Job Details

Trusts and Estates Attorney in Hopewell, NJ

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Company name

Bank of America Merrill Lynch

Organization Type

In-House

Job Type

Attorney

Practice Area

Trusts and Estates

Years of Experience

Min 5 yrs required

Location

Hopewell, NJ

Date Last Verified

Aug 08,2017

Posted on

Feb 15,2017

33 hits

Profile

Internal Trust Specialist The candidate will assist Financial Advisors in selling trust company services to existing and prospective clients which will require technical conversations with the clients, attorneys, and CPAs. Will educate financial advisors and business partners on wealth transfer techniques and fiduciary investment and administration requirements of trusts. Advise financial advisors on suitability of investments for trusts considering applicable fiduciary investment rules. Perform book reviews to identify clients who may be good candidates for trust company services. Make proactive calls to the firms financial advisors to discuss indentified opportunities and strengthen relationships with the financial advisors. Utilize appropriate software to track sales activities.

Qualification and Experience

The candidate should have Bachelors degree. JD degree is preferred. Trust and/or Managed Money experience with proven Sales experience is desirable. Must possess strong interpersonal skills. Strong verbal and written communication skills is essential. Series 7, 63/65 or 66 is strongly preferred (or obtain within 120 days of start date)

Additional info

Job number: 17008530

Company info

Hiring Coordinator
Bank of America Merrill Lynch
150 North College Street
15th Floor
Charlotte, NC 28202