2605-8 Trust Officer/Wealth Advisor

Essential Duties

• Develop and maintain relationships with clients, beneficiaries, and other interested parties, understanding their needs, goals, and governing documents.
• Provide wealth planning advice and ensure trust product awareness and education for clients, and centers of influence.
• Implement investment strategies aligned with clients' goals using various investment vehicles, regularly reviewing and adjusting portfolios.
• Drive business development, client retention, and service delivery to individuals, families, trusts, and foundations.
• Develop and maintain relationships with centers of influence such as CPAs and attorneys to ensure a network of professional advisor resources for clients and for new business referrals to Argent.
• Attend client meetings, document issues discussed, and coordinate follow-up actions.
• Oversee the preparation of client meeting reports and materials.
• Document client information and communications in client file.
• Ensure proper account opening and closing procedures and review related documents.
• Oversee account transactions and reporting, ensuring accuracy and compliance.
• Manage risk and ensure compliance with all relevant company policies, procedures, and regulations.
• Cookordination with fiduciary counsel to ensure administration aligns with governing documents.
• Prepare Annual Relationship Reviews and ensure all accounts comply with regulatory requirements.
• Mentor Trust Administrators, Wealth Management Associates, and Trust Assistants
• Stay updated on developments in probate and fiduciary law, actively pursuing professional development opportunities.
• Represent the company in community organizations and activities to build brand awareness.
• Maintain understanding of governing instruments including trust agreements, wills, modification documents, etc. as applicable to client base.

Qualifications

• Bachelor's degree, with advanced degree JD or MBA preferred.
• CFP (Certified Financial Planner) or CTFA (Certified Trust and Fiduciary Advisor) certification required (or will be pursued), if not holding a JD or other advanced degree or certification.
• 5+ years’ experience in financial services, investments, tax or trust and estate legal field.
• Subject matter expert in Trust Administration, Estate Planning, Supplemental Needs Trusts, Charitable Planning and/or Estate Administration.
• Expertise in the areas of financial planning and estate planning techniques.
• Knowledge of investment products.
• Excellent writing and presentation skills.
• Demonstrated success working in team environment.
• Ability to organize, complete multiple tasks within deadlines and complete accuracy.
• Sales oriented, friendly and persuasive personality.