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Work closely with management to ensure Client Service and Wealth Advisor staff have an effective client service and sales enablement partnership and deliver an excellent client experience. Oversee Wealth Advisor management of the client team to ensure they deliver a client experience aligned with our Wealth Advisor-led, team-based, operating model that delivers integrated, holistic wealth management advice to current and prospective clients.
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As a trust officer, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, and provide personalized advice around wealth transfer plans. As a trust officer with our firm, you will have the opportunity to work directly with affluent clients to preserve and continue their wealth transfer legacy plans.
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This is an excellent position if you are looking to advance your career in wealth management and trust services. CFP (Certified Financial Planner) or CTFA (Certified Trust & Fiduciary Advisor) preferred.
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We are seeking an experienced trust officer to join our team managing client trusts and estates. Bachelor's degree in Finance, Accounting or related field; JD degree a plus. Administer various types of trusts and estates.
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Stay current on trust, tax, and probate laws and regulation. Provide clients clear explanations and guidance on trust accounts and estate planning strategies. In-depth knowledge of fiduciary and trust activities.
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Determine trust beneficiaries and distributions; execute investment and payout decisions. At least 5 years of experience in trust or estate administration. Work closely with investment advisors on developing and implementing investment plans.
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Manage communications with beneficiaries, executors, attorneys and other related parties. Qualified professionals should apply directly for consideration or email resume to. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990.
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All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
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We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time. Strong analytical thinker with excellent communication skills.
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The Wealth Strategist / Client Development Sales Director is responsible for cultivating new relationships with individuals, families, non-profit institutions and other entities. The Wealth Strategist / Client Development Sales Director maintains ongoing contact with clients, promoting the enhancement and expansion of existing relationships.
$185,000 - $220,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Experience implementing investment solutions within a bank, hedge fund, asset manager or wealth management firm. A technical delivery manager to lead teams of technical consultants implementing the Charles River Investment Management Solution (CRIMS) for investment, wealth and alternative managers, asset owners and insurers.
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WellBridge Wealth, a premier boutique financial advisory firm located in Colchester, VT, is inviting a talented Financial Advisor to join our esteemed team. At WellBridge Wealth, we don’t just manage wealth; we craft financial futures.
$75,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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.
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Benefits: 401(k) 401(k) matching Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance The Foote Region of Modern Woodmen (HQ located in Knoxville, TN) is actively looking for a Managing Partner to spearhead the development and leadership of a team of financial representatives in Knoxville.
$97,800 - $192,600 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
$44.23 - $52.88 an hourFull-timeExpandApply NowActive JobUpdated Today
wealth job Company: American Dream Home Improvement
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