AVP – Senior Relationship Manager – TrustPoint Inc

Description:
This key position within our company will provide the opportunity to lead and mentor staff as well as allow
the ability to work directly with clients in strategizing towards the preservation and continued growth of their
assets.

Duties:
Responsibilities will be vast, exciting and varied. They will include but are not limited to:

  • Providing professional consulting / advisory services to clients through the development, delivery, and implementation of a customized wealth plan (estate, tax, insurance, investment, retirement), based upon each client’s facts and circumstances.
  • Promoting the reputation of the company through communication and interaction with centers of influence.
  • Participates in the ongoing development of the organization.
  • Developing and assisting other staff members.

Qualifications:

  • Bachelors degree
  • JD, CTFA, CPA and/or CFP preferred
  • 10+ years experience (Trust account administration, Investment management and Financial markets, Fiduciary law and Compliance, Tax & estate planning, Personal financial planning)
  • Prior management or supervisory experience
  • A commitment to build and maintain outstanding client relationships with a desire to learn and embrace new experiences
  • Excellent communication skills

Benefits:

  • Full medical & dental benefits
  • Paid time off & paid holidays
  • Company paid life & long term disability insurance
  • 401(k) plan with company match
  • Pet Insurance
  • Accident, Cancer & Critical Illness insurance
  • Identity Protection Coverage
  • On-site workout facility

For more information or to apply please visit: https://trustpointinc.applicantpro.com