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Personal Trust Advisor
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
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Job Location: Abilene, TX
JOB DESCRIPTION

Job #: 22708
Title: Personal Trust Advisor
Job Location: Abilene, Texas - United States
Employment Type:
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
QUALIFICATIONS

Qualifications:

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

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




How to Apply:


 
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