Jobs at Fiducial

The Market Leader, Wealth & Investment Management role serves as the primary relationship manager and business development lead for a diverse network of ultra-high net worth clients within a specific geographic region. Key responsibilities include managing complex fiduciary trust accounts, reviewing portfolio performance with portfolio managers, and driving growth through community outreach and cross-departmental partnerships. The position requires deep expertise in investment strategies and the ability to navigate legal and compliance frameworks. This opportunity appeals to experienced professionals seeking a leadership position within a culture that values integrity, employee empowerment, and professional development. The role involves a hybrid work arrangement with regular travel to client sites and industry events.

This full-time Senior Estate Administration Attorney role at Steinbacher Goodall & Yurchak supports the Legal & Regulatory Compliance team in managing complex post-death estate and trust matters. Key responsibilities include guiding clients through probate and settlement processes, interpreting wills and trusts, handling tax compliance, and appearing in Pennsylvania courts. The position also involves mentoring junior staff and collaborating with financial professionals to ensure accurate asset distribution. The role appeals to experienced attorneys seeking a supportive culture that values continuous learning and high-quality service. It offers a hybrid work arrangement balancing in-office collaboration with remote flexibility, allowing professionals to deepen their expertise in elder law while making a meaningful impact on families.

This role is a Trusts & Estate Attorney position within a leading full-service regional law firm in Florida. The attorney will draft and implement estate planning documents such as wills and trusts, advise clients on complex wealth transfer strategies, and handle estate administration matters including probate and fiduciary advising. The position requires collaboration with corporate, tax, and litigation teams to provide integrated legal solutions. The firm offers a hybrid work arrangement with flexibility, a supportive culture focused on mentorship and professional growth, and comprehensive benefits including profit sharing and health coverage.

This full-time Senior Bookkeeper role supports the tax team at Lucas Horsfall, a 68-year-old CPA firm within the Ascend network. The position involves managing monthly, quarterly, and annual client bookkeeping, reconciling general ledger accounts, and processing various accounting transactions such as accounts payable and receivable. Key duties include preparing business tax returns, handling 1099 filings, managing payroll access, and performing fiduciary accounting for trust funds. The role offers a hybrid work arrangement from Pasadena or Encino locations and appeals to candidates seeking a collaborative culture with a family feel, flexible PTO, and a strong commitment to professional development and growth.

This senior management role within Schwab Wealth Advisory focuses on delivering personalized, fee-based investment solutions to clients with complex financial needs. The position involves acting as a fiduciary to manage portfolios, create customized financial plans, and mentor junior team members while leveraging a wide range of investment products. The role appeals to professionals seeking to deepen their wealth management expertise within a collaborative culture that values innovation and continuous learning. It offers a hybrid work arrangement that balances in-office collaboration with flexibility, supported by comprehensive benefits including a 401(k) match, sabbatical opportunities, and tuition reimbursement.

This senior tax manager role focuses on the high-net-worth practice within a technology-driven accounting firm, supporting multi-generational family offices. Key responsibilities include preparing and reviewing complex individual, fiduciary, and corporate tax returns while developing comprehensive wealth transition strategies for clients. The position also involves leading and mentoring staff, conducting technical research, and contributing to business development efforts. The opportunity is appealing due to the firm's rapid growth, recognition as a top workplace, and the chance to shape team culture. The arrangement offers a flexible hybrid schedule, excellent benefits, and significant potential for career advancement.

The Sr. Associate, Portfolio Management role supports the Wealth Management Investment Team at FNBO by managing equity and fixed income portfolios for fiduciary accounts. Key responsibilities include constructing diversified investment strategies, conducting securities research, executing trades, and presenting investment performance to clients. The position also involves participating in new business development and ensuring strict compliance with banking regulations. This onsite role appeals to candidates seeking a collaborative environment that fosters innovation and mentorship, offering opportunities for professional growth through a supportive culture and comprehensive benefits.

The Portfolio Counselor role serves as a short-term point of contact within the Private Client Group at a global investment firm, focusing on onboarding high-net-worth new clients. Key responsibilities include partnering with sales professionals to welcome new clients, educating them on investment philosophies, aligning portfolio strategies with client goals, and facilitating asset transfers. The position appeals to candidates seeking a hybrid service and sales environment without cold calling or prospecting, offering ongoing coaching and a collaborative culture. The firm emphasizes professional growth through a customized learning framework and provides comprehensive benefits including full health coverage and a 401(k) match. The role is based on-site within the New Client Conversion group.

The Portfolio Counselor role serves as a short-term point of contact within the Private Client Group at Fisher Investments, focusing on onboarding new high-net-worth clients. Key responsibilities include partnering with sales professionals to welcome new clients, educating them on investment philosophies, aligning portfolio strategies with client goals, and facilitating asset transfers. The position offers an appealing hybrid service and sales environment that eliminates cold calling and prospecting, allowing professionals to leverage their financial planning expertise. The role is supported by a collaborative culture with ongoing coaching, access to internal research teams, and a comprehensive benefits package including paid medical premiums and a 401(k) match.

The Portfolio Counselor role serves as the short-term point of contact for high-net-worth clients within the Private Client Group at a global investment firm. Key responsibilities include onboarding new clients, educating them on investment philosophies, aligning portfolio strategies with client goals, and facilitating asset transfers in collaboration with sales and operations teams. This position appeals to professionals seeking a hybrid service and sales environment that eliminates cold calling and prospecting while offering ongoing coaching and career development. The role features a collaborative culture focused on bettering the investment universe, supported by comprehensive benefits including paid health premiums, a 401(k) match, and generous paid time off.

