Senior Wealth Strategist — Family Office & Trust Expert
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Preferred Legacy National Trust Bank seeks a Senior Wealth Strategist to manage high-net-worth client relationships and lead trust and estate administration. You will collaborate with the advisory team to tailor planning and implement strategies while driving new business referrals within the family of companies.
This role reports to the CEO and Vice-Chairman. You will maintain compliance with trust documents, oversee estate accounts, and provide proactive service to preserve wealth across
The following opportunity is for a Senior Wealth Strategist — Family Office & Trust Expert with Carr, Riggs & Ingram.
The following role is for a Senior Wealth Strategist — Family Office & Trust Expert with Carr, Riggs & Ingram.
Our organisation is growing, and we are hiring a Senior Wealth Strategist — Family Office & Trust Expert in Summerville, SC, United States.
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