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Wealth Management Officer
2 months ago
We are in search of a skilled wealth management officer to become a vital part of our organization, overseeing client trusts and estates.
In this role, you will engage directly with affluent clients to manage their trust assets, execute estate plans, and offer tailored guidance on wealth transfer strategies.
Key Responsibilities
- Administer a variety of trust and estate accounts
- Offer clients comprehensive insights and advice on trust management and estate planning techniques
- Analyze and interpret trust documents and wills
- Identify trust beneficiaries and manage distributions; make informed investment and payout decisions
- Facilitate communication with beneficiaries, executors, legal advisors, and other involved parties
- Collaborate closely with investment professionals to create and implement investment strategies
- Keep abreast of developments in trust, tax, and probate legislation
- Bachelor's degree in Finance, Accounting, or a related discipline; JD degree is advantageous
- Minimum of 5 years of experience in trust or estate management
- Extensive knowledge of fiduciary responsibilities and trust operations
- Strong analytical skills paired with exceptional communication abilities
- CFP (Certified Financial Planner) or CTFA (Certified Trust & Fiduciary Advisor) certification is preferred
As a wealth management officer with our firm, you will have the chance to work closely with high-net-worth clients to safeguard and perpetuate their wealth transfer legacies.
This position offers a unique opportunity for those looking to enhance their careers in wealth management and trust services.
All qualified candidates will be considered without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is a distinguished search firm dedicated to placing exceptional professionals across various industries throughout the United States since 1990.
We pride ourselves on being competitive, client-centric, and recognize that our true value lies in our ability to provide the right solutions at the right time.
