PCS Senior Trust Advisor - Philadelphia, PA
Core
Administers and retains assigned trust, estate, and retirement accounts while developing comprehensive financial strategies for high-net-worth clients.
Role type
Senior IC Private Trust Advisor
Builds
Trust and estate accounts, financial plans, and banking relationships
Domain
Wealth Management / Private Trust / Estate Planning
Required skills
Estate planning, trust administration, tax planning, sales, relationship management, financial strategy, regulatory compliance, data analysis, business development, supervisory oversight
Preferred skills
Certified Trust and Fiduciary Advisor (CTFA), supervisory experience, real estate or probate specialty
Technologies
Office equipment, internal banking systems
Responsibilities
Administer complex trust and estate accounts, establish client financial goals, explain governing documents, achieve sales and retention targets, oversee less experienced staff, coordinate with tax and investment teams, develop business plans, and ensure regulatory compliance.
Seniority
Senior, hands-on IC with supervisory responsibilities