Senior Client Advisor – Wealth & Trust Solutions

Whittier Trust; Pasadena, Northern (CA, KY); Hybrid; USD 140,000 - 200,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability

401(k) with company match

Equity consideration

Job summary

Whittier Trust, the oldest privately owned multi-family office on the West Coast, seeks an experienced professional to grow new business while delivering high‑level client service. You will work with families and their advisors to tailor investment, fiduciary and family office solutions.

The role requires a track record in wealth management, strong relationship skills, and the ability to manage complex client needs.

Qualifications

• Bachelor’s degree from an accredited 4-year university.
• Industry certification – CTFA, CFP, CFA, CPA preferred not essential.
• Advanced degree preferred – JD, MBA, not essential.

Responsibilities

• The position requires a working knowledge of legal documents encountered in trusts, estate planning and finance, including trust agreements, deeds, powers of appointment, powers of attorney, stock powers, assignments, DISCLAIMERS and partnership agreements.
• The position requires a working knowledge of the legal requirements that affect trusts under the Principal & Income Act and Prudent Investor Act, and community and separate property issues under the Family Code.
• New business activities. Call on network contacts and prospects regarding the development of new business for the firm. Achieving calling and new business revenue goals is an essential part of the job and is a top priority.
• Coordinate closely with other company departments (tax, insurance, operations, real estate, investment, and foundations) regarding client matters. Effective communication skills are essential.
• Supervise and instruct others in the processes of opening accounts and closing accounts, transferring and distributing assets, drafting correspondence to clients, clients' families, agents, and professional advisors.
• Participate with the investment officer in client meetings.
• Coordinate with the investment department in the scheduling of clients’ investment performance reviews and monitoring of investment trades.
• Coordinate with operations and tax departments to provide clients or their professionals with appropriate information required for tax filings and the maintenance of accounting records.
• Complete forms, prepare internal documentation, and present periodic account reviews.
• Participation in other internal committees or task forces, such as Client Services or Marketing.
• Provide extensive personal service to clients as required.
• Additional tasks as assigned.

Skills

Client service

Communication

Team player

Detail oriented

Self-starter

Ability to make an impact

Education

Bachelor's degree

CTFA

CFP

CFA

CPA

JD

MBA

Job description

Whittier Trust, the oldest privately owned multi-family office on the West Coast, seeks an experienced professional to grow new business while delivering high‑level client service. You will work with families and their advisors to tailor investment, fiduciary and family office solutions.

The role requires a track record in wealth management, strong relationship skills, and the ability to manage complex client needs.