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 Trust Advisor

Details
Country: USA
Location: CA Santa Monica
Total applied: 2

Job Type: Employee
Job Status: Full Time

Trust Advisor

Company Description: Our Client is the Los Angeles arm of a wealth management firm that provides customized private banking, investment management, and financial planning services to wealthy individuals, their families, and their businesses.

Responsibilities:
Based out of an office on the Westside, you will be responsible for developing and managing their trust business with existing clients of the organization, as well as developing new relationships with outside CPAs and T and E attorneys. This is a ground floor opportunity within the organization and you will be a key member of staff on the team. You will participate in the trust management committee.

Requirements:
You must have a minimum of 10 years experience in trust administration and new business development. You must have extensive knowledge of fiduciary laws and estate planning. You will ideally have a JD, MBA or CTFA.

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