Job Details

Trusts and Estates Attorney in Chicago, IL

Organization Type

In-House

Job Type

Attorney

Posted on

Jul 22, 2021

Location

Chicago, IL, United States
Practice Area
Trusts and Estates >> Trusts and Estates
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Wealth Trust Advisor
The candidate will serves as a dedicated Trust Advisor for selected high net worth and ultra-high net worth clients within a particular market or region. Works closely with other senior members of the relationship team to meet all of client’s wealth planning, estate planning and wealth transfer needs. Responsible for developing new and expanding current wealth management relationships. Must have a thorough knowledge of all fiduciary products offered by U.S. Bank, as well as a working knowledge of all Wealth products. Must also have an established professional network in the local and/or regional market. Bachelor’s degree, or equivalent work experience. 10 or more years of experience providing financial planning, estate planning or combination of both to clients with net worth exceeding $10 million . Experience drafting or reviewing estate, business or other planning documents for clients with net worth exceeding $10 million. Deep and broad knowledge of the fiduciary, tax and estate planning disciplines . Well-developed communication skills. Strong analytical and problem-solving skills . Considerable tact, diplomacy and people skills. Established network in local market(s) . Professional designation(s) preferred such as JD, CPA, CTFA, CFP and/or national trust school graduate.

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