Personal Trust Advisor - Dallas, Texas United States - 22708

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JOB DESCRIPTION

Job #: 22708
Title: Personal Trust Advisor
Job Location: Dallas, Texas - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Bonus and 10% Incentive on First Year's Fees
Employer Will Recruit From: Local
Bank trust departments and trust companies
Relocation Paid?: NO

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:

  • Live in the Dallas/Ft, Worth Metroplex
  • 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