Senior Private Client Fiduciary Advisor

Hours/Schedule: 8:00 AM -- 5:00 PM Description: Cultivates and maintains relationships with assigned base of clients, serving as the primary point of contact and services for all services used by assigned clients. In conjunction with other department experts when necessary, provides advice regarding investment, tax, credit, and overall financial management strategies to clients. Serves as a resource for client's other advisors such as attorneys, money managers, CPAs, and tax accountants. Works in conjunction with assigned Investment Advisor to develop asset allocation and financial plan strategies that meet client objectives, assists clients and their advisors in defining objectives as needed. Actively monitors client's financial situation and proactively engages clients in considerations of changes or additions to their financial strategies. Coordinates assistance and involvement of product specialists to ensure the full and complete satisfaction of client needs. Promotes and sells the full array of financial services distributed by the company to current and new clients, actively cultivates and maintains relationships with sources of new business. Provides superior communications and service to clients, ensuring a continual interaction that promotes mutual trust and client retention. Develops and maintains a high level of knowledge of trust, planning, and basic investment disciplines and begins to develop a broader knowledge of investment, credit, and insurance disciplines. Completes and maintains relationship management plans for new and existing clients.
Job Requirements
Job Requirements: Bachelor's Degree or equivalent training and/or work experience. BA or JD desirable. CTFA or CFP. Ten years of trust/financial planning or related experience with client contact.This position requires that the incumbent be highly skilled in Microsoft Office (Word, Excel, Outlook etc.) and able to rapidly learn new software applications.