Top 154 Financial advisor Jobs in Novato, Ca

Trust Officer
BANK OF MARIN —Novato, CA
- $99,487 - $146,615 a year
- Full-time
- CPA
- 5 years
- Office
- Profit sharing
- Health insurance
Quick Apply
12d
Financial Solutions Advisor Registration Candidate- North Bay Market
Bank of America —San Rafael, CA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Financial Advisor
Equitable Advisors —San Francisco, CA
- $39,000 - $125,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Profit sharing
- Health savings account
Quick Apply
Entry Level - Wealth Management Associate
Equitable Advisors —San Francisco, CA
- $39,000 - $125,000 a year
- Full-time
- Sales
- Office
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
Investment Analyst
SYUFY ENTERPRISES —San Rafael, CA
- $108,300 - $133,700 a year
- Email
- Microsoft Word
- Microsoft Excel
- Research
- Paid time off
- 401(k) matching
Senior Wealth Advisor
Current —San Francisco, CA
- $150,000 - $600,000 a year
- Full-time
- Remote
- Business development
- Mentoring
- Financial services
- Disability insurance
- Health insurance
Asset & Wealth Management, Private Family Office, Financial Planner, Associate - San Francisco
Goldman Sachs —San Francisco, CA
- $75,000 - $160,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Disability insurance
- Health insurance
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - San Francisco
Goldman Sachs —San Francisco, CA
- $60,000 - $125,000 a year
- Full-time
- Office
- Bachelor's degree
- Organizational skills
- Disability insurance
- Health insurance
Financial Solutions Advisor- North Napa Financial Center
Bank of America —Napa, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Financial Planning Associate (Hybrid)
Perigon Wealth Management —San Francisco, CA
- Hybrid work
- Microsoft Excel
- Research
- Finance
- Dental insurance
- 401(k)
Financial Consultant - Berkeley, CA
Fidelity Investments —Berkeley, CA
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Mentoring
- Loan repayment program
- Health insurance
12d
Investment Consultant - Marin, CA
Fidelity Investments —Larkspur, CA
- $59,000 - $74,000 a year
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
- Loan repayment program
- Health insurance
5d
Financial Solutions Advisor - Corte Madera Financial Center
Bank of America —Corte Madera, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Associate, Client Advisory
Jordan Park Group —San Francisco, CA
- $125,000 - $150,000 a year
- Mid-level
- 3 years
- Finance
- Commuter assistance
- Health insurance
Financial Solutions Advisor Registration Candidate - Mira Vista Financial Center
Bank of America —Richmond, CA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Associate Financial Advisor
Northrock Financial Services LLC —Berkeley, CA
- $133,000 - $183,000 a year
- Full-time
- 7 years
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
Asset & Wealth Management - Private Wealth Advisor - San Francisco
Goldman Sachs —San Francisco, CA
- $75,000 - $270,000 a year
- Full-time
- Office
- Business development
- Analysis skills
- Disability insurance
- Health insurance
Senior Wealth Advisor
Beacon Pointe Advisors LLC —San Francisco Bay Area, CA
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
Retirement Plan Advisor
Empower Annuity Insurance Company of America —San Francisco, CA
- $86,600 - $122,375 a year
- Remote
- Microsoft Word
- Mid-level
- 3 years
- Paid parental leave
- Paid holidays
Financial Representative Entry Level
Northwestern Mutual - San Francisco —San Francisco, CA
- $65,000 - $85,000 a year
- Full-time
- Hybrid work
- 18 years or older
- High school
- Office
- Profit sharing
- Health insurance
Quick Apply

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Trust Officer

BANK OF MARIN -
Novato, CA

Quick Apply

Job Details

Full-time
$99,487 - $146,615 a year
12 days ago

Benefits

Profit sharing
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Vision insurance
Opportunities for advancement

Qualifications

Customer relationship building
Fiduciary duties
Customer relationship management
Productivity software
Account management
Wills, trusts & estate law

Full Job Description

Bank of Marin is seeking an experienced Trust Officer to join our Wealth Management & Trust team. This role is responsible for managing and growing a portfolio of fiduciary and agency relationships while delivering exceptional service to clients, beneficiaries, and professional advisors.

As a Trust Officer, you will serve as a trusted advisor to high-net-worth individuals, families, trusts, and estates, providing fiduciary oversight, relationship management, and coordination of comprehensive wealth management solutions. The ideal candidate combines strong trust administration knowledge with excellent relationship management and business development skills.

This position offers the opportunity to work closely with clients, portfolio managers, attorneys, CPAs, and bank partners while contributing to the continued growth of one of Northern California's premier community banks.

Relationship Management

Serve as the primary relationship manager for a portfolio of trust, agency, investment management, and custody accounts.
Develop and maintain strong relationships with clients, beneficiaries, attorneys, CPAs, and other professional advisors.
Deliver proactive, high-touch service and address client needs in a timely and professional manner.
Conduct ongoing client reviews and identify opportunities to deepen relationships and enhance the client experience.

Trust & Fiduciary Administration

Administer trust, estate, and agency accounts in accordance with governing documents, fiduciary standards, and applicable laws and regulations.
Interpret trust agreements, wills, and related legal documents.
Review and coordinate distributions, transfers, account transactions, and other fiduciary activities.
Partner with internal and external experts on trust, estate, tax, and legal matters.
Identify and mitigate fiduciary, operational, compliance, and reputational risks.

Investment Oversight

Participate in annual administrative and investment account reviews.
Coordinate with portfolio managers and investment professionals to ensure client portfolios remain aligned with objectives and risk tolerance.
Review investment performance and client circumstances and assist with implementing appropriate changes when needed.

Business Development

Develop new trust and wealth management business through referrals, networking, and community involvement.
Participate in meetings with prospective clients and centers of influence.
Collaborate with partners across the Bank to identify opportunities and deliver comprehensive financial solutions.
Support achievement of department growth, revenue, and asset goals.

Professional / Educational Experience:

Required Qualifications

Bachelor's degree in Business, Finance, Accounting, Economics, or a related field, or equivalent combination of education and experience.
Five (5) or more years of experience in trust administration, fiduciary services, private banking, wealth management, estate administration, or a related financial services role.
Experience managing client relationships and administering fiduciary accounts.
Strong understanding of fiduciary principles, trust administration, estate settlement, and investment management concepts.
Excellent communication, relationship-building, and client service skills.
Strong analytical and problem-solving abilities.
Proficiency in Microsoft Office Suite.

Preferred Qualifications

CTFA (Certified Trust and Fiduciary Advisor) designation.
Additional professional certifications such as CFP®, CFA®, CPA, or JD.
Business development experience and an established professional network.

The hiring pay range for this position is $99,487 - $146,615. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level.

The Bank of Marin is a growing public company with career advancement opportunities. We offer competitive compensation and comprehensive benefit programs including medical, dental, vision, 401K, profit sharing and employee stock ownership plans, tuition reimbursement, and an employee volunteer program.

Bank of Marin is an equal opportunity employer. EOE AA Vet/Disability

Quick Apply

Refine Your Search

financial advisor jobs in novato, ca

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