Senior Trust & Estates Counsel for Wealth Clients

L5

first americanSanta Ana, CAyesterday
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
Apply now
Apply now

Level

SeniorL5

Location

Santa Ana, CA

Occupation

Personal Financial Advisors

Industry

Trust, Fiduciary, and Custody Activities

Posted

yesterday

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