A leading financial institution in Las Vegas is seeking a Trust Advisor to manage wealth management clients and provide proactive financial advice. This role requires 7-10 years of experience in fiduciary services, with strong negotiation and problem-solving skills. You will be responsible for building client relationships, understanding their needs, and exercising fiduciary standards. The company promotes a collaborative work culture and offers opportunities for professional development in a supportive environment.
Qualifications
7-10 years’ experience in fiduciary servicing, personal trust, or estate administration.
Ability to explain difficult information and build consensus.
Knowledge of fiduciary standards and applicable laws.
Responsibilities
Manage assigned account base of wealth management clients.
Provide proactive advice on products and services.
Cultivates relationships with referral sources and influences.
Skills
Fiduciary knowledge
Technical knowledge of investments
Negotiation skills
Problem solving
Leadership
Sales skills
Education
College or university degree
Job description
A leading financial institution in Las Vegas is seeking a Trust Advisor to manage wealth management clients and provide proactive financial advice. This role requires 7-10 years of experience in fiduciary services, with strong negotiation and problem-solving skills. You will be responsible for building client relationships, understanding their needs, and exercising fiduciary standards. The company promotes a collaborative work culture and offers opportunities for professional development in a supportive environment.