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Senior Trust Advisor
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
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Job Location: Charleston, SC
JOB DESCRIPTION

Job #: 7302
Title: Senior Trust Advisor
Job Location: Charleston, South Carolina - United States
Employment Type:
Salary: $120,000.00 - $165,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Nationwide
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?

Senior Trust Advisor - Charleston, SC - Top Tier Wealth Management Firm

Top Tier Wealth Management Firm seeks Senior Trust Advisor to serve as subject matter expert on fiduciary advice to the firm`s high net worth clientele (5mm-50mm).

This is a front line advisory position with a strong sales component. Solid base salary in addition to profit and performance based bonuses. Excellent benefits package.


JOB DESCRIPTION

The Senior Trust Advisor will collaborate with relationship managers, investment advisors, financial planners and outside centers of influence to retain and grow wealth management relationships. Counsel clients in a fee-based, fiduciary capacity with regards to sophisticated trust and estate issues, wealth planning and other fiduciary services. Extensive client contact.

QUALIFICATIONS

The ideal candidate will have 8+ years experience. JD, CTFA or CFP preferred.




How to Apply:


 
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