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Client Development Sales Executive / Wealth Strategist
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Full-time
- CLIENT/DEVELOPMENT SALES EXECUTIVE (WEALTH STRATEGIST)OH: 86182Job Summary:The Wealth Strategist / Client Development Sales Executive is responsible for cultivating new relationships with individuals, families, non-profit institutions and other entities.
- The Wealth Strategist / Client Development Sales Executive maintains ongoing contact with clients, promoting the enhancement and expansion of existing relationships.
- He or she will serve as a brand ambassador in the St. Louis community, actively engaging as a leader for local civic and philanthropic organizations.
- Consults with clients and their attorneys on the benefits of estate planning capabilities/services utilizing a knowledge of wealth transfer and tax planning strategies.
- Maintains current in-depth knowledge of a full range of trust-oriented services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning).
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