Senior Trust Officer & Wealth Advisor
Fifth Third
Fifth Third Bank is seeking a Trust Officer in Costa Mesa, CA to administer fiduciary accounts and manage client portfolios of moderate complexity. You will provide wealth planning guidance, ensure compliance with governing documents and regulations, and partner with internal and external stakeholders to deliver a superior client experience.
The role requires a Bachelor’s degree and 7 years of trust administration or fiduciary services experience, with opportunities to contribute to business
#J-18808-LjbffrVacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Trust Officer & Wealth Advisor in Costa Mesa, CA vacancy
$96.5k - $207.5k
...Trust Officer### Trust OfficerApply: Newport Beach, CA: Denver, CO: Full time: Posted Today: End... ...complexity. The Trust Officer provides wealth management guidance on standard... ...contact for clients, beneficiaries, and advisors, responding to inquiries and supporting...SuggestedFull timeShift workFifth Third
Costa Mesa, CA2 days ago- ...dedication of our associates .We value Trust, Ownership, Growth, Empathy, Teamwork, Heart... ...over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure... ...Insurance solutions.About the Role:A Senior Wealth Advisor is an experienced financial professional...SeniorImmediate start
- ...Jobot is seeking a qualified Trust & Estate litigator for its Newport Beach office to lead matters end to end, including strategy, budgeting, and timelines. The role requires robust research, writing, and advocacy skills, with experience in motions and depositions. You...SeniorWork at office
Jobot
Newport Beach, CA2 days ago - ...Mercer Advisors Inc. is seeking a Senior Wealth Advisor to deepen relationships with an established base of high net worth clients. You will work with our in-house team of experts to diagnose client needs and propose tailored financial solutions. Our dedicated Sales...Senior
Mercer Advisors
Irvine, CA21 hours ago - ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth... ...impact initiatives for clients. With centralized back‑office services, resources, and technology, our platform...Senior
Beacon Pointe
Newport Beach, CA4 days ago - ...Harris Bank in Newport Beach, CA is seeking a senior relationship manager for high- and ultra-... ...credit strategies and deliver integrated wealth solutions with exceptional service. You... ..., coordinate with professional advisors, and drive profitability while managing risks...Senior
BMO Harris Bank
Newport Beach, CA3 days ago - ...Fifth Third Bank is seeking a Senior Risk Advisory Consultant to deliver advanced insurance and risk-management advice within holistic wealth planning. You will partner with Wealth Advisors and Strategists to identify client risks, design strategies, and coordinate implementation...Senior
Fifth Third
Newport Beach, CA4 days ago $124k - $335k
...Description & SummaryThe OpportunityAs an International Tax Services - Senior Manager, you will provide strategic advice and guidance to... ...evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the...SeniorFull timeH1bShift workPwC
Irvine, CA21 hours ago- ...industry together. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you... .... We believe in the importance of in-office collaboration and fully intend for the selected... ..., continuous learning, and a culture of trust and collaboration—so you can build the...SeniorWork at office
Charles Schwab
Irvine, CA1 day ago - ...Goldman Sachs Ayco is seeking a seasoned wealth planning professional to educate and support Wealth Advisors in designing and implementing sophisticated wealth transfer and tax-advantaged strategies for executives, entrepreneurs, and high net worth clients. You will partner...Senior
The Goldman Sachs Group
Newport Beach, CA3 days ago $121.44k - $154.84k
...0As a Financial Due Diligence Senior Associate, you’ll focus on middle... ...days per week, either at a GT office or client site. • Here, you... ...business more personal and building trust into every result – for our... ...services ― and Grant Thornton Advisors LLC (not a licensed CPA firm),...SeniorWork experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per weekGrant Thornton
Newport Beach, CA23 hours ago- ...ERM is seeking a Senior Consultant for Air Quality Compliance Engineering or Science in Irvine, CA. The role focuses on advising clients... ...working knowledge of Title V, RECLAIM, and local air districts, with strong MS Office skills and travel readiness. #J-18808-Ljbffr...SeniorLocal area
Environmental Resources Management
Irvine, CA21 hours ago $125k - $130k
...are being used by physicians across the world, and we have 13 offices in 11 countries – and counting. We introduced one of the first... ...story? Don't hesitate, come and join us! About This Opportunity – Senior Regulatory Affairs Specialist On this role, the Senior...SeniorWork at officeBalt USA
Irvine, CA2 days ago- Talently, a respected boutique CPA firm in California, is seeking a Senior Tax Manager. This role moves you from reviewer to trusted advisor for families and business owners, with real ownership of a diverse client base and direct access to firm leadership. This is a tax...SeniorFlexible hours
$115k - $140k
...contribution to health care worldwide, with trust, transparency and appreciation. That's... ...Medical, visit Position Summary The Senior QA Specialist – Sterilization provides... ...disabilities. Work is primarily performed in office and laboratory settings, with occasional...SeniorFor contractorsWork at officeWorldwideRelocationShift workB. Braun
Irvine, CA1 day ago$79k - $125k
