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-LjbffrSenior Wealth Advisor & Trust Client Lead in austin at Unknown Company
This position is listed as full time and onsite.