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Years of Experience
Date Last Verified
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)
Job number: 17008530
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