Unknown Company

Senior Trust & Wealth Advisor

montecito, ca • Posted 2 weeks ago
Onsite Full Time Audit

Montecito Bank & Trust is seeking a full-time Trust Officer in Montecito, CA to join the Wealth Management team. You will apply deep knowledge of trust and estate matters, investment management, and financial planning to serve high-net-worth clients and their families.

Work is onsite with a focus on fiduciary duties, complex account administration, real estate assets, and cross-functional collaboration with relationship managers and legal/compliance partners.

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Senior Trust & Wealth Advisor in montecito at Unknown Company

This position is listed as full time and onsite.

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