First United Bank & Trust
The Wealth Advisor for Trust Region IV is responsible for soliciting new trust business, managing client relationships, and supervising trust personnel. The role involves developing referral sources, conducting financial analyses, and ensuring compliance with trust and estate regulations while supporting the Senior Trust Officer.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for First United Bank & Trust.
31% below the average for this role