Senior Wealth Advisor & Trust Client Lead
The Whittier Trust Company
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 #J-18808-Ljbffr The Whittier Trust Company
Vacancy posted 3 days ago
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