Senior Wealth & Trust Advisor High-Net-Worth Clients
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-01-24
Listing for:
Bank of America
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant, Financial Services
Job Description & How to Apply Below
A leading financial institution is looking for a professional to manage fiduciary and investment management accounts for high-net-worth clients in Newport Beach. The role involves overseeing trust account administration and business development while engaging with clients to meet their wealth planning needs. Required experience includes five years in trust administration and expertise in fiduciary law. The position offers a competitive salary range of $98,100 - $210,000 annually, along with discretionary incentives and industry-leading benefits.
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Position Requirements
10+ Years
work experience
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