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Senior Family Wealth Fiduciary Advisor; UHNW
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-16
Listing for:
KeyBank
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor
Job Description & How to Apply Below
Location: New York
A financial services organization is seeking a Sr. Fiduciary Advisor in Plymouth Meeting to manage fiduciary responsibilities for Ultra High Net Worth clients. This role involves delivering sophisticated advisory services, client relationship management, and ensuring compliance with fiduciary regulations. Candidates should have a background in tax, investment, and estate planning, with excellent communication skills. The position offers a competitive salary ranging from $94,000 to $175,000 based on experience.
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Position Requirements
10+ Years
work experience
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