Jobs & Careers

To place your online job posting please contact Adam Strominger via phone at (212) 462-3653 or e-mail him here.

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Wealth Management Sales, Indiana 

Uncapped incentive! The long and short of it is our client will pay for performance. Leading financial institution who has the lion share in their market seeks someone to sell trust, investment management, and financial planning to high net worth individuals....

Senior Trust Administrator need for a Palm Beach Trust Company 

Trust New Business Officer (Florida East Coast) 

Trust Department Head 

Trust New Business Officer (Naples, Florida) 

Trust Investment Officer 

Southeast. Trust department seeks T.I.O. with equity and portfolio management experience. Must have excellent customer relation skills....

Note from the Editor

Rorie Sherman, Editor in Chief

Trusts & Estates is the town center where experts who serve the ultra-wealthy's planning needs gather to gain insight into their specialties and to learn about related professions. This community includes attorneys, fiduciaries, accountants, investment advisors, charitable giving specialists, family office executives, insurance agents and valuation experts.... More about us

Tech Center

Don Kelley's Tech Review

Trusts & Estates magazine is pleased to present the monthly Technology Review by Donald H. Kelley -- a respected connoisseur of software and Internet resources wealth management advisors use to further their practices.

View Past Tech Review Newsletters

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