About this role
Senior Lead Special Needs Trust Advisor at Wf. Location: Pasadena or San Diego or San Francisco. Role: advising clients, managing trusts, overseeing team Requirements: 7+ years fiduciary advisory experience; expertise with special needs trusts, estate planning, fiduciary tax; ability to travel up to 50%; LO regulatory requirements and strong client/partner collaboration. Category: Finance Seniority: Senior Level Certifications: ctfa, jd, ll.m, cfp, lo Commitment: Full Time Workplace: Onsite Languages: English