PCS Trust Advisor II - Mount Laurel, NJ
Core
Administers and retains assigned trust, estate, and retirement accounts while developing comprehensive financial strategies and plans for clients.
Role type
Senior IC Private Client Services Trust Advisor
Builds
Trust and estate accounts, financial strategies, and banking relationships
Domain
Wealth Management / Estate Planning / Tax Planning
Required skills
Estate planning expertise, Trust administration, Tax planning, Sales and business development, Client relationship management, Financial strategy development
Preferred skills
Certified Trust and Fiduciary Advisor (CTFA), Financial professional designation, Trust school program completion
Technologies
Office equipment, Portfolio management systems
Responsibilities
Administer complex trust and estate accounts, achieve assigned sales and revenue targets, advise clients on estate planning and tax matters, coordinate with internal personnel for plan implementation, oversee less experienced staff as assigned, develop business plans to expand client relationships
Seniority
Senior, hands-on IC with limited supervision