Trust Advisor - Nevada United States - 33992



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-200’s 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

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