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Senior Trust Advisor
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
How to Apply:


Job Location: San Francisco, CA
JOB DESCRIPTION

Job #: 37514
Title: Senior Trust Advisor
Job Location: San Francisco, California - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?

Wealth Management Firm seeks Senior Trust Advisor to serve as subject matter expert on fiduciary advice to the firm`s high net worth clientele (5mm-30mm).

JOB DESCRIPTION

  • Administer complex fiduciary accounts and counsel clients in a fee-based, fiduciary capacity with regard to sophisticated trust and asset structures?
  • No sales goals
QUALIFICATIONS

Requires 7+ years` trust experience within a bank, trust company, multi-family office or RIA. JD and/or CTFA preferred.

Education:
University - Bachelor`s Degree/3-4 Year Degree




How to Apply:


 
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