20 Best financial advisor jobs (Hiring Now!)

Trust Officer 6+ years experience
Coral Gables Trust Company —West Palm Beach, FL
Bachelor's degree in a relevant field and ideally, a master's degree. Coordinate annual unitrust payments and private foundation grant payments with tax…
From $90,000 a year
Quick Apply
10d
FINANCIAL COUNSELOR
Salina Regional Health Center —Salina, KS
Two years clerical/bookkeeping experience. Completes or initiates original billing for one or more pay classes including follow up on bills with insurance…
Estimated: $31.9K - $40.3K a year
Financial Advisor
PaperClip Finances —Remote
►Professional industry (training and license) with a clear advancement path. W2). No prior certification, experience, or education is necessary.
$50,000 - $250,000 a year
Quick Apply
Senior Financial Advisor
Paulson Investment Company, LLC —Beverly Hills, CA
Conduct meetings with clients/potential clients to evaluate financial needs and assist them in developing prudent long-term financial goals and plans.
$50,000 - $250,000 a year
Quick Apply
Advisor Advocate
Regal Financial Group —Kentwood, MI
A bachelor’s degree in business, or a related field, is a requirement. Series 6, 7, 65 or 66 and/or Insurance license is required.
$19.23 - $23.16 an hour
Quick Apply
Financial Advisor
Thrivent —Lincoln, NE
We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
Up to $150,000 a year
Quick Apply
Financial Planning Specialist
Siebenmorgen and Associates —Fort Smith, AR
Field phone calls and emails from clients. Field wanted and/or directed transactions from Client (i.e. reallocation/cash flow). Job Types: Full-time, Contract.
$30,000 - $50,000 a year
Quick Apply
Financial Advisor
Creed Agency —Remote
Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their…
$30,000 - $150,000 a year
Quick Apply
Family Medicine, Internal Medicine and Med Peds
Chelmsford Family Practice —North Chelmsford, MA
Opportunities for teaching with Tufts or UMass, opportunities to engage in physician leadership and innovative practice models such as integrated behavioral…
Estimated: $185K - $234K a year
Quick Apply
Wealth Management Advisor
Equitable Advisors —Ballston Spa, NY
You will help make a positive impact on individuals’ and businesses’ futures, marketing and implementing financial services and products that address the…
$52,000 - $165,000 a year
Quick Apply
10d
Financial Advisor
Regal Holdings, LLC —Monroe, LA
Series 7 and Series 66 licenses active and in good standing. Understand and be able to present managed strategies to utilize in client portfolios.
$64,157.26 - $77,264.66 a year
Quick Apply
11d
Tax Manager
Harrison Henderson, PLLC —Tulsa, OK
A willingness to obtain additional specialized certifications, e.g. PFS and CFP would be helpful in providing our clients with the highest level of service and…
$100,000 - $120,000 a year
Quick Apply
Financial Advisor
Prudential —Greensburg, PA
Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract…
Up to $120,000 a year
Quick Apply
Financial Representative
Auto Baraki —Remote
Responsibilities: - Provide financial guidance and support to clients - Manage client portfolios and assets effectively - Conduct financial analysis and develop…
$67,264 - $77,490 a year
Quick Apply
8h
Registered Financial Service Associate
Confidential —Rochester, NY
Business processing and follow through (entering data, account establishment, and asset transfers), dealing with outside assets, mutual fund, annuity and…
$50,000 - $90,000 a year
Quick Apply
Remote Financial Advisor
The Burge Team —Remote
Must currently hold or be willing to obtain an insurance license (must pass a state background check to obtain a license). 1-on-1 Mentorship & Training Program.
Estimated: $73.2K - $92.7K a year
Quick Apply
4d
Junior Financial Advisor - Ft. Lauderdale, FL
Coastal Wealth, A MassMutual Firm —Fort Lauderdale, FL
Financial concepts: 3 years (Required). Serve as a primary point of contact to daily interactions with prospective and existing clients including basic…
$60,000 - $70,000 a year
Quick Apply
Senior Financial Advisor - Unique Opportunity
Foguth Financial Group —Maumee, OH
Develop and present unique and comprehensive wealth management strategies and income plans. Onboard new clients through a thorough a fact-finding and needs…
$100,000 - $500,000 a year
Quick Apply
Financial Representative (Training Provided)
Northwestern Mutual - St. Louis —Creve Coeur, MO
Ideal candidates have a bachelor's degree from a four-year college or university and have strong interpersonal skills, grit and determination.
$76,000 - $176,000 a year
Quick Apply
2d
Financial Advisor
Sagient —Honolulu, HI
Bachelor's degree in Finance or related field. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term…
Estimated: $108K - $137K a year
Quick Apply

