Wealth Fiduciary Advisor
Company Name:
Johnson Search Group
The Wealth Fiduciary Advisor is responsible for developing new relationships by delivering exceptional advice to high net worth client relationships. The ability to balance new business activities and servicing of existing relationships will be critical in this role.
KEY
Responsibilities:
Ongoing development and execution of an individual business plan to achieve new business development, client referral and retention objectives.
Responsible for significant new business resulting in revenue growth.
Deliver a distinctive client experience that leverages our unique value proposition through providing fiduciary expertise, investment management, financial planning and advisory
services
.
Responsible for accurately opening and closing of accounts within Trust operating systems; including tracking of incoming/outgoing transfer of assets and cash.
Fiduciary Advisor provides expertise in Estate valuations, insurance claim processing, Will File, Vault and Vault procedure, probate, insurance trusts and other post death processes.
Match prospects needs with the company's Wealth solutions, including but not limited to Estate Planning & Trust, Investment, Succession Planning and Post-Death services, resulting in new business.
Establish wealth strategy to include: implementation, maintenance, communication.
REQUIREMENTS:
Bachelor's degree and minimum of 5-8 years experience working with affluent clientele.
Specialized knowledge of Estate Planning & Trust, Lending/Banking, Qualified Plans, and Business Succession.
Expertise in sales, networking, negotiating, business acumen and execution.
Industry specific professional certifications highly desired: CFP, CTFA, ChFC, CFA
Working knowledge of MS Office products; ability to utilize Bank and Wealth Operating Systems.Estimated Salary: $20 to $28 per hour based on qualifications.
Johnson Search Group
The Wealth Fiduciary Advisor is responsible for developing new relationships by delivering exceptional advice to high net worth client relationships. The ability to balance new business activities and servicing of existing relationships will be critical in this role.
KEY
Responsibilities:
Ongoing development and execution of an individual business plan to achieve new business development, client referral and retention objectives.
Responsible for significant new business resulting in revenue growth.
Deliver a distinctive client experience that leverages our unique value proposition through providing fiduciary expertise, investment management, financial planning and advisory
services
.
Responsible for accurately opening and closing of accounts within Trust operating systems; including tracking of incoming/outgoing transfer of assets and cash.
Fiduciary Advisor provides expertise in Estate valuations, insurance claim processing, Will File, Vault and Vault procedure, probate, insurance trusts and other post death processes.
Match prospects needs with the company's Wealth solutions, including but not limited to Estate Planning & Trust, Investment, Succession Planning and Post-Death services, resulting in new business.
Establish wealth strategy to include: implementation, maintenance, communication.
REQUIREMENTS:
Bachelor's degree and minimum of 5-8 years experience working with affluent clientele.
Specialized knowledge of Estate Planning & Trust, Lending/Banking, Qualified Plans, and Business Succession.
Expertise in sales, networking, negotiating, business acumen and execution.
Industry specific professional certifications highly desired: CFP, CTFA, ChFC, CFA
Working knowledge of MS Office products; ability to utilize Bank and Wealth Operating Systems.Estimated Salary: $20 to $28 per hour based on qualifications.
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