Senior Trust Advisor

Jobtailor; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

Jobtailor in Boston seeks an experienced Senior Financial Advisor to manage assigned client accounts including trusts, estates, and personal retirement plans. You will develop comprehensive strategies, explain documents, and advise on banking, gifting, and tax matters.

You will expand the client base, work independently on complex issues, gather financial information, prepare recommendations, and present to individual and institutional clients.

Qualifications

• Bachelor's degree or progressive work experience.
• 7+ years of related experience.
• Comprehensive knowledge of wills, estate, trust and investments.
• Financial or professional designations required.
• Strong sales ability, including proven experience attracting new clients.
• Strong execution skills and action oriented.
• Strong interpersonal and relationship management skills.
• Supervisory experience preferred.
• Excellent communication skills, both written and verbal.
• Thoughtful, analytical problem solving and flexible thinking.

Responsibilities

• Administers and retains assigned accounts, including trusts, estates, personal retirement and agency relationships.
• Establishes and maintains strong business relationships with clients.
• Determines clients' financial goals and objectives and develops comprehensive financial strategies and plans.
• Explains terms of governing documents and advises clients concerning banking needs, estate planning, gifting, and tax matters.
• Achieves assigned sales goals by developing internal and external networks, obtaining referrals from clients, and expanding and deepening current relationships.
• Works independently and autonomously and makes decisions on more advanced and complex issues.
• Develops and maintains relationship with clients to discuss financial goals and objectives.
• Ensures relevant client financial information is gathered and prepares recommendations.
• Monitors clients' accounts, resolving problems and offering alternatives.
• Participates in presentations to individual and institutional clients.

Skills

Experience 7+ yrs

Sales ability

Relationship mgmt

Communication

Supervisory exp

Critical thinker

Education

Bachelor's degree

Job description

Responsibilities

• Administers and retains assigned accounts, including trusts, estates, personal retirement and agency relationships
• Establishes and maintains strong business relationships with clients
• Determines clients' financial goals and objectives and develops comprehensive financial strategies and plans
• Explains terms of governing documents and advises clients concerning banking needs, estate planning, gifting, and tax matters
• Achieves assigned sales goals by developing internal and external networks, obtaining referrals from clients, and expanding and deepening current relationships
• Works independently and autonomously and makes decisions on more advanced and complex issues
• Develops and maintains relationship with clients to discuss financial goals and objectives
• Ensures relevant client financial information is gathered and prepares recommendations
• Monitors clients' accounts, resolving problems and offering alternatives
• Participates in presentations to individual and institutional clients

Requirements

• Bachelor's degree or progressive work experience
• 7+ Years of related experience
• Comprehensive knowledge and in-depth understanding of wills, estate, trust and investments required
• Financial or professional designations required
• Strong sales ability, including proven experience successfully attracting new clients
• Strong execution skills and action oriented
• Strong interpersonal and relationship management skills required
• Supervisory experience preferred
• Excellent communication skills, both written and verbal
• Systematic, integrated and critical thinker with flexibility and ability to think out of the box to provide solutions to meet a variety of business/market needs
• Completion of a recognized trust school program preferred prior to employment