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Trust Advisor
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
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Job Location: Santa Barbara, CA
JOB DESCRIPTION

Job #: 6059
Title: Trust Advisor
Job Location: Santa Barbara, California - United States
Employment Type:
Salary: $120,000.00 - $155,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Nationwide
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?

Trust Advisor - Santa Barbara, CA - Top Tier Financial Services Firm - Relocation Assistance Available


Top Tier Wealth Management Firm seeks Trust Advisor in Santa Barbara to serve as subject matter expert on fiduciary advice to the firm`s high net worth clientele (5mm-50mm).

This is an excellent opportunity for an estate planning attorney to move away from billable hours while aligning with a brand name organization to service high net worth and ultra high net worth clientele. The role offers work/life balance, a solid career track within the firm and significant income potential.

This is a front line advisory role with a strong sales component. The position offers a solid and stable 6-figure+ base salary in addition to profit and performance based bonuses. Excellent benefits package.

JOB DESCRIPTION

The Trust Advisor will collaborate with relationship managers, investment advisors, financial planners and outside centers of influence to retain and grow wealth management relationships. Counsel clients in a fee-based, fiduciary capacity with regards to sophisticated trust and estate issues, wealth planning and asset allocation. Extensive client contact.

QUALIFICATIONS

The ideal candidate will have 6+ years experience and will have either a JD, CTFA or CFP.




How to Apply:


 
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