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


Job Location: , Nevada - United States
JOB DESCRIPTION

Job #: 33992
Title: Trust Advisor
Job Location: , Nevada - United States
Employment Type:
Salary: $180,000.00 - $250,000.00 - US Dollars - Yearly
Other Compensation: Above average benefits
Employer Will Recruit From: Nationwide
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?

The Firm:

Has an excellent office atmosphere and team; strong commitment to client service and fostering an environment for personal and professional career growth

Compensation ranges from upper 100`s to mid-200s package, depending on level and experience

JOB DESCRIPTION

Trust Advisor/RM - V.P or S.V.P level - Nevada - Relocation assistance available

Established multi-family office seeks SVP or VP level candidate with strong trust background to work closely with existing client base as first level contact regarding all fiduciary and wealth management issues.

The Position:
* Work closely with existing client base of families and HNW individuals(20-200mm+)
* Maintain extensive contact with clients regarding trust, investment, wealth management, and philanthropic matters
* Review documents, provide administration of trust accounts and liaise with outside client counsel and family office representatives
* Coordinate with internal subject matter experts regarding investments and other wealth management areas in addition to working closely with clients` outside advisors
* Help to expand client base via client referrals and developing strong network of COI`s

QUALIFICATIONS

Requirements:
* 8+ years trust background, strong client service experience and the ability to develop and grow relationships
* Advanced degree and/or CTFA preferred

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




How to Apply:


 

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