Trust/New Business Professional - West Palm Beach, Florida United States - 23491



JOB DESCRIPTION

Job #: 23491
Title: Trust/New Business Professional
Job Location: West Palm Beach, Florida - United States
Employment Type:
Salary: $120,000.00 - $220,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


Trust/New Business Professional - 2-10mm level clientele

Can be located in: West Palm Beach, Dallas, Phoenix, Los Angeles, Milwaukee, Chicago, Atlanta

Due to growth and marketplace demand, established financial services firm seeks Trust/new business professional to build and maintain key relationships with wire-house partners and advisors.  Firm has existing relationships with top wirehouses on a national basis; leverage those relationships to service and grow existing accounts. Department is expanding to meet market growth and demand in major cities.

JOB DESCRIPTION

  • Will be responsible for introducing trust services to top 20% of advisors and working to bring additional assets under management
  • Review trust documents, interpret complex family structures, and negotiate fees
  • Work closely with financial advisors and outside client counsel to structure trusts, review investments and prepare documents

QUALIFICATIONS

The ideal candidate will:

  • possess solid trust and/or wealth planning knowledge
  • have 5+ years’ experience with a track record of business development
  • be able to travel 4-6 days per month
  • be a self-motivated individual able to work in non-structured environment
  • Advanced degrees/certifications preferred
  • Low-mid 100’s base + incentive compensation; low-upper 200’s package

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