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Sr. Wealth Strategist
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Full-time
- Sells bank products and services to individuals focusing on trust and investment management products.
- Consults with clients and their attorneys on the benefits of estate planning products/services.
- Maintains current in-depth knowledge of a full range of trust-oriented services (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate, and tax planning).
- Develops and maintains an understanding of all applicable federal, state, and local laws and regulations pertaining to fiduciary services and estate and tax planning to ensure the compliance of financial planning activities.
- Represents personal financial planning in various business councils and task forces, (e.g. personal fiduciary service, investment management, financial consulting).
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