Sr. Relationship Advisor, Manager

What you’d do

Manages a base of wealth management clients, working with them and their professional advisors to understand goals and provide advice on trust, tax, estate planning, and investment matters. Full time. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• Knowledge of fiduciary duties and trust and tax law
• Estate planning and financial planning expertise
• Asset management and prudent investment principles
• Ability to explain complex concepts in non-technical terms