Trust Advisor Jobs in Hawthorne, CA

The Trust Advisor IV is responsible for managing Ultra High Net Worth relationships, providing insights on trust documents, and overseeing estate planning. This role involves direct collaboration with...

The Trust Advisor III is responsible for managing a book of business by providing insights on trust documents and overseeing estate planning. This role involves direct collaboration with Financial Adv...

The Trust Advisor III serves as a relationship manager for a portfolio of trust accounts, providing insights on trust documents and overseeing estate planning. This role involves business development...

The Trust Advisor III is responsible for managing a book of business by providing insights into trust documents and overseeing estate planning. This role involves direct collaboration with Financial A...

The Trust Consultant is responsible for driving the sales of professional trustee services and donor advised funds by cultivating new trust opportunities with various platform providers. This role inv...

The Senior Trusts & Estates Attorney will join a prestigious law firm in California, focusing on trust administration and sophisticated estate planning for high-net-worth individuals and families. The...

The Senior Trusts & Estates Attorney will join a prestigious law firm in California, focusing on trust administration and sophisticated estate planning for high-net-worth individuals and families. The...

The Trust & Probate Specialist at U.S. Bank is responsible for reviewing and interpreting trust agreements, wills, and other estate planning documents. This role involves coordinating information betw...

The Trust & Probate Specialist at U.S. Bank is responsible for reviewing and interpreting trust agreements, wills, and other estate planning documents. This role involves coordinating information betw...

The Donor Advisor is responsible for managing and implementing a comprehensive fundraising program to enhance and diversify the donor base for the Museum. This role involves researching, cultivating...

The Trust and Estate Administrator is responsible for providing estate administration services, including processing trust and estate gifts, overseeing asset sales, and ensuring compliance with legal...

The Trust Administration Officer II is responsible for administering personal trust accounts, including testamentary and intervivos trusts, under the guidance of the trust team. This entry-level posit...

The Trust Administration Officer II is an entry-level position responsible for administering personal trust accounts, including testamentary and intervivos trusts, under the guidance of the trust team...

The Trust & Estate Litigation Attorney will handle probate litigation cases, requiring a deep understanding of the California Probate Code and Civil Procedure. The ideal candidate will have 3-5 years...

The Trust & Estate Litigation Attorney will handle probate litigation cases, requiring a deep understanding of the California Probate Code and Civil Procedure. The ideal candidate will have 3-5 years...

The Senior Trust Officer will administer Special Needs Trusts for beneficiaries with disabilities, ensuring compliance with legal requirements and working closely with families and professionals. This...

The Wealth Advisor position at California Bank & Trust involves providing financial services to clients and building a strong client base through the bank's referral system. Advisors will have access...

The Vice President, Client Advisor at Whittier Trust is responsible for providing exceptional client service and customized investment solutions for high-net-worth individuals and their families. This...

The Wealth Advisor serves as a key relationship manager, focusing on personalized wealth planning strategies and ensuring high client retention. This role involves onboarding new clients, leading meet...

The Wealth Advisor II partners with Relationship Managers to provide integrated financial services advice, focusing on investment management, trust and estate planning, and insurance services. This ro...

The Art Advisory Specialist in Family Office Solutions partners with Private Wealth Advisors to provide art collection advice and services to Ultra High Net Worth clients. This role focuses on generat...

The Portfolio Manager will serve as an interagency liaison for the DoD and industry, focusing on technology management and engagement with small businesses. This role involves coordinating the AF SBIR...

The Private Wealth Advisor Director provides advisory-based sales and relationship management to attract, retain, and grow a portfolio of client relationships, delivering exceptional client experience...

Trajan Wealth is seeking a seasoned Fiduciary Advisor to join their expanding team in the Los Angeles area. The role involves developing client relationships, conducting financial evaluations, and cre...

The Family Office Design & Governance Strategist is responsible for setting the strategic direction of Family Office Solutions and partnering with Private Wealth Advisors to engage clients on family o...