are they important?

To excel as a Licensed Fiduciary, you typically need a background in finance, law, or accounting, along with state licensure and a thorough understanding of fiduciary responsibilities. Familiarity with trust accounting software, estate planning tools, and compliance management systems is often required. Exceptional organizational skills, integrity, and strong interpersonal communication help build client trust and manage sensitive financial affairs effectively. These competencies are vital to ensure ethical management of assets, legal compliance, and protection of clients' interests.
More about Licensed Fiduciary jobs

What job categories do people searching Licensed Fiduciary jobs look for?

The top searched job categories for Licensed Fiduciary jobs are:

Infographic showing various Licensed Fiduciary job openings in the United States as of August 2026, with employment types broken down into 2% As Needed, 58% Full Time, 37% Part Time, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $74,253 per year, or $35.7 per hour.

Public Fiduciary Guardian Administrator - Bisbee *Underfill May Be Considered*

Cochise County, AZ

Bisbee, AZ โ€ข On-site

$24.04 - $27.40/hr

Full-time

Retirement

Re-posted 23 days ago


Job description

Salary: See Position Description
Location : Bisbee, AZ
Job Type: A Regular, Full Time
Job Number: 030726
Department: Cochise Health & Social Services
Opening Date: 03/26/2026
PUBLIC FIDUCIARY GUARDIAN ADMINISTRATOR - BISBEE
*UNDERFILL MAY BE CONSIDERED*
CLASSIFIED: Position is subject to the provisions of the Merit System Rules pursuant to Arizona Law.
OPENS: Thursday, March 26, 2026
CLOSES: Position is open until filled with applications reviewed upon receipt and may close at anytime.
ANTICIPATED RATE OF PAY: $24.04 to $27.40 hourly dependent upon qualifications, plus a comprehensive benefits package to include membership in the Arizona State Retirement System.
PLEASE NOTE: All positions at Cochise County require a pre-employment background screening.
NATURE OF WORK: Under the active and direct supervision of the Public Fiduciary and guided by the Fiduciary Code of Ethics and Standards of Practice, performs investigation, evaluation, and case management of personal and financial affairs of wards under guardianship and/or conservatorship by the Cochise County Public Fiduciary Office. While performing duties prior to fiduciary licensure, neither the trainee nor the supervising licensed fiduciary may represent the trainee as a licensed fiduciary. Performs other duties as assigned.
Essential Functions
As defined under the Americans with Disabilities Act, may include any of the following tasks, knowledge, skills, and other characteristics. This list is ILLUSTRATIVE ONLY and is not a comprehensive listing of all functions and tasks performed by incumbents of this class.
TYPICAL DUTIES: (Illustrative Only) Under the active and direct supervision of a licensed fiduciary, provides case management for Wards in assigned caseload, establishes and/or monitors the Ward's place of residence to ensure that it is and remains the most appropriate and least restrictive available; ensures the Ward is receiving all medical and financial benefits to which she/he may be entitled; coordinates personal, financial and social matters of the Ward; continues to monitor and evaluate the Ward's situation for the provision of the least restrictive and most appropriate overall management of the Ward's physical, psychological, and financial wellbeing; maintains thorough case notes and records on all assigned Wards; prepares complex reports as needed, gathers appropriate information for the Public Fiduciary to make informed decisions on behalf of the Ward; remains mindful of the County's potential liability in all Ward cases; engages in fiduciary professional development opportunities; maintains security and confidentiality of materials and information; adheres to professional fiduciary standards.
Minimum Qualifications
A Bachelor's Degree in social services, behavioral science, psychology, or closely related field from a regionally accredited institution of higher learning recognized by the US Department of Education; two (2) years of professional experience in a community-based social service agency, behavioral health, long-term care, home health or discharge planning, or a closely related field. Must possess and maintain a valid Arizona driver's license and the ability to be covered by county insurance.
UNDERFILL MINIMUM QUALIFICATIONS: (Underfill candidates may be considered if no fully qualified candidates apply and meet the qualifications for the announced position.) Associate degree from a regionally accredited institution of higher learning recognized by the US Department of Education with one year remaining to obtain Bachelor's Degree; two (2) years of professional experience in a community-based social service agency, behavioral health, long-term care, home health, or discharge planning, or a closely related field. Must possess and maintain a valid Arizona driver's license and the ability to be covered by county insurance.
An equivalent combination of education and/or experience from which comparable knowledge, skills and abilities have been achieved may be considered.
LICENSING: Must possess and maintain current Supreme Court Fiduciary License OR must meet all standards for licensure as a fiduciary but for the lack of required experience, according to Arizona Code of Judicial Administration (ACJA) Section 7- 202. Successful completion of the Fiduciary Licensing test and background check by the Arizona Supreme Court will be required after one year of employment, if not already licensed at time of hire. Maintaining a valid fiduciary license and passing periodic background checks is required for continued employment.
PREFERRED QUALIFICATIONS: Preference may be given to applicants who are bilingual in English and Spanish, in speaking, reading, and writing.
Knowledge, Skills & Abilities
Considerable knowledge and understanding of:
  • Guardianship, Conservatorship and Personal Representative Duties;
  • Public benefits and Social Services;
  • Legal and social service alternatives to fiduciary services;
  • Health care issues relevant to incapacitated adults;
  • Effectively communicating and building a trusting relationship with Wards that may be elderly with dementia, seriously mentally ill or developmentally disabled while maintaining clear professional boundaries;
  • Issues relative to persons who are elderly, mentally ill or developmentally disabled;
  • Fiduciary Professional Code of Ethics;

Working skill in:
  • Working and communicating with confused, belligerent, threatening or frightened clients and their families;
  • Assessment of incapacitated individuals;
  • Computer software for tracking tasks and communicating with care partners to include but not limited to Microsoft Outlook, AdobePro, Outlook, Word and Excel;
  • Research of public benefits, programs and community resources;
  • National Guardianship Standards of Practice.

Ability to:
  • Establish and maintain effective working relationships with employees, other agencies, and the public;
  • Represent to outside agencies and the community, the Public Fiduciary's position on ward's affairs setting aside personal opinion and interests;
  • Communicate effectively, both verbally and in writing;
  • Read, write, and speak English;
  • Follow written and verbal instructions;
  • Problem solve and think of alternatives;
  • Interact effectively with individuals, families, other agencies, and peers;
  • Function well in stressful situations and adapt well to change.

WORK ENVIRONMENT: Work is performed under the active and direct supervision of a licensed fiduciary in a typical office setting with appropriate climate control. Visits to Ward locations may include extended periods of time in homes or storage areas with varied sanitary conditions, unpredictable climate control and ventilation. Required to regularly drive throughout the county and, on occasion, other locations within the state.
PHYSICAL DEMANDS: Essential functions of this position require: lifting, manual dexterity, large motor skills and the ability to communicate.
Medium work: Exerting up to 50 pounds of force occasionally and/or up to 20 pounds of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body; involves sitting only occasionally, walking and standing are required regularly, incumbents may be required to kneel, crouch/squat, crawl, climb, stoop, turn/twist, balance, reach, feel or manipulate with hands.
Mental Application: Utilizes memory for details, verbal instructions, emotional stability, critical thinking, adaptability, and creative problem-solving skills are important. Individual must function well in stressful situations.
Reasonable accommodations will be made for those that are able to perform the essential functions of the job with or without accommodation.
Cochise County is an Equal Opportunity Employer
01
What interests you most about public service?
02
Why are you interested in working for the Public Fiduciary?
03
Are you bilingual in English and Spanish in speaking, read, and writing?
Required Question