Senior Trust and Wealth Advisor

Job Description

Description:

Join TrustBank where you can be a part of a dynamic wealth management team. We are seeking a Wealth Advisor who is looking to make a real impact and thrives in a collaborative culture. You will play a vital role in helping us exceed our client’s expectations and be a part of Growing Prosperity Together.

JOB TITLE: SENIOR TRUST & WEALTH ADVISOR

DEPARTMENT: WEALTH MANAGEMENT

REPORTS TO: CHIEF WEALTH STRATEGIST

FLSA STATUS: EXEMPT

TYPE OF POSITION: FULL-TIME

JOB SUMMARY

Responsible for providing goals-based wealth plan consulting services to high-income/net worth individuals and families, including professionals, corporate executives, business owners and others with complex financial circumstances. Collaborate with other client service team members to integrate client service delivery. Engage with the professional advisor community to advance TrustBank brand and reputation. Leads the effort in the acquisition of new clients. Retains, expands and deepens existing relationships.

DUTIES AND RESPONSIBILITIES

• Work directly with clients to develop an advisory relationship and gather information related to client’s financial circumstances and goals.

• Analyze overall personal financial condition including complex retirement plans, estate plans, investments, taxes, insurance, cash flow, cash management and budgets.

• Determine client financial objectives, risk tolerance and capital requirements.

• Counsel and advise clients on general financial forecasts and trends.

• Develop a sophisticated goals-based wealth plan to bring client’s financial situation in line with their objectives and consult with client and other advisors (specialists) on a course of action.

• Facilitate implementation of sophisticated wealth plans based on the direction given by the client

• Interact with client’s other advisors and other TrustBank service partners in the delivery of coordinated financial and wealth planning services.

• Review