Trust & Wealth Advisor

Synovus; Atlanta (GA); On-site; USD 120,000 - 180,000; Full time

Job summary

Synovus is seeking a Trust and Wealth Advisor to manage an existing client portfolio and drive new business through proactive prospecting. You will serve as the primary advisor for your clients, delivering distinctive fiduciary guidance and strategic financial planning.

The role requires a Bachelor’s degree and 10+ years of relevant experience; FINRA licensing may be required. Collaboration with Investments, Insurance, and Treasury teams is essential to meet clients’ financial needs.

Qualifications

• Stand or Walk Regularly required.
• Sit Regularly required.
• Talk and Hear Regularly required.
• Climb, Bend, Kneel, Crouch, Crawl regularly.
• Vision to see objects up close/distinguish colors; peripheral vision.

Responsibilities

• Provide distinctive service to clients and prospects in person and over the phone.
• Manage client portfolios and respond to inquiries; meet the three-ring standard.
• Review transaction reports for accuracy and identify unusual activity.
• Prepare and open New Account Acceptance documents; file in system.
• Conduct annual account reviews and refer clients to other specialty areas.

Skills

Stand or Walk Regularly

Sit Regularly

Talk and Hear Regularly

Climb Bend Kneel Crouch Crawl

Vision and Color Awareness

FINRA Licensing/Certs

Education

Bachelor's Degree or equivalent

Job description

Job Summary

A Trust and Wealth Advisor should demonstrate commitment to delivering distinctive service. This position will be responsible for managing a portfolio of existing Trust clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary advisor for a portfolio of clients.

Job Duties and Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Effectively manage client portfolios. Administer and manage client trust portfolios consistent with the Firm's policies while meeting the financial needs of clients. Review transaction report to verify accuracy of transaction description, posting to appropriate account, and identification of any unusual transactions for suspicious activity. Respond to client inquiries/requests and to internal referrals. Participate in or conduct various meetings with fiduciary/investment management clients and prospects for fiduciary/investment management services. Attend TAC meetings, DTC meetings and/or TIC meetings as well. Prepare New Account Acceptance documents, present for approval and facilitate account being opened on the System and file structure with operations staff. Review and approve submitted new accounts. Prepare encroachment requests. Conduct reviews of trial balance report for overdrafts and cash positions. Update completed ticklers. Complete annual account reviews. Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.

Minimum Education

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

Minimum Experience

10+ years job-specific experience

Required Knowledge, Skills & Abilities

• Stand or Walk Regularly


• Sit Regularly


• Talk and Hear Regularly


• Climb, Bend, Kneel, Crouch, or Crawl Regularly


• Ability to see objects up close or at a distance, use peripheral vision, identify basic colors


• Use of Hands/ability to reach This position may require FINRA licensing/certifications.

Applicants with Disabilities

All interested and qualified candidates are invited to apply for employment opportunities with Synovus. If you are an applicant with a disability who is unable to use our online tools to search and apply for jobs, please contact us at [e-mail].

Synovus is an equal opportunity employer committed to fostering an inclusive work environment.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Pinnacle Bank, a Tennessee bank, d/b/a Synovus Bank