Senior Trust Advisor - San Francisco, California United States - 37514



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

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