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TrustBank · 5 hours ago

Senior Trust and Wealth Advisor

Wheaton, IL

Full-time

Onsite

Senior Level

$122K/yr - $262K/yr

TrustBank is a dynamic wealth management company seeking a Senior Trust and Wealth Advisor to join their team. The role involves providing goals-based wealth planning services to high-net-worth clients and collaborating with other professionals to enhance client relationships and expand the firm's client base.

Financial ServicesVenture Capital

Responsibilities

Work directly with clients to develop an advisory relationship and gather information related to client’s financial circumstances and goals

Analyze overall personal financial condition including complex retirement plans, estate plans, investments, taxes, insurance, cash flow, cash management and budgets

Determine client financial objectives, risk tolerance and capital requirements

Counsel and advise clients on general financial forecasts and trends

Develop a sophisticated goals-based wealth plan to bring client’s financial situation in line with their objectives and consult with client and other advisors (specialists) on a course of action

Facilitate implementation of sophisticated wealth plans based on the direction given by the client

Interact with client’s other advisors and other TrustBank service partners in the delivery of coordinated financial and wealth planning services

Review account relationships and communicate with wealth management team members to identify opportunities for cross selling

Actively leads the sales process in assigned markets, and the identification of opportunities to expand client relationships

Contribute to the development and monitoring of best practices in the delivery of financial planning services

Prepare and deliver presentations relating to the ongoing maintenance of client relationships

Develop marketing materials and plans and deliver marketing presentations

Contribute to TrustBank wealth planning thought leadership, including marketing resources

Actively engage in the cultivation of professional advisor relationships, including attendance at and participation in professional conferences and professional advisor networks

Operates independently; has in-depth knowledge of business unit / function

Carries out activities that are large in scope, cross-functional and technically difficult

Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities

Conducts preliminary analysis

Responsible for direct interaction with different committees and management

Strategic in developing, implementing and administering programs within functional areas

Other duties assigned by manager

Qualification

Wealth planningClient relationship managementFinancial analysisSales process leadershipMarketing presentationsCollaborationCommunicationStrategic thinking

Required

Responsible for providing goals-based wealth plan consulting services to high-income/net worth individuals and families, including professionals, corporate executives, business owners and others with complex financial circumstances

Collaborate with other client service team members to integrate client service delivery

Engage with the professional advisor community to advance TrustBank brand and reputation

Leads the effort in the acquisition of new clients

Retains, expands and deepens existing relationships

Work directly with clients to develop an advisory relationship and gather information related to client's financial circumstances and goals

Analyze overall personal financial condition including complex retirement plans, estate plans, investments, taxes, insurance, cash flow, cash management and budgets

Determine client financial objectives, risk tolerance and capital requirements

Counsel and advise clients on general financial forecasts and trends

Develop a sophisticated goals-based wealth plan to bring client's financial situation in line with their objectives and consult with client and other advisors (specialists) on a course of action

Facilitate implementation of sophisticated wealth plans based on the direction given by the client

Interact with client's other advisors and other TrustBank service partners in the delivery of coordinated financial and wealth planning services