Trust & Family Office Advisor

Responsibilities

• Maintain and expand existing client relationships ensuring the successful transition and retention of clients.
• Client Reviews & Reporting: Prepare and conduct regular portfolio review meetings to assess performance, confirm risk tolerance, cash flow planning and due diligence.
• Develop new business, expand existing relationships and retain current clientele.
• Referral network development: Build & cultivate a network of referral sources to expand business development opportunities.
• Provide comprehensive wealth advisory services to a diverse clientele.
• Manage Client Relationships: Anticipate client’s needs, resolve inquiries, and ensure client portfolios remain aligned with their financial objectives.
• Collaborate with in-house specialists experienced in estate planning, retirement planning, tax and insurance.
• Evaluate financial portfolios, goals, objectives and cash-flow needs, and mitigate risk for a tailored approach.
• Evaluate and rebalance portfolios as needed.
• Prepare and deliver comprehensive aggregated account information encompassing all client assets.
• Collaborate with analysts to prepare and present detailed client reviews.
• Work closely with client’s external professional advisors to mitigate income and estate taxes.
• Analyze client’s entire financial portfolio to identify risks and opportunities.
• Regularly and systematically review client estate plan documents to ensure efficient transfer of wealth.
• Collaborate with Trust & Family Office colleagues to ensure the highest level of service.

Qualifications

• Minimum of 5 years of experience delivering advisory services to affluent clients.
• Bachelor’s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related).
• Experience growing and establishing client relationships and assets.
• Financial services certification such as CFP®, CFA®, ChFC®, CIMA® or similar.
• Continue financial services education.
• Detail oriented and highly organized.
• Able to multi-task and prioritize to meet deadlines.
• Able to work both independently and as an integral part of a team.
• High professional standards and sound judgement.
• Able to focus on key priorities and thrive in a complex and ever-changing environment.
• Strong work ethic.
• Stable under pressure or stress.
• Willingness to learn and contribute to company’s financial growth and profitability.

Employee Benefits

• Competitive salary with bonus.
• Medical, dental, and vision insurance.
• 401k Plan + Employer Match.
• Paid 4 Week Sabbatical Program, including $5,000 for travel, with every 5 years of employment.
• 12-week Paid Maternity Leave.
• Tuition Reimbursement.
• Employee charitable giving support.
• Company-paid parking & more!

Pay

Compensation for this position is expected to range from $150-300k annually. Actual starting salary will be determined based on relevant experience, qualifications, credentials, client portfolio and market considerations. Additional compensation may include bonus and a comprehensive benefits package.

Schedule

N/A