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Fiduciary Wealth Advisor, Sr
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Full-time
- The Senior Fiduciary Wealth Advisor’s role is to serve as the relationship manager for a diverse network of clients and focus on business development as well as manage complex fiduciary accounts and relationships.
- These relationships may consist of estates, trusts, investment management, custody, IRA and escrow accounts.
- Senior Fiduciary Wealth Advisors are team players and methodical business builders with experience and expertise as trusted wealth advisors serving the sophisticated needs of ultra-high net worth individuals, families, and institutions.
- Engage in fiduciary decision making through account management of complex client trust accounts.
- Handle risk management and resolution of legal and compliance issues
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