Senior Wealth Strategist

Carr, Riggs & Ingram, L.L.C.; Sarasota (FL); On-site; USD 110,000 - 180,000; Full time

Benefits offered by this job

PTO days (21)

Paid holidays (9)

Long-term disability insurance

Life insurance

Medical insurance (Blue Cross Blue SH)

Dental coverage

Vision coverage

Parental leave

Job summary

Preferred Legacy National Trust Bank is a federally chartered trust institution offering fiduciary, wealth management, and family office services to high-net-worth individuals and families. The Senior Wealth Strategist will manage HNW client relationships, oversee trusts and estate administration, and drive new business through referrals within the family of companies.

The role reports to the CEO & Vice-Chairman and collaborates with the advisory team to meet investment objectives and compliance

Qualifications

• Bachelor's degree or equivalent experience in business or related field.
• CPA, JD, or CTFA preferred; licenses not required.
• Ability to read, analyze, and interpret business documents.
• Ability to advise on complex estate structures.
• Strong written and verbal communication; reports and manuals.

Responsibilities

• Prospect new client relationships and sales process.
• Manage high-net-worth client relationships.
• Consult with advisory team on planning needs and implementation.
• Monitor compliance with trust documents.
• Direct administration of estate accounts.
• Refer new business within family of companies.
• Provide excellent customer service to a diverse client base.
• Collaborate with wealth trust team to meet departmental goals.
• Ensure timely follow-up on client issues and needs.
• Work independently with minimal supervision when needed.

Skills

Client relationship management

Estate planning advisory

Communication skills

Negotiation

Problem solving

Education

Bachelor's degree

CPA/JD/CTFA preferred

Job description

This position may work from our Nasvhille, Dallas, Summerville, or Sarasota locations.

The Preferred Legacy National Trust Bank is a federally chartered trust institution providing comprehensive fiduciary, wealth management, and family office services to high-net-worth individuals and families. With a highly personalized and client-focused approach, the Bank delivers integrated solutions across trust and estate administration, retirement and custodial services, and financial oversight. We collaborate closely with clients and their advisors to ensure seamless execution of complex planning strategies, with a focus on preserving and transferring wealth across generations.

Position Overview

The Senior Wealth Strategist will serve high net worth clients as the family strategist to include trusts and estate administration. This position is responsible generating new business by establishing and maintaining partnerships within the family of companies that foster referrals and teamwork, and will assist the Portfolio Manager in setting investment objectives client portfolios. The Senior Wealth Strategist is the primary point of contact and relationship manager for the established clients in their portfolio. This position reports directly to the CEO & Vice-Chairman.

Essential Functions:

• Participate prospecting and the sale process of new client relationships.
• Manage HNW client relationships
• Work with the clients advisory team to consult on HNW client planning needs and implementation
• Monitor compliance with trust documents.
• Direct the administration of department estate accounts.
• Work with local professionals on trust and estate matters.
• Refer new business within the family of companies.
• Provide excellent customer service to a diverse customer base.
• Function as part of the wealth trust team, interacting with other members of the trust department to attain departmental goals.
• Direct the Administrator to maintain trust files.
• Provide clear and consistent follow-up as needed on all client issues and needs.
• Work as a team to solve client issues and grow client revenue.
• Adhere to all compliance standards including but not limited to the USA Patriot Act and the Anti-Money Laundering Program.
• Ability to maintain a positive and professional work environment.
• Ability to work independently with little supervision when needed and able to manage multiple tasks.
• Must be motivated to excel.

Qualifications:

• Bachelor's degree (B.A.) from a four-year college or university; or two years or more of related experience and/or training; or equivalent combination of education and experience.
• CPA, JD, or CTFA preferred; no certificates, licenses, or registrations required.
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or government regulations.
• Ability to advise on complex estate structures
• Ability to write reports, business correspondence, and procedure manuals.
• Ability to effectively present information and respond to questions from groups of managers, clients, and the general public.
• Strong negotiation skills with the ability to overcome client objections.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. CRI will not sponsor applicants for U.S. work visa status for this position or future positions (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Preferred Legacy Trust offers a generous benefits package that includes 21 PTO days, 9 paid holidays, and company-paid long-term disability and life insurance. Employees also have access to Blue Cross Blue Shield medical insurance, as well as dental, vision, and short-term disability coverage. Additional benefits include parental leave, flexible spending accounts, and a 401(k) retirement plan.