About this role
Vice President, Client Advisor at Whittier Trust. Location: Menlo Park, California, United States. Role: managing clients, developing business, supervising staff Requirements: 10–15 years in wealth/relationship management with proven new business development, supervisory experience, knowledge of trust and estate documents, bachelor's degree required; CTFA/CFP/CFA/CPA preferred; valid driver’s license and ability to travel. Category: Finance and Accounting Seniority: Senior Level Certifications: ctfa, cfp, cfa, cpa Commitment: Full Time Workplace: Onsite Languages: English