1 Trust Advisor Job near me
gpac is Hiring a Trust advisor Near Midland, TX
We are seeking an experienced TRUST ADVISOR to join our team managing client trusts and estates. As a Trust Advisor, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, tax planning, and provide personalized advice around wealth transfer plans.
Responsibilities
- Administer various types of trusts and estates
- Provide clients clear explanations and guidance on trust accounts and estate planning strategies
- Review and interpret trust agreements and wills
- Determine trust beneficiaries and distributions; execute investment and payout decisions
- Manage communications with beneficiaries, executors, attorneys and other related parties
- Work closely with investment advisors on developing and implementing investment plans
- Stay current on trust, tax, and probate laws and regulation
Requirements
- At least 3 years of experience in trust or estate administration
- In-depth knowledge of fiduciary and trust activities
- Strong analytical thinker with excellent communication skills
- CFP (Certified Financial Planner) or CTFA (Certified Trust & Fiduciary Advisor) preferred
As a Trust Advisor with our firm, you will have the opportunity to work directly with affluent clients to preserve and continue their wealth transfer legacy plans.
This is an excellent position if you are looking to advance your career in wealth management and trust services. Qualified professionals should apply directly for consideration or email resume to tamara.thomasgogpac
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990.
We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
Last updated : 2024-05-31
Job Summary
Full Time
Business Services
$63k-86k (estimate)
06/01/2024
08/30/2024
gogpac.com
SIOUX FALLS, SD
50 - 100
1990
ALYSSA HERMAN
$10M - $50M
Business Services
Related Companies
About gpac
Growing people and companies since 1990 with a blend of art and science. Our business and expertise are the recruitment and development of top talent. Building the right people, for the right companies, right now! We have the expertise, track record, and confidence to work on nearly any project, any time, anywhere. Our team, with collective experience of over 250 years, is passionate about what we do and 100% dedicated to being the best. We are committed to providing an unequaled standard of excellence to the clients and candidates we serve. We are extremely competitive, client focused, and re ...
alize that our value is in our ability to deliver the right solutions at the right time. We understand that candidates must be proven players that fit the philosophy, goals, and culture of your organization. Throughout our over 28 years of service nationally, we have built strong relationships with thousands of people by listening, understanding, and delivering. This has allowed us to become recognized as a leader within the staffing world!
More
Show Less
The following is the career advancement route for Trust advisor positions, which can be used as a reference in future career path planning. As a Trust advisor, it can be promoted into senior positions as a Trust Operations Team Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Trust advisor. You can explore the career advancement for a Trust advisor below and select your interested title to get hiring information.
Similar Jobs
Popular Articles
