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Investment, Trust & Estate Advisor

Published: March 7, 2018
Job Order #
Recruiter Name
Linda Noland
Stone and Associates


As an Investment, Trust and Estate Advisor you will be the lead subject matter expert for the Palo Alto Wealth Management team, offering Investment, Trust and Estate Planning expertise to clients.

Strong sales and marketing success is required, support Private Bankers and manage your portfolio of clients.

The Ideal Investment, Trust and Estate Advisor will have the following qualifications:
A Bachelor's degree from an accredited university and 7 years of sales experience in personal trust, investment or financial products. Five years developing and executing sales marketing plans. State life insurance license; or license is obtained within six months of placement into this position. Series 7 and Series 66 Securities License; or licenses are obtained within nine months of placement into this position

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