Senior Fiduciary Financial Advisor

3 days ago


Fort Myers, Florida, United States Finemark National Bank Full time

**Job Summary**

We are seeking a highly skilled Senior Fiduciary Financial Advisor to join our team at Finemark National Bank. In this role, you will be responsible for managing and administering complex trust relationships, providing exceptional client service, and ensuring compliance with regulatory requirements.

Key Responsibilities:

  • Administer trust accounts in accordance with governing instruments, federal and state laws, and bank policies and procedures
  • Monitor and review account retention to ensure optimal client satisfaction
  • Document client communications on contact management systems and coordinate proactive communication efforts
  • Participate in and monitor financial planning processes to provide tailored solutions to clients
  • Ensure timely completion of Trust Account Reviews and accurate set-up of new accounts by account opening associates
  • Process discretionary distributions in a timely and efficient manner
  • Review governing legal and entity documents to direct Bankers in new account titling for all Trust, Fiduciary, and complex entity-owned deposit accounts
  • Conduct Trust Lending Reviews for all loans made to Trust and Entity Borrowers
  • Address and resolve complex issues related to trust administration and beneficiary concerns
  • Support the development of existing relationships and facilitate new business efforts
  • Maintain current knowledge of regulatory, fiduciary law, tax law, and economic environment

Requirements:

  • At least 10 years of experience in managing trust accounts for a wealth management company
  • Juris Doctor required
  • Proven experience in managing large and complex trust accounts, including investment decisions and compliance with legal and regulatory requirements
  • Deep understanding of complex financial instruments, investment strategies, and estate planning
  • Extensive knowledge of trust laws, tax regulations, and compliance requirements
  • Ability to mentor junior staff and oversee complex trust accounts
  • Proficiency in analyzing complex financial statements, investment portfolios, and legal documents
  • Exceptional verbal and written communication skills for interacting with high-net-worth clients, beneficiaries, and legal professionals
  • Expertise in managing multiple high-value trust accounts, maintaining accurate records, and ensuring compliance with deadlines

Preferred Qualifications:

  • CPA preferred
  • Master's Degree especially in business administration (MBA) or a related field, preferred
  • Advanced certifications such as Certified Trust and Fiduciary Advisor (CTFA) or Certified Financial Planner (CFP) preferred

Salary:** $120,000 - $180,000 per year, based on experience and qualifications



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