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At Whittier Trust, we aren't just a financial institution, we are trusted partners with a long, rich history of successfully navigating the financial markets to preserve, protect, and enhance our clients' wealth and well-being across generations As the oldest, privately owned, multi-family office headquartered on the West Coast, we operate with the singular focus of providing holistic, top-tier client service and highly personalized investment solutions to ultra-high-net-worth individuals and their families designed to advance and secure their long-term financial legacies and goals.
With a dedicated team of 220 professionals, we serve a community of more than 590 clients and their families, offering a diverse range of services that span investment management, consulting, fiduciary expertise, philanthropic support, and comprehensive family office services. Entrusted with managing approximately $20 billion in private family assets, we approach each client's unique needs with a consultative mindset, customizing solutions for even the most intricate family financial situations.
What sets Whittier Trust apart is our team. We attract professionals who are driven by a genuine passion for serving our clients. Our organization operates with agility and a deep understanding of the evolving requirements of both modern-day entrepreneurs and legacy family members, even those several generations removed from the wealth creators. Our corporate culture is firmly rooted in client-centricity, fostering collaboration, setting high-performance standards, demanding accountability, nurturing a family-oriented ethos, and ensuring long-term career fulfillment. Our remarkably low employee turnover stands as a testament to our team's unwavering engagement and satisfaction in their careers.
This position is based in our West LA office or South Pasadena office.
COVID-19 vaccination or an application for exemption from vaccination is a requirement of employment. Further information will be provided during the application process.
All positions are considered in-person with work from home flexibility on a case by case basis.
Position Summary
The candidate will be a key member of the leadership team responsible for growing and expanding the awareness of Whittier Trust’s high touch service delivery model in the Western region and nationally. The successful candidate will be a seasoned relationship executive or trust officer with a proven business development track record who aligns well with the firm’s culture. Whittier Trust’s culture is one that is performance/accountability driven, client focused, family oriented and supports the long term career satisfaction of its employees.
This is a Client Advisor position for high net worth clients. It involves extensive client contact and a working knowledge of trust and agency account administration including fiduciary accounting, securities, finance, real estate, taxes and estate planning. A high priority goal for this position is the development of new business. This is accomplished by working independently, as well as with staff across the organization, through professional networking and direct solicitation of qualified prospects. The officer should have a strong established network of legal, accounting and other professionals, as well as client prospects. The officer has an assistant and together has total administrative responsibility for a book of accounts, and shares relationship management with an assigned investment officer. The job also requires the ability to travel to call on active clients, referral sources and prospective clients.
PRIMARY RESPONSIBILITIES
DESIRED EDUCATION
DESIRED EXPERIENCE
PERSONAL CHARACTERISTICS
COMPENSATION
A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match.
Base salary range: $140,000 - $200,000.
Full Time
Investment Management
$221k-320k (estimate)
05/10/2023
06/14/2024
whittiertrust.com
NEWPORT BEACH, CA
100 - 200
1989
Private
$10M - $50M
Investment Management
Whittier Trust provides Investment and Wealth Management.