Senior Trust Advisor At Solus Trust
Raymond James Financial
Elevate your career as a Senior Trust Advisor with Solus Trust Company, part of Raymond James Ltd. Engage in business development and strengthen client relationships while delivering premium service.
As a Senior Trust Advisor, you'll be integral to our Estate & Trust Solutions Team, reporting to the regional AVP. This role focuses on management of estate and trust accounts and driving partnerships with financial advisors and Centers of Influence. Your expertise will help clients navigate their estate planning needs, leveraging our trust solutions.
Key Responsibilities: - Collaborate with the team for best-in-class client service - Deliver comprehensive estate planning and trust advice - Partner with RJL advisors for client meetings - Develop and strengthen HNW client relationships - Conduct skill builds and webinars for education
Requirements: - 3+ years in estate or trust planning required - Experience managing trust accounts preferred - Degree in a related field - Strong analytical and communication skills - Technical knowledge of wealth planning strategies
Bring your expertise in estate management and client relations to Solus Trust Company and make a significant impact.#J-18808-Ljbffr
As a Senior Trust Advisor, you'll be integral to our Estate & Trust Solutions Team, reporting to the regional AVP. This role focuses on management of estate and trust accounts and driving partnerships with financial advisors and Centers of Influence. Your expertise will help clients navigate their estate planning needs, leveraging our trust solutions.
Key Responsibilities: - Collaborate with the team for best-in-class client service - Deliver comprehensive estate planning and trust advice - Partner with RJL advisors for client meetings - Develop and strengthen HNW client relationships - Conduct skill builds and webinars for education
Requirements: - 3+ years in estate or trust planning required - Experience managing trust accounts preferred - Degree in a related field - Strong analytical and communication skills - Technical knowledge of wealth planning strategies
Bring your expertise in estate management and client relations to Solus Trust Company and make a significant impact.#J-18808-Ljbffr
Vacancy posted 1 hour ago
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