Wealth Fiduciary Consultant

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Northwest, AR
Job Type
Direct Hire
Sep 26, 2018
Job ID
Our client seeks a Wealth Fiduciary Consultant to consult with High Net Worth (HNW), Ultra High Net Worth (UHNW), and Business Clients.   This is an expanding company with an entrepreneur flair.  They are growing through acquisitions and organically.  As Wealth Fiduciary Consultant, you will have the opportunity to grow with the company. The position is open due to an internal transfer.

As Wealth Fiduciary Consultant, your duties will include: 
  • Act as relationship manager to an inherited book of HNW and UHNW clients and businesses
  • Consult with clients and prospective clients regarding trusts, investment agencies, foundations, and institutional products
  • Build rapport with commercial lenders, private bankers, and bank leadership to generate referrals and close business.
  • Grow clients through relationships and referrals from COI’s.  
  • Must be customer focused.
  • Must be team oriented.
  • Knowledge of a variety of accounts i.e. estates, investment management, and trusts.
  • Confident in communication, be able to build rapport
  • Experience working with HNW / UHNW individuals and business with $1 million or more in investable assets.
  • Bachelor’s degree required, CTFA, CFP, AIF, JD, etc. preferred
  • Series 7, 66, Life & Health licenses or be willing to acquired
Compensation:  DOE, lucrative incentive plan

Keywords:  Trust, Wealth Management