- 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.
- 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
- Minimum ten-fifteen years' experience in a similar role with a successful track record in new business development.
- Superior ability to identify and build relationships with qualified prospects and a proven outstanding business development track record
- Established network of legal, accounting and insurance professionals in the area and surrounding communities.
- Successful experience in a supervisory role.
- Background in wealth management, client administration, and portfolio management or foundation services.
- Strong people skills
- Client service focus
- Effective verbal and written communication skills
- High integrity with a diligent work ethic
- Team/people-oriented
- Highly organized with good time management skills
- Meticulous attention to detail
- Valid driver's license and the ability to travel by airplane.
-
Client Advisor
3 weeks ago
Officine Panerai Costa Mesa, United StatesReference Code: 100595**Client Advisor**: · - Costa Mesa, CA, US- PermanentFounded in 1860 in Florence as a workshop, shop and subsequently school of watch-making, Panerai is renowned for producing high-precision instruments for the Italian Navy with a pulse on innovation and fun ...
-
Client Advisor
2 weeks ago
Giorgio Armani Corporation Cerritos, United States Full timeClient Advisor | A|X Los Cerritos | Part-Time · As an associate with Giorgio Armani Corporation, you will be part of a **diverse team**, who you will work with to **drive sales** and provide an **excellent client experience** that represents the brand. Your ability to combine **e ...
-
Client Advisor
2 weeks ago
Giorgio Armani Corporation Cerritos, United States Part timeClient Advisor | A|X Los Cerritos | Full-Time · As an associate with Giorgio Armani Corporation, you will be part of a **diverse team**, who you will work with to **drive sales** and provide an **excellent client experience** that represents the brand. Your ability to combine **e ...
-
Client Advisor
3 weeks ago
International Search Consultants Newport Beach, United StatesClient Advisor/Fiduciary Advisor · South Pasadena, CA and Newport Beach, CA · ISC's team of Financial Services Recruiters are partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity. They are looking to add key players to t ...
-
Client Advisor
3 weeks ago
Richemont Costa Mesa, United StatesAt Panerai Americas, We are proud to employ talent from many different backgrounds, experiences, and identities. We believe that when diversity and inclusion are fully embraced and empowered, creativity and knowledge emerge to deliver excellence. We continue to work towards creat ...
-
Client Advisor
3 weeks ago
Fendi Italia Srl Costa Mesa, United StatesReference: · Reference: · FEND03475 · Job title: · As a Fendi Client Advisor, you will be accountable for providing outstanding customer service and for exceeding assigned sales goals. By building meaningful relationships with your clients, you will become an expert on their e ...
-
Client Advisor
2 weeks ago
courrèges Costa Mesa, United StatesCourrèges · Founded in 1961 by André and Coqueline Courrèges, the Courrèges house revolutionised the world of fashion and design. Movement, purity, colour, light... such are the hallmarks and distinctive style that Courrèges began asserting as early as 1965 with the emphasis on s ...
-
Client Advisor
1 week ago
MONCLER S.P.A. Costa Mesa, United States Part timePOSITION OVERVIEW: · Create an exceptional client experience by way of advising clients in making purchases that satisfy their needs, desires and personal style. Create the ultimate client experience that will cultivate client relationships that are maintained, while achieving/ex ...
-
Client Advisor
1 week ago
Jil Sander Costa Mesa, United States Full timeClient Advisor - South Coast Plaza · JIL SANDER, the high-end luxury brand, is the epitome of modernity and sophistication. Its unconditional dedication to contemporary design combines elegance and purity with innovative materials and exceptional craftsmanship. · The refinemen ...
-
Client Advisor
3 weeks ago
Courrèges Costa Mesa, United StatesCourrèges · Founded in 1961 by André and Coqueline Courrèges, the Courrèges house revolutionised the world of fashion and design. Movement, purity, colour, light... such are the hallmarks and distinctive style that Courrèges began asserting as early as 1965 with the emphasis on ...
-
Client Advisor
3 weeks ago
Courrèges Costa Mesa, United StatesCourrges · Founded in 1961 by Andr and Coqueline Courrges, the Courrges house revolutionised the world of fashion and design. Movement, purity, colour, light... such are the hallmarks and distinctive style that Courrges began asserting as early as 1965 with the emphasis on struc ...
-
Client Advisor Miu Miu South Coast Plaza
3 days ago
Prada Costa Mesa, United StatesFounded in 1913 in Italy, the Prada Group was built on a tradition of excellence and with a vision of innovation. The Group, a world leader in the luxury sector, operates in more than 45 countries with the PRADA, Miu Miu, Church's and Car Shoe brands, and has employees of over 10 ...
-
Giorgio Armani Corporation Costa Mesa, United States Full timeClient Advisor | A|X South Coast Plaza | Full-Time · As an associate with Giorgio Armani Corporation, you will be part of a **diverse team**, who you will work with to **drive sales** and provide an **excellent client experience** that represents the brand. Your ability to combin ...
-
Automotive Client Advisor
2 weeks ago
Capistrano Volkswagen San Juan Capistrano, United StatesLooking for a job by the beach, working with great teammates and customers? Capistrano Volkswagen is looking for an all level Client Advisor's, If you have great people skills and enjoy the automotive field, this could be a great career opportunity for the right person. Seasoned ...
-
Client Advisor
3 weeks ago
VinFast Huntington Beach, United StatesCategory · Retail · Number of Openings · 3 · Location · Huntington Beach - Pacific City · Full-Time/Part-Time · Full-Time · Exempt/Non-Exempt · Non-Exempt · Description · Retail/instore role located at 21010 Pacific Coast Hwy Huntington Beach, CA 92648. Full time opportuniti ...
-
GUCCI Client Advisor
3 weeks ago
Kering SA Costa Mesa, United StatesGUCCI Client Advisor - Costa Mesa - Future Opportunities page is loaded · GUCCI Client Advisor - Costa Mesa - Future Opportunities · Apply · locations · COSTA MESA · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · R129812 · Summary · If you ...
-
Client Advisor
4 days ago
VinFast Huntington Beach, United StatesCategory · Retail · Number of Openings · 3 · Location · Huntington Beach - Pacific City · Full-Time/Part-Time · Full-Time · Exempt/Non-Exempt · Non-Exempt · Description · Retail/instore role located at · 21010 Pacific Coast Hwy Huntington Beach, CA Full time opportunities ...
-
Client Advisor
2 weeks ago
VinFast Huntington Beach, United StatesCategory · Retail · Number of Openings · 3 · Location · Huntington Beach - Pacific City · Full-Time/Part-Time · Full-Time · Exempt/Non-Exempt · Non-Exempt · Description · Retail/instore role located at 21010 Pacific Coast Hwy Huntington Beach, CA 92648. Full time opportuniti ...
-
Senior Client Advisor
23 hours ago
Isabel Marant Costa Mesa, United StatesISABEL MARANT · Having founded her label in 94, Isabel Marant instantly became renowned for her pioneering and cosmopolitan spirit bringing self-affirmation and feel good effect to her dgaine... · We run on desire. To see, to scent, to feel it all. We overflow with life, so we ...
-
GUCCI Client Advisor
3 weeks ago
Kering Costa Mesa, United StatesSummary · If you are a Dream-maker, this is the place for you. Together, we'll create the real fabric of Gucci. A community of people united by the same passion: breaking new ground in the fashion world and beyond. · Job Description · Role Mission · The Gucci Client Advisor i ...
Vice President, Client Advisor - Newport Beach, CA, United States - Whittier Trust
Description
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 manages 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#J-18808-Ljbffr
