Trust Advisor - New York United States - 43728



JOB DESCRIPTION

Job #: 43728
Title: Trust Advisor
Job Location: , New York - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Above Average Compensation
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


Position offers a solid base salary in addition to profit and performance-based bonuses. Excellent benefits package.  

JOB DESCRIPTION

Top Tier Wealth Management Firm seeks Trust Advisor to serve as subject matter expert on fiduciary advice to the firm's high net worth clientele (5mm-20mm).

 

Similar positions available in Delaware, Los Angeles, Beverly Hills, Reno, and Las Vegas.

 

  • Counsel clients in a fee-based, fiduciary capacity with regards to sophisticated trust and estate issues, wealth planning, and other fiduciary services
  • Ensure administration of trust accounts and serve as in-house resource on trust administration
  • Communicate effectively regarding clients’ estate plans and assist with onboarding process for new clients
  • Collaborate with relationship managers, investment advisors, financial planners, and outside centers of influence to retain and grow wealth management relationships

 

QUALIFICATIONS

Requires 5+ years' experience

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

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