Senior Trust & Wealth Advisor

synovuscareers; South Carolina; On-site; USD 100,000 - 150,000; Full time

Job summary

Pinnacle in South Carolina seeks a Trust and Wealth Advisor to manage an existing client portfolio and aggressively solicit qualified prospects, becoming the primary advisor for a select group of clients.

You will provide distinctive service in person and by phone, respond to inquiries, review transactions for accuracy, coordinate with fiduciary and investment teams, attend relevant meetings, and ensure all accounts are opened and maintained according to policy.

Qualifications

• Bachelor's Degree or equivalent combination of education and experience.

Responsibilities

• Manage a portfolio of existing Trust clients and aggressively solicit identified qualified prospects.
• Become the primary advisor for a portfolio of clients.
• Provide distinctive service to clients in person and over the telephone and respond to inquiries.
• Review transactions and ensure accuracy of descriptions and posting.
• Attend fiduciary/investment management meetings and coordinate with teams to meet client needs.

Skills

Portfolio management

Client relationships

Sales/prospecting

Fiduciary knowledge

Communication skills

FINRA licensing

Education

Bachelor's degree

Job description

Pinnacle in South Carolina seeks a Trust and Wealth Advisor to manage an existing client portfolio and aggressively solicit qualified prospects, becoming the primary advisor for a select group of clients.

You will provide distinctive service in person and by phone, respond to inquiries, review transactions for accuracy, coordinate with fiduciary and investment teams, attend relevant meetings, and ensure all accounts are opened and maintained according to policy.