Financial Services Professional
2 days ago
International Search Consultants is partnering with a leading Multi-Family Office & Trust Company to fill a Client Advisor position. This role offers a unique opportunity to grow and expand the firm through a high-touch and personalized model, serving Ultra-High Net Worth Individuals and Families.
Key Responsibilities:- Manage client relationships with a working knowledge of trust and agency account administration, including fiduciary accounting, securities, finance, real estate, taxes, and estate planning.
- Develop new business 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 to ensure client activities are properly handled.
- Oversee the processes of opening accounts, drafting correspondence to clients, and 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 as a part of the senior team.
- Bachelor's degree required, advanced degree preferred (MBA or JD).
- Professional certifications (CTFA, CFP, CFA, CPA).
- Minimum 5 years of Trust and Estate Planning experience, 10 years of Wealth Advisory and Portfolio Management experience, and 5 years of business development in the UHNW space.
- Proficient knowledge of legal documents surrounding trusts, estate planning, and finance.
- Previous leadership experience and established network of accounting and legal professionals.
- Rapidly growing and well-established organization.
- High visibility to Leadership with opportunities for expansion and professional development.
- Competitive base, bonus, and comp structure with excellent benefits.
- Rewarding culture and team within a client-focused, family-oriented firm.
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South Pasadena, California, United States International Search Consultants Full time{"title": "Client Advisor Opportunity", "description": "Join Our Team of Financial Services ProfessionalsInternational Search Consultants is partnering with a leading Multi-Family Office & Trust Company to fill a Client Advisor position. This is an exciting opportunity to grow and expand the firm through a high-touch and personalized model to Ultra-High Net...
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