Trust Financial Planner

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.