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Trusts and Estates Attorney in Park Ridge, NJ

Wells Fargo Oct 08,2014 Sep 20,2014 Location Park Ridge NJ
This job is expired...

In-House

Attorney

Litigation - Whistleblower - CFTC

Trusts and Estates

Min 4 yrs required

Profile

Trust & Fiduciary Specialist (LO) Life Management Duties: Applies deep knowledge and skill in the area of trust and estate matters, investment management, wealth transition, financial planning, and life management concerns to assist high net worth and ultra-high net worth clients maintain personal and financial independence. Functioning as a Life Management Specialist may partner with a Relationship Manager or perform the role of Relationship manager in serving clients. Contributes to growth of the wealth management business by participating in and initiating new client acquisition through leveraging fiduciary skills, knowledge and expertise in aging and life management issues. Will administer and manage the risk of moderate trust and agency accounts in order to develop or expand WMG relationships. Responsible for sourcing new business and expanding current relationships by initiating meetings with clients and prospects, local and regional COIs, and partnering with WMG professionals in proactive, demand-creating activities. Will manage a book of business, identify and address wealth and life management issues with clients and their families. Proactively engages with clients in wealth planning related conversations; collaborates with partners to develop and propose wealth and life management solutions. Works with investment manager to assist in asset allocation, gathering information to value assets and developing investment strategy. Provides analysis of client’s total financial and life management situation and offers creative thinking to arrive at workable internal and external solutions. Communicates directly with clients, business partners and Centers of Influence including external resources i.e. accountants, attorneys, who are related to the client relationship as part of day to day administration. Responsible for corporate regulatory and compliance standards. Act as lead by providing work direction to a small team of administrators.

Qualification and Experience

Qualifications: CTFA, J.D. degree or CFP or similar credential and experience with human services, services to older adults, and/or services to individuals who choose to remain independent within their communities preferred. 4+ years of trust/fiduciary experience demonstrated through work, military or education experience. Must meet the Consumer Financial Protection Bureau loan originator qualification requirements and must comply with firm policies related to these requirements. The loan originator qualification requirements include meeting applicable financial responsibility, character, credit fitness and criminal background standards. Must meet ongoing regulatory requirements including additional screening. Specific evidence of strong production record; good technical fiduciary skills. Life Management Training.

Additional info

Ref. 5036897

Company info