Trust Advisor I

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Trust Advisor I
The candidate will provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participate as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both internal and external sources. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with client or prospect goals and objectives. Utilize other specialist where appropriate. Provide financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, and risk solutions. Understand and provide interpretation as related to fiduciary documents and strategies. Conduct client and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination, taxation, etc.. Obtain client information and partner with internal teams (FIRM, Advisory Centers, COE, etc.) to complete tasks relevant to account administration. Adhere to all internal policies and procedures related to the firm Bank and the firm Wealth, as determined from time to time by the Risk Management and Governance teams. Work independently on all but the most complicated matters, assists teammates and partners when necessary. Identify and develop a book of business with the primary focus for relationships with AUM in the $5mm – $25MM threshold. Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law is required. JD, MBA, CPA, CFP, CTFA is preferred. Should have 4+ years of fiduciary experience, with a focus on business development and relationship management. Should preferably have 6+ years of fiduciary experience with a focus on business development and relationship management.

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