Location State: VT
Base Salary: $70,000 - 75,000+ DOE
Bonus & Incentives: Paid 35% of first year fees booked within calendar year. Incentive is uncapped.
Position Responsibilities: One hundred year old firm with excellent market penetration seeks trust professional to be primary account manager for a class of accounts including trusts, estates, investment management accounts and IRAs. Will ensure delivery of quality service and maximize account retention efforts. Regularly meets with customers to review investment performance and conduct comprehensive wealth management services, including estate planning when appropriate. Responsible for developing new business from existing client base, centers of influence, select bank employees and other external sources.
Education and Certifications/Licenses: Bachelors, CFP preferred but not required
Mandatory Minimum Qualifications: Candidates for this position must possess strong selling and interpersonal communication skills, as well as three or more years of investment experience, not only to maintain and nurture existing relationships, but also attract and develop new business. Income tax and estate tax experience, trust and estate administration and supervisory experience is helpful.
Preferred Qualifications: Additionally, the successful candidate should possess demonstrated knowledge of investment instruments, client relationship building skills, superior written and verbal skills and strong personal computer skills using Word, Excel, Outlook and PowerPoint.
Benefits: Health, Dental, Life, Disability, Long Term Care Ins., 401k, Defined-benefit Pension, Flexible Spending Account, Tuition Reimbursement, etc.
Overnight Travel: Limited
Relocation Assistance: Yes
Special Note: Please respect our recruiting members' time by only replying to positions where your experience meets the qualifications specified. Due to the large volume of responses we receive we regret we are unable to respond to every applicant.
To apply for this Job: please send your resume to <[email protected]> and reference the job number.