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Senior Fiduciary Advisor High-Net-Worth Families

Job in Hartford, Hartford County, Connecticut, 06112, USA
Listing for: KeyBank
Full Time position
Listed on 2025-12-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Job Description & How to Apply Below
Position: Senior Fiduciary Advisor for High-Net-Worth Families
A leading financial institution in Hartford, Connecticut seeks a Fiduciary Strategist to provide advisory services to high net worth clients. The role focuses on delivering fiduciary advice, managing client relationships, and ensuring compliance with internal policies. Candidates should have a strong advisory focus, excellent interpersonal skills, and at least seven years of relevant experience. This position requires a thorough understanding of estate and financial planning, with opportunities to lead and grow client relationships.
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Position Requirements
10+ Years work experience
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