Senior Wealth Advisor & Trust Client Lead
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Whittier Trust is seeking a senior trust officer/relationship executive to grow awareness of its high-touch wealth management model for high-net-worth clients. Travel to call on active clients and prospects; collaborate with internal teams on fiduciary, investment, and estate planning services.
The ideal candidate has a deep network of legal, accounting and insurance professionals, 8–12 years in wealth management, and a strong history of new business development within the region; JD/MBA or
Step into the Senior Wealth Advisor & Trust Client Lead role at The Whittier Trust Company in Austin, TX, United States and grow with us.
This posting is for the Senior Wealth Advisor & Trust Client Lead role at The Whittier Trust Company, based in Austin, TX, United States.
We are looking to fill the Senior Wealth Advisor & Trust Client Lead position at The Whittier Trust Company in Austin, TX, United States.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).