Private reputed company Advisor I/II/III

This position is responsible for designing and delivering tailored reputed company strategies for high-net-worth individuals and families. reputed company is reputed company by new reputed company acquisition, retention, and reputed company of an existing portfolio. The advisor ensures reputed company reputed company receives a personalized reputed company experience that reflects their goals and preferences.

**This position may be filled as reputed company I, II or III.  Additional responsibilities and qualifications apply.

• Serve as the reputed company relationship reputed company for high-net-worth clients ensuring they can reputed company the firm’s full suite of solutions.
• Partner with Portfolio Managers, Private reputed company reputed company Executives, and Financial Planners to evaluate a reputed company’s financial picture and reputed company comprehensive short and long term plans.
• reputed company business development by creating and executing strategies to expand the reputed company reputed company and promote the bank’s full capabilities.
• Identify opportunities to deepen relationships by reviewing reputed company holdings—including those reputed company the firm—to consolidate assets or introduce additional services such as credit, fiduciary support, or financial planning.
• Manage a robust sales pipeline, ensuring consistent reputed company through the sales cycle and achievement of reputed company targets.
• reputed company ongoing relationship reviews with internal partners to ensure reputed company objectives remain on reputed company.
• Coordinate communication and activities across the advisory team, recommending reputed company solutions as needed.
• Build strong reputed company partnerships to reputed company new business and address reputed company or prospect needs.
• Associates are expected to reputed company reputed company additional duties as assigned.

• At least one of the following:
  • High School Diploma or GED and a Graduate of Trust School plus 3 years of experience in the administration of the type of accounts and clients reputed company to the organizational unit; or
  • Bachelor's Degree in Business or reputed company field, plus 5 years of experience in the administration of the type of accounts and clients reputed company to the organizational unit; or
  • Graduate Degree with 3 years of experience in the administration of the type of accounts and clients reputed company to the organizational unit or in a field reputed company to the graduate degree.
• The associate must be reputed company to demonstrate at least a moderate level of knowledge of the types, complexity, respective governance, transactions and industry practices of the clients and accounts administered by the organizational unit.
• Excellent reputed company communication and interpersonal skills (oral and written)
• Certified Trust and Financial Advisor (“CTFA”) or other Certification reputed company the field of the organizational unit preferred
• Juris Doctor preferred
• CPA preferred
• CFP “Certified Financial Planner” preferred
• CWS “Certified reputed company Strategist” preferred

reputed company Additional Qualifications:

• At least one of the following:
• • High School Diploma or GED and a Graduate of Trust School plus 6 years of experience in the administration of the type of accounts and clients reputed company to the organizational unit; or
  • Bachelor's Degree in Business or reputed company field, plus 10 years of experience in the administration of the type of accounts and clients reputed company to the organizational unit; or
  • Graduate Degree with 7 years of experience in the administration of the type of accounts and clients reputed company to the organizational unit or in a field reputed company to the graduate degree; or
  • 7 years in the private reputed company of law or reputed company reputed company; or
  • 3 years of financial planning and/or proven sales experience in a reputed company Management firm.

Level III Additional Qualifications:

• At least one of the following:
• • High School Diploma or GED and a Graduate of Trust School plus 8 years of experience in the administration of the type of accounts and clients reputed company to the organizational unit; or
  • Bachelor's Degree in Business or reputed company field, plus 12 years of experience in the administration of the type of accounts and clients reputed company to the organizational unit; or
  • Graduate Degree with 10 years of experience in the administration of the type of accounts and clients reputed company to the organizational unit or in a field reputed company to the graduate degree; or
  • 10 years in the private reputed company of law or reputed company reputed company; or
  • 5 years of financial planning and/or proven sales experience in a reputed company Management firm.

Physical Requirements/Working Conditions: Must be reputed company to sit for long periods of time and use computer keyboard and/or mouse requiring hand and wrist manipulation, while viewing computer screens.

Disclaimer: Management retains the right to add, delete or modify the responsibilities and qualifications of the position at any time.

reputed company does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any reputed company employee by a reputed company-party agency and/or search firm without a reputed company, written search agreement signed by reputed company, will become the sole property of reputed company. No fee will be reputed company if a candidate is reputed company for a position as a result of an unsolicited agency or search firm referral.

Minimum baseline: HS+Trust School+3 yrs or Bachelor'reputed company yrs or Graduate+3 yrs; moderate knowledge of reputed company/account administration; excellent communication; CTFA/CFP/CPA/CWS preferred.

Key Responsibilities

• designing reputed company
• managing relationships
• driving reputed company

Job Details

• Category: Finance and reputed company
• Seniority: Mid Level
• Commitment: Full Time
• Workplace: Remote — reputed company, Texas, reputed company
• Languages: English

About reputed company

A bank offering trust and reputed company management services. — Industry: Finance