Senior Wealth Strategist

About the role

The Preferred Legacy National Trust Bank is a federally chartered trust institution providing comprehensive fiduciary, wealth management, and family office services to high-net-worth individuals and families. With a highly personalized and client-focused approach, the Bank delivers integrated solutions across trust and estate administration, retirement and custodial services, and financial oversight. We collaborate closely with clients and their advisors to ensure seamless execution of complex planning strategies, with a focus on preserving and transferring wealth across generations. This position may work from our Nashville, Dallas, Summerville, or Sarasota locations.

Responsibilities

• Participate in prospecting and the sale process of new client relationships.
• Manage HNW client relationships.
• Work with the clients advisory team to consult on HNW client planning needs and implementation.
• Monitor compliance with trust documents.
• Direct the administration of department estate accounts.
• Work with local professionals on trust and estate matters.
• Refer new business within the family of companies.
• Provide excellent customer service to a diverse customer base.
• Function as part of the wealth trust team, interacting with other members of the trust department to attain departmental goals.
• Direct the Administrator to maintain trust files.
• Provide clear and consistent follow-up as needed on all client issues and needs.
• Work as a team to solve client issues and grow client revenue.
• Adhere to all compliance standards including but not limited to the USA Patriot Act and the Anti-Money Laundering Program.
• Maintain excellent communication skills.
• Maintain a positive and professional work environment.
• Ability to work independently with little supervision when needed and able to manage multiple tasks.
• Must be motivated to excel.

Qualifications

• Bachelor's degree (B.A.) from a four-year college or university; or two years or more of related experience and/or training; or equivalent combination of education and experience.
• CPA, JD, or CTFA preferred; no certificates, licenses, or registrations required.
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or government regulations.
• Ability to advise on complex estate structures.
• Ability to write reports, business correspondence, and procedure manuals.
• Ability to effectively present information and respond to questions from groups of managers, clients, and the general public.
• Strong negotiation skills with the ability to overcome client objections.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future; CRI will not sponsor applicants for U.S. work visa status for this position or future positions.

Benefits

• 21 PTO days
• 9 paid holidays
• Company-paid long-term disability and life insurance
• Blue Cross Blue Shield medical insurance
• Dental, vision, and short-term disability coverage
• Parental leave
• Flexible spending accounts
• 401(k) retirement plan