Palo Alto, CA
Industry: Accounting, Finance & Insurance•
8 - 10 years
Posted 75 days agoby 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.
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.
The ideal candidate will have 8+ years' experience. JD, CTFA or CFP preferred.
Must be US Citizen or Perm Resident