High‑Net‑Worth Trust & Estates Counsel
firstamSanta Ana, CA
High‑Net‑Worth Trust & Estates Counsel
firstamSanta Ana, CA
yesterday
Occupations
Personal Financial AdvisorsLawyersSecurities, Commodities, and Financial Services Sales AgentsIndustries
Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsPortfolio Management and Investment AdviceAbout the role
First American is seeking a Relationship Manager, Trust Counsel to serve as a trusted legal advisor on trust and estate matters for high-net-worth individuals and families. You will guide fiduciaries, review estate documents, and collaborate across internal teams to ensure regulatory compliance and sound wealth transfer strategies.
The role emphasizes building long-term client relationships, risk assessment, and practical solutions balancing client objectives with fiduciary duties.
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JOB OVERVIEW
Experience level
Senior
Location
Santa Ana, CA
Occupation
Personal Financial Advisors
Industry
Trust, Fiduciary, and Custody Activities
Posted
yesterday
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