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The Financial Planning & Trust Officer provides Wealth Management services to high net worth clients of the Bank in conjunction with the entire Wealth Management Team. The Officer is responsible for the development of long-term financial plans for clients; recommending financial products and services which support the requirements of the financial plan and the needs of the customer. The Officer is also responsible for the administration of trust, not-for-profit, personal investment management, employee benefit and IRA accounts. This includes managing all accounts in accordance with applicable legal and regulatory requirements, bank policies and procedures, and in conjunction with internal team members and external service providers as appropriate. This position carries the Corporate Title of Vice President.
Financial Planning
Business Development & Client Presentations
Trust & Account Administration
Special Projects
Human Resources
Full Time
$94k-130k (estimate)
04/28/2024
06/26/2024