Job Details

Assistant Vice President - Wealth Management

Company name

Organization Type

In-House

Job Type

Attorney

Years of Experience

10-15 yrs required

Location

La Crosse, WI

Date Last Verified

Sep 22,2017

Posted on

Sep 02,2017
Practice Area
Trusts and Estates >> Trusts and Estates
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Assistant Vice President - Wealth Management The candidate will provide the opportunity to work directly with clients in strategizing towards the preservation and continued growth of their trust assets. Responsibilities will include: Management of existing accounts. Promoting the reputation of the company through communication and interaction with centers of influence. Investigating and recommending trust and estate management and administration actions. Behaving as a mentor for other Trust Officers on any Trust issues. Should have Bachelors degree with 10-15 years experience in some or all areas of : account administration, investment management and financial markets, fiduciary law and compliance, tax and estate planning, personal financial planning. CFP, CTFA, CPA or JD, preferred.

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