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Years of Experience
Date Last Verified
Managing Director, Private Wealth and Trust The candidate supports the use of firm annuities within private banks, bank trust companies and community trusts. Establishes new business partnerships. Service and deepen existing relationships. Assists private wealth professionals at private banks, bank trusts, and community trusts. Understands the use of annuities/advisory products, so they can be used to position and structure annuity options within various account types and advanced planning scenarios.
Qualification and Experience
The candidate should have a Bachelor’s degree. Must have advanced degree or designation (examples include JD, LLM, CPA, CFA, CFP). Should have 10+ years of financial services industry experience. Knowledge of investment industry and ability to thoroughly understand and communicate the firm’s products, strategies, and processes to investment committees and portfolio managers is essential. Knowledge of and experience with advanced tax and estate planning concepts and strategies is needed. Must be proficient in Microsoft Office environment, Word, Excel, and PowerPoint. Experience leveraging a variety of databases and customer relationship management (CRM) systems to achieve results is needed. Experience in the trust marketplace required. Knowledge of advanced planning strategies and concepts required. Must have FINRA Series 6 or 7, 63 and state insurance license, or attain within first 60 days.
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