Job Description

Job description:

If you possess expertise in fiduciary services and have a passion for helping clients achieve their financial goals, this could be the perfect next step in your career.

• Focus on customer satisfaction by building strong relationships with beneficiaries and clients.
• Meet with beneficiaries to understand investment objectives and risk tolerance
• Inherit a book of business and grow it through strategic relationship management.
• Collaborate with attorneys and CPAs to ensure clients financial well-being.
• Promote wealth management by engaging with community and professional organizations, acting as a trusted resource.
• Partner with other bank employees to identify and develop new business opportunities in wealth management.
• Collaborate with a support team to ensure seamless client service and effective account management.

Qualifications:

• 4+ years of trust or fiduciary experience
• Strong ability to build rapport with clients, colleagues, and professional partners
• Excellent communication skills, with the ability to explain investment strategies to both clients and coworkers
• New business development skills to help grow and expand your book of business.
• Bachelors degree in accounting or finance is required

Why is This a Great Opportunity:

Our client offers the best of both worldsbig-bank services with the personal relationships and small-town focus that sets them apart. With over 100 years of history and recognition as one of the nation's top 10 banks by Bank Director Magazine, they provide stability, career growth opportunities, and a culture that values its employees like family.

Unparalleled stability Our client has been in operation for over 100 years and plans to remain here for the long term.
Strong compensation and benefits, including profit-sharing (ESOP) and 401(k), allowing employees to build substantial wealth over time.
Low employee turnover and a culture that genuinely caresemployees are treated like family.
Immediate profit-sharing payoutsno delays like at other firms.
Opportunities for career growthas the company continues to expand, so do opportunities for advancement.
A community-focused work environment where relationships matter.

Abilene offers the perfect balance of small-town charm and big-city amenities. With three universities, a thriving arts and cultural scene, a low cost of living, and a strong sense of community, its an ideal place to build your career and your future.

Salary Type : Annual Salary

Salary Min : $ 130000

Salary Max : $ 150000

Currency Type : USD

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