Senior Trust Advisor - Pasadena, California United States - 19717

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JOB DESCRIPTION

Job #: 19717
Title: Senior Trust Advisor
Job Location: Pasadena, California - United States
Employment Type:
Salary: $100,000.00 - $125,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


Senior Trust Advisor - Pasadena, CA

Top Tier Wealth Management Firm seeks Senior Trust Advisor in Pasadena, CA to serve as subject matter expert on fiduciary advice to the firm's high net worth clientele (5mm-50mm). Solid base salary in addition to profit and performance based bonuses. Excellent benefits package. 
 

JOB DESCRIPTION


This is a front line advisory position with a strong sales component. 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.