Trust Advisor II

• 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

• 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

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.

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

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

• Attention To Detail
• Action Oriented
• Flexibility

• Financial Professional Designation

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