Trust Advisor - Senior

Confidential Company  •  Palo Alto, CA

8 - 10 years experience  •  Accounting, Finance & Insurance

$100K - $140K ($100K - $140K base, Equity)
Posted on 10/02/18 by Peter Ansara
Confidential Company
Palo Alto, CA
8 - 10 years experience
Accounting, Finance & Insurance
$100K - $140K
($100K - $140K base, Equity)
Posted on 10/02/18 Peter Ansara

Why is This a Great Opportunity?

Senior Trust Advisor - Palo Alto, CA -Top Tier Wealth Management Firm

Top Tier Wealth Management Firm seeks Senior Trust Advisor in Palo Alto, CA to serve as subject matter expert on fiduciary advice to the firm's high net worth clientele (5mm-50mm).

This is a front line advisory position with a strong sales component. Solid base salary in addition to profit and performance based bonuses. Excellent benefits package.  

Job Description

The Senior Trust Advisor will collaborate with relationship managers, investment advisors, financial planners and outside centers of influence to retain and grow wealth management relationships. Counsel clients in a fee-based, fiduciary capacity with regards to sophisticated trust and estate issues, wealth planning and other fiduciary services. Extensive client contact.

Qualifications

The ideal candidate will have 8+ years' experience. JD, CTFA or CFP preferred.

Must be US Citizen or Perm Resident

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