VP, Private Wealth Client Advisor

Whittier Trust Company; Pasadena (CA); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

Medical benefits

Dental coverage

Vision coverage

Company 401(k) match

Equity consideration

Job summary

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

Qualifications

• Bachelor’s degree from an accredited 4-year university.
• Industry certification such as CTFA, CFP, CFA, or CPA preferred but not essential.
• Advanced degree (JD or MBA) preferred but not essential.
• Minimum ten to fifteen years in a similar wealth-management role with new business development.

Responsibilities

• Knowledge of trusts, estate planning documents and related agreements.
• Familiarity with Principal & Income Act, Prudent Investor Act, and Family Code issues.
• Develop new business by calling on networks and prospects to meet revenue goals.
• Coordinate with tax, insurance, operations, real estate, investment and foundations on client matters.
• Supervise opening/closing accounts, asset transfers, and client communications.
• Participate with the investment officer in client meetings and reviews.
• Coordinate investment performance reviews and trade monitoring.
• Provide client service and support across departments; participate in committees.

Skills

Business development

Networking

Client relations

Communication

Education

Bachelor’s degree

CTFA/CFP/CFA/CPA certification

JD or MBA (optional)

Job description

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