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Trust Advisor
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
How to Apply:


Job Location: , New York - United States
JOB DESCRIPTION

Job #: 43728
Title: Trust Advisor
Job Location: New York - United States
Remote Job: Unknown
Employment Type:
Salary: contact recruiter for details
Other Compensation: Above Average Compensation
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?

Position offers a solid base salary in addition to profit and performance-based bonuses. Excellent benefits package.

JOB DESCRIPTION

Top Tier Wealth Management Firm seeks Trust Advisor to serve as subject matter expert on fiduciary advice to the firm`s high net worth clientele (5mm-20mm).

Similar positions available in Delaware, Los Angeles, Beverly Hills, Reno, and Las Vegas.

  • Counsel clients in a fee-based, fiduciary capacity with regards to sophisticated trust and estate issues, wealth planning, and other fiduciary services
  • Ensure administration of trust accounts and serve as in-house resource on trust administration
  • Communicate effectively regarding clients estate plans and assist with onboarding process for new clients
  • Collaborate with relationship managers, investment advisors, financial planners, and outside centers of influence to retain and grow wealth management relationships
QUALIFICATIONS

Requires 5+ years` experience

Education:
University - Bachelor`s Degree/3-4 Year Degree




How to Apply:


 

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