This 12-month hybrid role serves as a Deal Desk Analyst within the North America Digital Marketing Sales team, focusing on structuring profitable and compliant transactions. Key responsibilities include managing the deal approval process, drafting and certifying customer contracts, and collaborating with cross-functional stakeholders such as Legal and Sales Finance to ensure adherence to revenue recognition policies. The position requires analyzing multi-element agreements and preparing deal status reports for management. The role is appealing for its opportunity to work in a fast-paced environment where the analyst acts in a fiduciary capacity to accelerate deal closures and drive revenue growth. It offers a collaborative culture that values strong problem-solving skills and the ability to build effective relationships across diverse business units.

This 12-month hybrid role serves as a Deal Desk Analyst within the North America Digital Marketing Sales team, focusing on structuring profitable and compliant transactions. Key responsibilities include managing the deal approval process, drafting and certifying customer contracts, and collaborating with cross-functional stakeholders such as Legal and Sales Finance to ensure adherence to revenue recognition policies. The position requires analyzing multi-element agreements and preparing deal status reports for management. The role is appealing for professionals seeking to leverage their finance or accounting background in a fast-paced environment where they can drive process improvements and accelerate sales closures while working with diverse internal teams.

This 12-month hybrid role supports the North America Digital Marketing Sales team by structuring profitable and compliant transactions. The Deal Desk Analyst manages the daily deal approval process, collaborates with sales teams to identify customer needs, and drafts binding sales agreements. Key responsibilities include ensuring adherence to revenue recognition policies, coordinating with cross-functional stakeholders like Legal and Finance, and preparing deal status reports for management. The position offers the opportunity to work in a fast-paced environment with a diverse, inclusive culture while developing expertise in complex contract structuring and financial analysis.

This full-time Managing Director role within EisnerAmper's Financial Advisory Services team leads complex bankruptcy and restructuring engagements for distressed companies and creditor groups. Key responsibilities include developing strategic turnaround plans, managing cross-functional teams for financial analysis and forensic investigations, and serving in fiduciary capacities such as trustee or financial advisor. The position also involves growing the practice through business development, mentoring team members, and representing the firm as an industry thought leader. The role is appealing due to the firm's collaborative culture, multiple workplace awards, and commitment to work-life balance. It offers hybrid flexibility with a preferred location in New York, providing opportunities for professional growth within one of the industry's fastest-growing advisory firms.

The Portfolio Counselor role serves as a short-term point of contact within the Private Client Group at a global investment firm, focusing on onboarding high-net-worth new clients. Key responsibilities include partnering with sales professionals to welcome new clients, educating them on investment philosophies, aligning portfolio strategies with client goals, and overseeing the asset transfer process. The position appeals to candidates seeking a hybrid service and sales environment without cold calling or prospecting, offering a supportive culture with extensive internal resources and personalized career development. The role includes comprehensive benefits such as fully paid health premiums and a 401(k) match, set within an inclusive workplace dedicated to bettering the investment universe.

This Staff Attorney role at Accelerant Law supports a modern estate planning firm serving ultra-high net worth families. The position focuses on drafting core estate documents, administering private trust companies, and assisting with probate and tax filings. The attorney will work closely with senior counsel on sophisticated matters while receiving mentorship in a collaborative environment. The role offers a hybrid work arrangement requiring two days per week in the Nevada office, with flexibility for the remaining time. This opportunity is ideal for a detail-oriented professional seeking meaningful exposure to trusts and estates within a non-traditional, growth-oriented culture.

This Vice President role within J.P. Morgan Asset Management's Multi-Asset Solutions team focuses on developing retirement insights for corporate and public retirement plans. The position involves analyzing proprietary data to identify behavioral trends, serving as a technical expert on retirement planning vehicles, and translating complex research into actionable strategies for financial professionals. Key responsibilities include creating white papers, delivering presentations at industry events, and collaborating with client advisor teams globally. The role appeals to candidates passionate about retirement research and thought leadership, offering a fast-paced environment with significant travel opportunities to engage diverse audiences. It provides a platform to influence retirement outcomes while working alongside a large group of investment professionals managing substantial global assets.

The Field Auditor 3 role within the Arizona Department of Revenue focuses on conducting complex audits for state, county, and city jurisdictions, as well as corporate income tax for multi-state and multinational taxpayers. Key responsibilities include examining financial records to determine tax liabilities, preparing audit work papers and memorandums, representing the department at informal and formal hearings, and ensuring compliance with Arizona tax laws. This position appeals to candidates seeking a mission-driven environment that values public service, continuous improvement, and a culture built on trust and autonomy. The role offers a hybrid work arrangement allowing full-time remote work within Arizona with occasional in-office meetings and up to 35% travel for field audits, supporting a flexible work-life balance.

This full-time Tax Attorney role at Talley Law Group focuses on sophisticated individual tax planning for high-net-worth clients, business owners, and investors in Orange, California. The position requires leading complex income tax strategies involving pass-through entities, closely held businesses, real estate holdings, and California residency planning. Key responsibilities include drafting and executing transactional documentation such as entity formations and deed transfers, integrating estate planning considerations into tax strategies, and conducting deep technical research to support client advisory. The role appeals to attorneys seeking a collaborative environment where they can act as trusted advisors while mentoring junior staff and utilizing modern AI-assisted research tools. This hybrid position requires one day per week in the office with minimal travel, offering a chance to work within an integrated team of legal and accounting professionals.