...hardworking, self-starter to join the Armanino’s CFO Advisory team. This is the perfect position for someone who enjoys being a trusted advisor to clients, is a resourceful self-starter and wants to join a fast-paced and challenging environment. Job Responsibilities...SeniorFull timeContract workWork experience placementLocal areaFlexible hoursArmanino
Irvine, CA21 hours ago- ...Business Administration (MBA), or other relevant advanced degree.Professional certifications such as Certified U.S. Export Compliance Officer (CUSECO) or Certified Customs Specialist (CCS).Experience preparing voluntary self‑disclosures and supporting CMMC assessments,...SeniorFor contractors
Karman Space & Defense
Huntington Beach, CA4 days ago $90k - $127k
...Senior Specialist, Regulatory Affairs THV job at Edwards Lifesciences. Irvine, CA. Make a meaningful difference to patients around the world. From design to production, our Regulatory Affairs teams help guide our innovative technologies through complex domestic and international...Seniorkozmetickesluzby.vecnakraska.sk - Jobboard
Irvine, CA4 days ago$95.55k - $195.25k
Position Summary The Tax Transformation Office serves Deloitte Tax, focused on Service... ...do As a Tax Strategy and Transformation Senior Consultant supporting Transformation in... ...Flowthroughs, Individuals, Estates & Trusts, and Indirect Tax services, as well as cross...SeniorWork at officeLocal areaVisa sponsorshipDeloitte
Costa Mesa, CA1 day ago- ...Baker Tilly in Irvine, CA is seeking an International Tax Senior Manager to join our growing global practice. You will lead multi-jurisdictional tax engagements, providing strategic guidance on cross-border planning and compliance, and mentor a team across the Baker Tilly...SeniorWorldwide
Baker Tilly (US)
Irvine, CA4 days ago - ...Baker Tilly in California is seeking an International Tax Senior Manager focused on high net worth clients to join our growing International... ...Tax practice. Must be located in California near a Baker Tilly office—Southern California preferred. Our team spans the U.S. and...SeniorWork at office
Baker Tilly US
Irvine, CA2 days ago $124k - $280k
...of achieving appropriate standards of control, efficient back office opportunities and support to the business through insight and... ...team environmentManage client relationships and serve as a trusted advisor across finance transformation initiativesSolve complex business...SeniorFull timeH1bPwC
Irvine, CA2 days ago$129k - $238k
...planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit and other appropriate services.... ...Ability to train and present to small and large audiences of senior and executive level professionals.Proven business development...SeniorImmediate startColumbia Banking System
Irvine, CA2 days ago$92k - $138k
...California, and follows an onsite work model. No travel is required.The Senior Regulatory Affairs Specialist serves as a regulatory subject-... ...with disabilities to perform the essential functions. For Office Roles: While performing the duties of this job, the employee is...SeniorFull timeH1bWork at officeLocal areaImmediate startFlexible hoursMedtronic
Irvine, CA21 hours ago$77k - $214k
...our careers, now and in the future.As a Senior Associate, you'll work as part of a team... ...to lead the way as technology-enabled tax advisors who provide significance through digitization... ...thoughtfully to establish a secure and trusted workplace for all.SummaryLocation: NY-New...SeniorFull timeH1bLocal areaPwC
Irvine, CA3 days ago- ...4400 MacArthur Blvd. Job Family Group: Wealth Sales & Service Develops, manages, retains... ...with an objective of becoming their trusted advisor. Develops relationship with client's professional... ...banking needs. Makes recommendations to senior leaders on strategy and new initiatives,...SeniorWork at officeShift work
Bank N.A.
Newport Beach, CA2 days ago - ...Job Description Job Description Wealth Advisor / Future Equity Partner Location: Orange County, CA (Preferred) | Los Angeles | San... ...~ CFP designation preferred ~ RIA, private wealth, family office, or independent advisory background preferred Preferred Book...SeniorWork at office
MRISpokane
Newport Beach, CA26 days ago - Kelly Science and Clinical FSP is currently seeking a Regulatory Affairs Specialist II for a long term engagement in Irvine, CA with one of our Global clients. This person will join our Kelly FSP (Functional Service Provider) division, a managed solution provider and business...SeniorFull timeLocal areaWorldwide
$140.9k - $216.2k
...Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for an International Tax Senior Manager to join our growing International Tax practice, ideally located in the West Region but open to locations! Our International...SeniorLocal areaWorldwideBaker Tilly Advisory Group, LP
Irvine, CA21 hours ago$124k - $280k
...technology-enabled transformation. As a Senior Manager you will lead large projects, shape... ...improvements, and serve as a strategic advisor through complex situations, using sound judgment... ...thoughtfully to establish a secure and trusted workplace for all.Applications will be...SeniorFull timeH1bPwC
Irvine, CA3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Trust Officer & Wealth Advisor. Be the first to apply!
Related searches
- financial advisor associate Costa Mesa, CA
- financial planning associate Costa Mesa, CA
- financial consultant Costa Mesa, CA
- finance associate Costa Mesa, CA
- associate leveraged finance Costa Mesa, CA
- project finance associate Costa Mesa, CA
- financial planning administrator Costa Mesa, CA
- associate corporate finance Costa Mesa, CA
- financial planner Costa Mesa, CA
- financial planning assistant Costa Mesa, CA