Wealth and Trust Advisor - HNW (AR)

Summary:

Our client seeks a Wealth and Trust Advisor to grow their presence by developing professional contacts in the community and internal contacts within the organization. This position is with a successful, well-respected, multi-billion asset financial institution with strong community ties. This organization is known for its team culture. You will work with internal referral sources and external centers of influence.

Responsibilities:

• Sell trusts, investments, foundations, and some institutional products to high net worth (HNW) clients ($1 million and above)

• Build rapport with commercial lenders, private bankers, and bank leadership to generate referrals and close business

• Build a network with the professional community i.e. CPA's, attorneys, to generate sales referrals

• Partner with financial advisors on non-fiduciary investment accounts

• Stay in contact with clients to gain additional business

• Develop new business by networking with internal and external contacts

• Work closely with trust officers and investment officers

• Be a part of the community, participating in community events

Required Skills and Experience:

• 5+ years of proven sales experience selling to high net worth individuals

• Understand investment accounts, and trusts – both revocable/irrevocable

• Series 7, 66, Life & Health licenses or be willing to acquired

• Be a team player

• Do what is best for the client

• Focus on growing the company

• Bachelor's degree required

• CTFA, CFP, CPA, JD, AIF, CWS etc. are a plus

• Clean U-4