Trust & Fiduciary Advisor

Trust & Fiduciary Advisor

D.A. Davidson is seeking a Trust & Fiduciary Advisor to manage the administration of a variety of D.A. Davidson Trust Company client relationships in accordance with the terms of the accounts and in a manner consistent with the needs of principals and beneficiaries. This position is accountable for developing quality client relationships, professional contacts, supporting the Financial Professionals of D.A. Davidson & Co. and soliciting new business.

Required Qualifications :

• Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law
• 10+ years of fiduciary experience, with a focus on business development and relationship management
• Working knowledge of advanced estate planning concepts, tax strategies and an overall knowledge of Wealth management and the securities industry.
• Effective communication skills both verbal and written, being able to convey thought provoking insight regarding client issues and concerns.
• Proven analytical ability and detail orientation with ability to manage client and firm priorities
• Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software.
• Ability to work effectively as part of a team; mentor others and serve as a role model

Preferred Qualifications :

Duties :

What we offer :

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully : incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy.