What are the responsibilities and job description for the Relationship Manager position at Financial Recruiters International?
We are partnering with a highly respected financial institution seeking a relationship-driven Trust professional to join their growing team. This is a fantastic opportunity to work with high-net-worth clients, manage complex fiduciary relationships, and play a key role in delivering thoughtful estate and wealth planning solutions.
This role is open due to continued AUM growth, offering high visibility, stability, and strong long-term upside.
đź“Ť Location: Columbia, Missouri and surrounding markets
What We’re Looking For:
• Bachelor’s degree in Finance, Business, Accounting, or related field
• Highly preferred certifications: CFP, CTFA, or JD
• 5–10 years of experience in trust administration, estate planning, or wealth management
• Strong knowledge of fiduciary principles, trust/estate administration, and regulations
• Detail-oriented with strong problem-solving and communication skills
• Collaborative, client-focused approach with high professionalism
What You’ll Do:
• Administer trusts, estates, IRAs, and investment management accounts
• Manage fiduciary and administrative responsibilities in line with legal and compliance standards
• Serve as a trusted advisor to clients on estate planning, tax considerations, and wealth transfer strategies
🚀 We’re expediting the process and beginning interviews now.
đź“© Apply and follow up via text or call: 314-949-2007 đź“… Schedule time: https://calendly.com/christie-recruiter007
If you’re looking for a place where your expertise is valued, your voice is heard, and you can build meaningful, long-term client relationships—this is it. Join a collaborative, forward-thinking team that’s passionate about making an impact.