Top 21 ctfa Jobs in california

Director II, Family Office Solutions
Northern Trust Corp. —San Francisco, CA
- $236,555 - $414,115 a year
- Full-time
- CPA
- 11+ years
- Finance
- Health insurance
- Dental insurance
Trust Officer
Parallel Advisors —Beverly Hills, CA
- $150,000 - $160,000 a year
- Full-time
- Hybrid work
- 7 years
- Senior level
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Personal Trust Officer
Exchange Bank —Roseville, CA
- $71,000 - $139,000 a year
- Mid-level
- Office
- 3 years
Quick Apply
Private Client Advisor II
Bank of America —Walnut Creek, CA
- $100,000 - $275,000 a year
- Full-time
- Background check
- CPA
- Mid-level
Client Advisor
Bessemer Trust Company, N.A. —San Francisco, CA
- $135,000 - $185,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Profit sharing
- Paid parental leave
Fiduciary Officer - San Francisco
First Citizens Bank —San Francisco, CA
- $140,000 - $165,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
Private Wealth Director
Northern Trust Corp. —San Francisco, CA
- $236,555 - $414,115 a year
- Full-time
- CPA
- Finance
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Wealth Strategies Advisor
Bank of America —Los Angeles, CA
- $180,000 - $254,800 a year
- Full-time
- CPA
- 5 years
- Writing skills
Senior Lab Technician - Sterility Assurance
North American Science Associates, LLC. —Irvine, CA
- $18.32 - $28.00 an hour
- Full-time
- Pass drug screening
- Mid-level
- High school diploma or GED
Quick Apply
Financial Planner
Flagstar Bank —Beverly Hills, CA
- $63,251.25 - $121,200.00 a year
- Full-time
- CPA
- English
- Mid-level
- Disability insurance
- Health insurance
Senior Trust Officer
U.S. Bank National Association —San Diego, CA
- $124,355 - $146,300 a year
- Full-time
- CPA
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
Head of Trust & Estate Services
City National Bank —Los Angeles, CA
- $218,782 - $406,300 a year
- Full-time
- Bachelor's degree
- Travel
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Chemistry Technologist / Specialist (NAMSA Talent Building Community)
North American Science Associates, LLC. —Irvine, CA
- $17.79 - $20.00 an hour
- Full-time
- Pass drug screening
- Mid-level
- 3 years
- On-the-job training
Quick Apply
Wealth Director (Business Development Officer)
Franklin Templeton Investments —Los Angeles, CA
- $180,000 - $225,000 a year
- Email
- 8 years
- Business development
- Senior level
- Paid holidays
- Paid time off
Wealth Management Senior Trust Officer
U.S. Bank National Association —Orange, CA
- $111,095 - $130,700 a year
- Full-time
- CPA
- Office
- 8 years
- Paid holidays
- Disability insurance
Sr. Trust Officer - Market Leader
Mechanics Bank —San Francisco, CA
- $170,000 - $260,000 a year
- Full-time
- Office
- Residential
- 3 years
- Free parking
- Commuter assistance

More jobs to discover

Find similar jobs that you might be interested in.

Escrow Manager
Arc CA Escrow —Glendora, CA
Maintain strong relationships with agents, lenders, buyers, and sellers. Support high-level transactions including REO, probate, trust, and residential sales.
$72,000 - $96,000 a year
Quick Apply
12d
Director of Development
Westmark School —Encino, CA
Oversee the independent contractor providing Raisers Edge services. 7+ years of relevant fundraising experience, with direct experience within independent…
$115,000 - $145,000 a year
Quick Apply

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Executive Director, Private Banking
Northwest Bank —Columbus, OH
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency.
Quick Apply
Trust Officer
Midwest Trust Company —Westerville, OH
Asset Management: Partner with Portfolio Managers to develop and implement investment strategies for trust assets in alignment with clients’ risk tolerance,…
Quick Apply

I want to receive the latest job alert for ctfa in california

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

ctfa jobs near california

Director II, Family Office Solutions

Northern Trust Corp. -
San Francisco, CA

Apply Now

Job Details

Full-time
$236,555 - $414,115 a year

Benefits

Caregiver leave
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance

Qualifications

Team leadership
Series 66
Series 7
FINRA License
Practicing in the securities industry

Full Job Description

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

DIRECTOR II, FAMILY OFFICE SOLUTIONS

Leads and cultivates complex Ultra High Net Worth (UHNW) client relationships. Serves as a trusted, strategic advisor and coordinator across all aspects of wealth management for UHNW clients. Drives organic growth through client retention and expansion and sourcing new relationships. Interfaces primarily with C-Suite executives, providing create financial solutions to meet their complex needs.

Cultivates and manages deep, long-term relationships with Ultra-High Net Worth (UHNW) clients, serving as their central point of contact and helping them navigate their complex financial needs.
Develop referrals and leads from internal and external sources including centers of influence working with UHNW clients.
Understands each client’s unique family dynamics, financial goals and philanthropic aspirations.
Works with team of experts to develop and implement customized wealth management strategies for UHNW clients.
Orchestrates specialists to provide holistic financial services including wealth structuring, credit facilities, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services.
Develops tailored meeting agendas and presentations with proactive, targeted advice and a relationship timeline to fulfill client goals in the short, medium and long term.
Reviews accounts to determine the banking, investment and advisory needs of clients; anticipates and creates opportunities for enhancing the client relationships.
Contributes to organic growth by expanding current relationships and sourcing new ones.
Actively participates in the development of new and integrated solutions to meet UHNW client needs.
Brings in experts, when appropriate, and closes deals. Ensures smooth delivery of new services and communicates emerging needs.
Incorporates digital solutions and capabilities to enhance the client experience.

The ideal candidate will benefit from having the following competencies:

In-depth knowledge of Wealth Planning, etc.
Expertise of the UHNW wealth management industry, including competition, usually acquired through formal education and experience.
Knowledge of investments, banking, trust and financial consulting concepts is necessary to identify cross selling opportunities.
Skills in negotiation, leadership and sales are necessary to develop the client and prospect relationships and a partner network.
Highly flexible and adaptable to change.
Interprets internal/external business challenges and recommends best practices to improve products, processes or services.
Communicates difficult concepts and cooperates with others to potentially adopt a different point of view.
Solid, general knowledge of all personal and complex financial planning issues.
Exceptional interpersonal, verbal, written, and presentation skills with ability to influence and negotiate.
Demonstrated sales and business acumen.
Proven track record of building collaborative and long-term relationships

Experience:

15+ years industry experience, including significant experience in relationship management, portfolio management, and/or sales specifically with UHNW clients.
Degree or equivalent in a relevant field (Business Administration, Finance, Economics). MBA or Post-Graduate Degree preferred.
CFP, CPA, CFA, CTFA, CFM certificate preferred.
FINRA Series 7, 66 and Insurance licenses required for position.

Salary Range:

$236,555 - 414,115 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected].

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Apply Now

Refine Your Search

ctfa jobs in california

Director II, Family Office Solutions

Trust Officer

Personal Trust Officer

Private Client Advisor II

Client Advisor

Fiduciary Officer - San Francisco

Private Wealth Director

Wealth Strategies Advisor

Senior Lab Technician - Sterility Assurance

Financial Planner

Senior Trust Officer

Head of Trust & Estate Services

Chemistry Technologist / Specialist (NAMSA Talent Building Community)

Wealth Director (Business Development Officer)

Wealth Management Senior Trust Officer

Sr. Trust Officer - Market Leader

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for ctfa in california

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected