first americanSanta Ana, CA
Senior Trust & Estates Counsel for Wealth Clients
Senior Trust & Estates Counsel for Wealth Clients
Senior Trust & Estates Counsel for Wealth Clients
first americanSanta Ana, CA
yesterday
Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsPortfolio Management and Investment Advice
Apply for this role →First American is seeking a Relationship Manager, Trust Counsel to serve as a trusted adviser on complex trust and estate matters for high-net-worth individuals and fiduciaries. You will guide estate settlement, wealth transfer strategies, and regulatory compliance while coordinating with trustees, financial professionals, and tax advisors.
The role emphasizes deep knowledge of fiduciary practices, client advisory skills, and the ability to balance objectives with risk across multiple matters in
Also on the board Same function, level within a rung
Level
Senior
Location
Santa Ana, CA
Occupation
Personal Financial Advisors
Industry
Trust, Fiduciary, and Custody Activities
Posted
yesterday