Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.
The role focuses on new business development, coordinating with tax, insurance, operations, and investment teams to deliver comprehensive wealth management solutions and service to clients.
#J-18808-LjbffrSenior Wealth Advisor & Client Strategy Leader in seattle at Unknown Company
This position is listed as full time and onsite.