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Wealth Advisor & Trust Officer

Company: NPAworldwide Recruitment Network
Location: Dallas
Posted on: February 25, 2021

Job Description:

JOB DESCRIPTION

Job #: 34955 Title: Wealth Advisor & Trust Officer Job Location: Dallas, Texas - United States Employment Type: Salary: $115,000.00 - $195,000.00 - US Dollars - Yearly Employer Will Recruit From: Nationwide Relocation Paid?: Negotiable WHY IS THIS A GREAT OPPORTUNITY? Wealth Advisor & Trust Officer

Key Objectives:
A vital role in implementing and delivering a full range of services to a select clientele, including complex trust and estate matters, investment management and financial planning.
JOB DESCRIPTION

Key Responsibilities of the Wealth Advisor & Trust Officer:

  • Deliver integrated wealth management services to clients; liaise with Portfolio Managers and deliver consultation to clients in an advisory role, developing estate, tax, financial planning, and philanthropic programs to augment the overall client experience
  • Meets consistently with clients to assess trust documents, assists in estate tax return preparation, and assessed, and delivers input on their long-term financial plan, investment strategy and asset allocation.
  • Consistently assists in identifying, developing, and responding to new business opportunities. Will be required to contribute to new business goals by developing new sales opportunities through a variety of different channels both internally and externally. Works in partnership with colleagues throughout the firm to attain a high level of broad client service.
  • Safeguards compliance with all firming laws, rules, regulations, and specified policies and /procedures required to reduce risk and uphold ethical standards associated to and required by the professionals duties.
  • Engage in public presentations in an educational capacity through in person and virtual channels. QUALIFICATIONS Experience & Education:
    • 10 or more years Trust experience supervising high net worth client relationships; experience supervising institutional accounts, including non-profits, foundations, and endowments, a plus.
    • Robust fiduciary background with an emphasis on trust administration, estate planning, probate accounting and estate settlement.
    • Demonstrated ability to develop, present and implement financial plans with firm clientele and prospects, often in conjunction with a designated financial planner in the Wealth Management department.
    • Well versed in current estate tax law and critical tax code changes.
    • Robust relationships with external partners including estate planning attorneys and accountants.
    • Demonstrated record of meeting assigned new business goals.
    • BA or equivalent degree
    • Certified Trust and Financial Advisor (CTFA), Certified Financial Planner (CFP), or JD Preferred Education:
      University - Bachelor`s Degree/3-4 Year Degree

Keywords: NPAworldwide Recruitment Network, Dallas , Wealth Advisor & Trust Officer, Other , Dallas, Texas

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