Summary :
Ability to consult with prospects and clients to identify their needs and provide solutions including investment portfolios, custody, and building investment trust solutions.
Prospects include individual families, court appointed trusts, nonprofits, corporations and both DB and 401(k) plans.
Critical Tasks :
New business development for Wealth & Trust Team
Build Money Guide Pro financial plans for clients and prospects
Attend sales meetings with trust officers and collaborates with partners to close the sale
Generate awareness, deliver solutions and drive new revenue through centers of influence
Assist trust officers with delivery of financial plans
Qualifications :
Bachelor's degree required
Masters degree or certifications such as CFP a plus
Experience :
5+ Years in financial services Extraco provides excellent benefits and competitive compensation.
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