Trust and Wealth Advisor - Henderson, Texas United States - 33607



JOB DESCRIPTION

Job #: 33607
Title: Trust and Wealth Advisor
Job Location: Henderson, Texas - United States
Employment Type:
Salary: $85,000.00 - $100,000.00 - US Dollars - Yearly
Other Compensation: Incentive on new business
Employer Will Recruit From: Regional
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?


Our client, a community bank seeks to hire a Trust and Wealth Advisor. This is a privately owned bank with a very diversified ownership partly due to their ESOP. They have been around a long time and are very stable. This position is open due to organic growth in the Wealth Management department.

JOB DESCRIPTION

As Trust and Wealth Advisor, your duties will include:

  • Relationship manager for larger more complex accounts.
  • Administer estates, trusts, agencies, IRA’s
  • Explain investment philosophy to clients
  • Be the go to person for trust employees including two officers.

QUALIFICATIONS

As Trust and Wealth Advisor, you will have:

  • Juris Doctorate degree
  • Experience administering a variety of accounts including trusts, estates, agencies, and IRA’s.
  • Experience communicating investment philosophy – the what, how, and why on a broad level. (There is not always an investment officer in every market.)
  • Experience mentoring / supervising others
  • Oil & gas experience a plus

Education:
University - JD

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