Job #: 22708
Title: Personal Trust Advisor
Job Location: Abilene, Texas - United States
Salary: contact recruiter for details
Other Compensation: Bonus
Employer Will Recruit From: Regional
Relocation Paid?: Yes
WHY IS THIS A GREAT OPPORTUNITY?
Our client, consistently named one of the Best Companies to Work for in Texas seeks to hire a Trust Advisor to assist in growing thier department. You will administer trust accounts in a wealth management boutique where customer service is the focus. This company has been named "Best Companies to Work for in Texas" for 10 years in a row. They have a Bauer 5-Star rating. JOB DESCRIPTION
As Trust Advisor, your duties will include:
- Manage the relationships of and inherited portfolio of high net worth individuals.
- Administration a variety of trust and investment management accounts for high net worth individuals.
- Network with internal and external centers of influence to generate sales to high net worth individuals
As Trust Advisor, you will:
- Have in-depth knowledge of personal trust and investment accounts
- Have experience administering trust accounts
- Have experience working with high net worth individuals
- Have successful wealth management sales experience
University - Bachelor`s Degree/3-4 Year Degree
How to Apply: