Trust Advisor II

Jobtailor; Burlington (VT); On-site; USD 90,000 - 120,000; Full time

Job summary

Jobtailor in Vermont, Burlington seeks an experienced financial planner to administer and expand assigned accounts including trusts and estates. The role involves developing strategic financial plans and maintaining strong client relationships to meet goals and drive sales growth.

The ideal candidate has 5+ years of related experience, deep knowledge of wills, estate and investment planning, and excellent communication skills. A professional designation is preferred.

Qualifications

• Bachelor's degree or progressive work experience
• 5+ Years of related experience
• Thorough knowledge of wills, estate, trust and investments
• Financial professional designation preferred
• Proven sales ability, including successfully attracting new clients
• Attention to detail
• Strong execution skills and action oriented
• Excellent communication skills, both written and verbal
• Critical thinker with flexibility and ability to think out of the box

Responsibilities

• Administers and retains assigned accounts, including trusts, estates, personal retirement and agency relationships
• Establishes and maintains strong business relationships with clients to determine their financial goals and objectives and develops comprehensive financial strategies and plans
• Achieves assigned sales goals by developing internal and external networks, obtaining referrals from clients, and expanding and deepening current relationships
• Participates in presentations to individual and institutional clients to provide information on a variety of tax and financial planning services
• Monitors clients' accounts, resolving problems and communicating with internal and external contacts for real estate, legal, tax and asset management

Skills

Financial Planning

Account Administration

Tax Planning

Investment Management

Sales Strategy

Problem Resolution

Critical Thinking

Education

Bachelor's degree

Job description

• Administers and retains assigned accounts, including trusts, estates, personal retirement and agency relationships
• Establishes and maintains strong business relationships with clients to determine their financial goals and objectives and develops comprehensive financial strategies and plans
• Achieves assigned sales goals by developing internal and external networks, obtaining referrals from clients, and expanding and deepening current relationships
• Participates in presentations to individual and institutional clients to provide information on a variety of tax and financial planning services
• Monitors clients' accounts, resolving problems and communicating with internal and external contacts for real estate, legal, tax and asset management

Requirements

• Bachelor's degree or progressive work experience
• 5+ Years of related experience
• Thorough knowledge of wills, estate, trust and investments
• Financial professional designation preferred
• Proven sales ability, including successfully attracting new clients
• Attention to detail
• Strong execution skills and action oriented
• Excellent communication skills, both written and verbal
• Critical thinker with flexibility and ability to think out of the box

Core Competencies

Demonstrates expertise in financial strategy development, client relationship management, and comprehensive knowledge of estate, trust, and investment planning. Proven ability to achieve sales goals and effectively communicate complex financial information to diverse audiences.

Highest-signal resume keywords

• Financial Strategy Development
• Client Relationship Management
• Wills, Estate, Trust, And Investments Knowledge
• Proven Sales Ability
• Excellent Communication Skills

ATS Optimization Keywords

Hard Skills

• Financial Planning
• Account Administration
• Tax Planning
• Investment Management
• Sales Strategy
• Problem Resolution
• Critical Thinking

Soft Skills

• Attention To Detail
• Action Oriented
• Flexibility

Certifications & Qualifications

• Financial Professional Designation

Industry Keywords

• Trusts
• Estates
• Retirement Accounts
• Client Presentations
• Asset Management