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Wealth Financial Planning & Trust Officer
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- The Financial Planning & Trust Officer provides Wealth Management services to high net worth clients of the Bank in conjunction with the entire Wealth Management Team. The Officer is responsible for the development of long-term financial plans for clients; recommending financial products and services which support the requirements of the financial plan and the needs of the customer.
- The Officer is also responsible for the administration of trust, not-for-profit, personal investment management, employee benefit and IRA accounts.
- Areas of emphasis to include goal analysis, estate planning, education planning, charitable giving, tax issues, insurance planning needs and social security.
- Add assets held away to existing account relationships and develop retention strategies for at risk accounts.
- Advise clients in fiduciary administration, financial, tax and estate planning.
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