High Net Worth Account Executive

4 days ago


Wayzata, Minnesota, United States Disability Solutions Full time
Key Responsibilities:
  • Service assigned Trust Department related accounts, including investment agency, trusts, IRAs, and custodial accounts.
  • Retain, develop, and expand multi-level relationships with existing high net worth clients to drive asset growth and revenue.
  • Provide wealth planning concepts and solutions, acting as a consultant for internal partners and profiling for cross-selling opportunities.

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