Senior Client Advisor, Wealth Management & Growth

Whittier Trust Company; Reno (NV); On-site; USD 130,000 - 220,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) with company match

Performance bonus

Job summary

A multi-family office in Reno, NV is seeking a candidate with extensive experience in business development while supervising client accounts. The ideal applicant will have at least 10 years of relevant experience, exceptional client service skills, and the ability to communicate effectively. Competitive compensation includes a base salary ranging from $130,000 to $220,000 plus bonuses and benefits. The role emphasizes collaboration with legal and financial professionals to tailor solutions for clients.

Qualifications

• Ten to fifteen years of experience in a similar role with a successful track record in new business development.
• Established network of legal, accounting, and insurance professionals.
• Successful experience in a supervisory role.

Responsibilities

• Develop new business activities through networking and client relationships.
• Coordinate with different departments regarding client matters.
• Supervise processes related to client accounts.

Skills

Client service focus

Effective verbal and written communication skills

Meticulous attention to detail

High integrity with a diligent work ethic

Highly organized with good time management skills

Education

Bachelor’s degree from an accredited 4-year university

Industry certification – CTFA, CFP, CFA, CPA

Advanced degree preferred – JD, MBA

Job description

A multi-family office in Reno, NV is seeking a candidate with extensive experience in business development while supervising client accounts. The ideal applicant will have at least 10 years of relevant experience, exceptional client service skills, and the ability to communicate effectively. Competitive compensation includes a base salary ranging from $130,000 to $220,000 plus bonuses and benefits. The role emphasizes collaboration with legal and financial professionals to tailor solutions for clients.