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Remote Fiduciary Jobs (NOW HIRING)

Definiti

Internal Sales Consultant

Erie, PA · On-site +1

Most roles are fully remote, so you need to be comfortable using technology, be productive in a ... PRIMARY DUTIES AND RESPONSIBILITIES • Drive cross-sell of 3(16) fiduciary services into Definiti ...

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Remote Fiduciary information

How much do fiduciary advisors make?

Fiduciary advisors typically earn between $60,000 and $150,000 annually, depending on experience, location, and client base. Senior or specialized fiduciary advisors with certifications like CFP or CFA can earn higher salaries, often exceeding $200,000 with bonuses and commissions. Compensation may also include benefits and performance-based incentives.

How to make $100,000 a year working from home?

A remote fiduciary can reach a $100,000 annual income by gaining relevant certifications, such as a fiduciary or financial advisor license, and building a client base through networking and marketing. Developing expertise in estate planning, trust management, and financial regulations, along with strong communication skills, can help increase earning potential. Consistent client service and expanding your professional reputation are key to higher income levels in this role.

How can I make 2000 a week working from home?

A remote fiduciary can potentially earn $2,000 a week by managing client assets, providing financial advice, or overseeing estate planning, often requiring relevant certifications such as CFP or CFA. Building a client base, gaining experience, and utilizing financial management tools can help increase earnings, but income varies based on workload, expertise, and client volume.

What job makes 10000 a month without a degree?

A remote fiduciary role can potentially pay $10,000 or more per month, especially for experienced professionals managing high-value client assets or estates. Success in this field often depends on certifications, expertise in financial or legal matters, and building a strong client base, rather than formal degrees alone.

What types of clients and daily tasks can I expect to handle as a Remote Fiduciary?

As a Remote Fiduciary, you may work with individuals, families, trusts, or institutional clients, depending on your employer's specialty. Your daily responsibilities could include overseeing investment portfolios, managing estate plans, coordinating with legal and tax professionals, and maintaining detailed records, all while ensuring your actions comply with fiduciary standards and state regulations. The remote nature of the role means you'll frequently use secure online platforms for client meetings and document exchanges. You may also collaborate with financial advisors, accountants, and other team members to support comprehensive client service. This environment offers the flexibility to manage your workflow independently while still engaging in meaningful collaboration.

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

To thrive as a Remote Fiduciary, you need a strong understanding of financial management, investment strategies, legal compliance, and fiduciary responsibility, typically backed by relevant degrees or certifications such as CFP, CPA, or fiduciary training. Proficiency with secure financial software, virtual communication tools, and document management systems is essential for remote operations. Exceptional integrity, attention to detail, strong organizational skills, and the ability to communicate complex information clearly are crucial soft skills. These competencies are vital to build trust, ensure regulatory compliance, and effectively manage clients' financial interests from a remote setting.

What is a Remote Fiduciary job?

A Remote Fiduciary is a professional who manages financial or legal responsibilities for clients while working remotely. Their duties may include overseeing investments, managing trusts, ensuring regulatory compliance, and acting in the client's best financial interests. They typically work for financial firms, legal entities, or independently. This role requires strong financial knowledge, integrity, and often relevant certifications or licenses.

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Remote Fiduciary jobs near you

Fiduciary Accountant (Remote)

White Tiger Connections

Carteret, NJ • On-site, Remote

$70K - $140K/yr

Full-time

Medical, Life, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

This is a remote position.

Fiduciary Accountant

Our client is a rapidly growing, mid-sized law firm seeking an Estates & Trusts Fiduciary Accountant to support its expanding Estates and Trusts practice. This role is ideal for a detail-oriented professional who can manage the preparation and review of formal and informal fiduciary accountings and who brings a structured, analytical approach to complex matters.

While the firm maintains multiple office locations, this position is primarily supported from a Long Island-based hub.

Ideal Candidate

You are experienced in fiduciary accountings, highly organized, and comfortable owning multiple workstreams simultaneously. You enjoy precision-heavy work, communicating with clients and advisors, and improving processes in a modern, technology-forward environment.





Requirements
  • 4+ years of experience preparing and reviewing fiduciary (estate/trust) accountings
  • Bachelor’s degree in Accounting or Tax
  • CPA preferred, not required
  • Prior experience managing engagements
  • Ability to organize and prioritize work.
  • Ability to work independently, but also work well with others.
  • Ability to manage multiple workstreams simultaneously.
  • Strong technology skills (the firm relies heavily on technology because the office is paperless).
  • Prior experience with Thomson Reuters OneSource Fiduciary Accounting software (used to be called Zains) is preferred.
Responsibilities (include but not limited to)
  • Project management of fiduciary accounting engagements
  • Prepare and review Estate and Trust accountings (formal and informal)
  • Prepare and review Trustee and Executor commissions
  • Prepare proposed distributions
  • Coordinate with estate administration teams to support waiver/consent submissions
  • Form 706 preparation
  • Maintain annual accounts and records for estates and trusts
  • Data analytics and structured problem-solving
  • Client communication and coordination with clients’ other advisors
  • Form 1041 preparation is a plus (not required)


Benefits
  • Robust benefits package (life/disability insurance, 401(k) match, health premium support)
  • Flexible work hours and location; option for 100% remote
  • Transparent leadership and communication
  • Support for continuing education, networking, and process improvement
  • Mentorship on technical growth and career advancement
  • Clear path for long-term progression (including a potential partner-track-style trajectory)



To Apply

Please submit:

  • Resume

  • Cover Letter

  • 3 professional references