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Trust Officer 6+ years experience

Coral Gables Trust Company West Palm Beach, FL

Quick Apply

Job Details

Full-time From $90,000 a year 10 days ago

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Life insurance

Qualifications

Microsoft Powerpoint
Microsoft Word
Wealth management
Microsoft Excel
6 years
Microsoft Outlook
CFP
CTFA
Writing skills
Microsoft Office
Master's degree
Bachelor's degree
Leadership

Full Job Description

The Trust Officer works directly with clients and acts internally as a liaison between the Managing Directors and all other service areas of the organization, such as Tax and Financial Planning, Investments, Legacy Planning and Trust Administration, Alternative Asset Management, Philanthropic Advisory, Real Estate, and Insurance Advisory.

The role is an exciting opportunity at Coral Gables Trust Company to join a collaborative team of dedicated professionals servicing clients on our Trust Administrative team. The Relationship Manager is responsible for developing and maintaining client relationships through proactive client communication and the coordinated delivery of services to individuals, families, trusts, and foundations.

Client Service

Managing account base of trust and wealth management clients with a thorough understanding of client’s needs and goals by communicating with clients and ensuring their objectives are met and having in-depth knowledge of their governing documents and agreements.
Communicate with clients and their advisors regularly. Provide timely and thorough response.
Attend client meetings, document issues discussed, and coordinate follow up.
Oversee preparation of client meeting materials. Create custom reports proactively and as requested.
Document client information and communications in Wealthbox Coral Gables Trust Company's CRM.

Trust Administration

Oversee account opening and closing procedures and review related documents.
Oversee account transactions and reporting.
Review and be comfortable with client wills, trusts and governing documents and their application to client account administration. Establish necessary automated reminders and follow through.
Coordinate with fiduciary counsel as needed to ensure administration is in accordance with governing documents.
Prepare Annual Relationship Reviews and assure that all accounts comply with all regulatory requirements.
Prepare initial and annual trust reviews and requests for all discretionary distributions from trusts and for all special investments in trust.
Coordinate annual unitrust payments and private foundation grant payments with tax department.
Process gifts to charity and family. Prepare and send Crummey letters as appropriate.
Coordinate with tax clients outside tax preparers on reporting gifts to, and use of GST exemption on gift tax returns for, irrevocable trusts.
Other duties and responsibilities as assigned by the Chief Trust Officer.

Qualifications

Bachelor's degree in a relevant field and ideally, a master's degree.
Trust Officer must have six or more years of Trust administration experience in a Trust company.
Ideally, Certified Trust and Fiduciary Advisor (CTFA) or Certified Financial Planner (CFP).
In-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience, is required.
Excellent writing and presentation skills.
Demonstrated leadership and teamwork qualities.
Ability to organize, complete multiple tasks within deadlines and complete accuracy.
Proficient in Microsoft Office Suite (Excel, Outlook, PowerPoint, and Word), and ideally in Wealthbox.

Actual salary varies and is based on various factors, such as skills, experience, and qualification for the role. It is not typical for offers to be made at or near the top of the range.

Job Type: Full-time

Pay: From $90,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Life insurance
Paid time off
Professional development assistance
Vision insurance

Schedule:

8 hour shift
Monday to Friday

Supplemental pay types:

Bonus opportunities

Application Question(s):

Have you administered 100-150 trust accounts?

Education:

Bachelor's (Required)

Experience:

Trust administration as a Trust Officer in Trust company: 6 years (Required)

License/Certification:

Certified Trust and Fiduciary Advisor (CTFA) designation (Preferred)
Certified Financial Planner (CFP) designation (Preferred)

Ability to Relocate:

West Palm Beach, FL: Relocate before starting work (Required)

Work Location: In person

Quick Apply

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Trust Officer 6+ years experience

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