Member Benefit

JOB POSTING - TRUST OFFICER/WEALTH ADVISOR

 

Vice President Trust Officer/Wealth Advisor
Nevada
 
Opportunity
The candidate will be a key member of the leadership team responsible for growing the practice and expanding the awareness of the firm’s high touch service delivery model in the western region and nationally.  The successful candidate will be a seasoned relationship executive or trust officer.  The firm’s culture is one that is performance/accountability driven, client focused, family oriented and supports the long term career satisfaction of its employees.  All of this is reflected in the firm’s unusually low employee turnover rate.   
 
Role
This is a trust officer position for high net worth clients.  It involves extensive client contact and a working knowledge of trust and agency account administration including fiduciary accounting, securities, finance, real estate, taxes and estate planning.  The officer has an assistant and together has total administrative responsibility for a book of accounts, and shares relationship management with an assigned investment officer. 
 
The position requires a working knowledge of legal documents encountered in trusts, estate planning and finance, including trust agreements, deeds, powers of appointment, powers of attorney, stock powers, assignments, disclaimers and partnership agreements.
 
The position also requires calling on network contacts and prospects regarding the development of new business for the firm.  Individual will coordinate closely with other company departments (tax, insurance, operations, real estate, investment and foundations) regarding client matters. 
 
Requirements
  • Bachelor’s degree froman accredited university coupled with a related certificate is desired (i.e., CTFA).
  • Advanced degree preferred (i.e., MBA orJD) and CFA, CFP, CPA also beneficial.
  • Minimum ten years’ experience in a similar role.
  • Established network of legal, accounting and insurance professionals.
  • Background in wealth management client administration, portfolio management, or foundation services.
 
For more information on this posting, please contact Sree Arimilli

LinkedIn:  http://www.linkedin.com/profile/view?id=150045&authType=name&authToken=02RX&locale=en_US&pvs=pp&trk=ppro_viewmore

See complete information about JOB POSTING - TRUST OFFICER/WEALTH ADVISOR.