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Trust Advisor

Attention! This job posting is 34 days old and might be already filled.
Published: November 6, 2017
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Recruiter Name
Sarah Ogden
Stone and Associates


As the SME on all things Trust related, you will work hand in hand with internal wealth management partners throughout the Bay Area. Develop new business by leveraging your relationships with Trust Attorneys and CPAs. Meet with clients and prospects acting as the Relationship Manager, consulting on a broad array of wealth planning issues. Be the fiduciary resource for wealth management clients.

Bachelor's degree from an accredited university
8 years of business development experience in trust administration

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