Wf
Pasadena or San Diego or San Francisco
Senior Lead Special Needs Trust Advisor
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Apply to Senior Lead Special Needs Trust Advisor at WfJob details
- Location
- Pasadena or San Diego or San Francisco
- Work type
- Onsite
- Compensation
- $191,000 - $305,000/yr
- Posted
- 1 week ago
- Apply on
- wf.wd1.myworkdayjobs.com
About this role
7+ years fiduciary advisory experience; expertise with special needs trusts, estate planning, fiduciary tax; ability to travel up to 50%; LO regulatory requirements and strong client/partner collaboration.
What you'll do at Wf:
- advising clients
- managing trusts
- overseeing team
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