Senior Family Wealth Fiduciary Advisor; UHNW
Job in
Norwalk, Fairfield County, Connecticut, 06860, USA
Listed on 2025-12-27
Listing for:
KeyBank
Full Time
position Listed on 2025-12-27
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
A financial services firm is seeking a Sr. Fiduciary Advisor to provide advisory services to Ultra High Net Worth clients. This role includes delivering fiduciary advice, managing client relationships, and ensuring compliance with fiduciary responsibilities. The ideal candidate will have experience with high-net-worth clients and a professional designation like JD or CPA. The position offers a competitive salary and the opportunity for significant client engagement.
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Position Requirements
10+ Years
work experience
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