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Client Advisor
2 months ago
Client Advisor/Fiduciary Advisor
Location:
South Pasadena, CA and Newport Beach, CA
ISC's team of Financial Services Recruiters are partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity. They are looking to add key players to their West Coast offices as they continue to grow and expand.
The Client Advisor will be responsible for growing and expanding the firm through their high touch and personalized model to Ultra-High Net Worth Individuals and Families. They foster a collaborative environment with unlimited opportunities to build out your role and make an impact within the firm.
Client Advisor Requirements:
Bachelor's degree is required, an advanced degree is highly preferred, MBA or JD.
CTFA, CFP, CFA, CPA.
Minimum of 5 years of Trust and Estate Planning experience preferred.
Minimum of 10 years of general Wealth Advisory and Portfolio Management experience interfacing with UHNW clients.
Minimum of 5 years of proven business development within the UHNW space.
Proficient knowledge and understanding of legal documents surrounding trusts, estate planning and finance, including trust agreements, deeds, powers of appointment, powers of attorney, stock powers, assignments, disclaimers, and partnership agreements.
Previous leadership experience.
Established network accounting and legal professionals in the local and regional markets.
Client Advisor Rewards:
Rapidly growing and well-established organization.
High visibility to Leadership with opportunities to expand the position and continued professional development.
Competitive base, bonus, and comp structure with excellent benefits.
Rewarding culture and team within a client focused, family-oriented firm.
Client Advisor Responsibilities:
Manage UHNW client relationships with extensive client contact and a working knowledge of trust and agency account administration including fiduciary accounting, securities, finance, real estate, taxes, and estate planning.
Continued development of new business. Developed through independent means, partnering with other departments and senior management, and utilizing professional networking and direct solicitation.
Manage a team of Client Advisory support individuals and delegate work to an assigned assistant.
Partner closely with other departments (investment/portfolio management, tax, operations, and planned giving/foundations) to ensure client activities are properly handled.
Oversee the processes of opening accounts, drafting correspondence to clients, transferring/distributing assets.
Work with the investment team on scheduling clients' investment performance reviews and monitoring trades.
Coordinate with tax and operations departments to provide clients with information required for tax filings and management of accounting records.
Contribute to internal committees on an ongoing basis as a part of the senior team.
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