Whittier Trust, the oldest privately owned multi-family office on the West Coast, seeks an experienced wealth-management professional. You will build relationships with legal, accounting and insurance professionals while driving new business development and coordinating across tax, operations, and investments to serve high-net-worth families.
You will lead client meetings, supervise account openings and asset transfers, and contribute to a client-focused team culture anchored in integrity and
#J-18808-LjbffrVP, Private Wealth Client Advisor in pasadena at Unknown Company
This position is listed as full time and onsite.