Vice President, Client Advisor
The Whittier Trust CompanyLos Angeles, California, United States
Posted February 26, 2025
140000 - 200000 USD year
Full Time
About the Company
The Whittier Trust Company, founded in 1935, is the longest‑standing multi‑family office on the West Coast, with offices across California, Nevada, Oregon, Washington, and Texas. The firm delivers a full spectrum of family office and concierge services, including wealth management, trust administration, investment management across all asset classes, and real‑estate advisory. Its philanthropic arm offers expertise in planned giving and nonprofit strategy, while portfolio managers provide comprehensive, customized investment solutions. Whittier Trust’s longevity, integrated service model, and deep regional presence distinguish it as a trusted partner for families and legacy planning.
Job Description
Whittier Trust is seeking a Vice President, Client Advisor to join their team. The ideal candidate will have a strong track record in new business development, excellent communication skills, and a client-focused approach. The position offers a competitive compensation package, including base salary, performance bonus, and benefit plans.
Requirements
- Working knowledge of legal documents encountered in trusts, estate planning and finance
- Working knowledge of the Principal & Income Act and Prudent Investor Act, and community and separate property issues under the Family Code
- Ability to identify and build relationships with qualified prospects
- 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
Benefits
- Competitive base salary
- Performance bonus
- Benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match