Private Client Trust Officer - Abilene, Texas United States - 44089



JOB DESCRIPTION

Job #: 44089
Title: Private Client Trust Officer
Job Location: Abilene, Texas - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Profit Sharing
Employer Will Recruit From: Regional
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?


  • Great Company, great reputation - consistently ranked No. 1, 2, or 3 every year for the past seven years.
  • Stability; they have been around a long time and plans on being around for a long time.
  • In addition to base salary, the trust officer is eligible for profit-sharing and safe harbor 401(k) 
  • Low employee turnover
  • Large enough to offer a variety of products, “offer big-bank services without sacrificing the personal relationships and small-town focus that sets us apart.”
  • Three of eight senior TO’s will retire in the next several years.  Therefore, an opportunity to work into more complex accounts.
  • Team culture, collaborative - helping each other and on new business.
  • Abilene – low cost of living; six institutions of higher learning; no state income tax; lots of outdoor activities; warm climate; city population @ 115,000; MSA population @ 170,000.

JOB DESCRIPTION

  • Administer investment management and personal trust accounts
  • Act as trusted advisor to clients regarding their financial, retirement, and estate planning
  • Team with the portfolio manager to communicate investment philosophy
  • Communicate to clients the appropriate asset allocation and investments
  • Grow current book by expanding existing relationships and networking in the community with Centers of Influence; cold calls not required

QUALIFICATIONS

  • Have trust administration experience
  • Understand asset allocation and investment philosophy
  • Be able to build rapport with clients
  • Be detail-oriented
  • Display critical thinking and problem solving
  • Have experience assisting clients with their financial plan
  • Have Experience working with clients to determine investment objectives and risk tolerances

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

APPLY NOW FOR THIS JOB

Our recruiters are currently seeking to fill this position and hundreds like this in our network. If you are a match you'll be contacted with additional details.

We value your privacy and will never share your information with any employer without your consent.

Send your profile and resume to the recruiter who posted this job. You may include a cover letter to introduce yourself.

Cover Letter Text:

5,000 character limit