Wealth Advisor
Our client is looking for a highly experienced VP/SVP Wealth Advisor with expertise in prospecting, cultivating, deepening, and managing client relationships to drive revenue from investment and trust relationships.
The role involves developing retirement plan accounts, corporate trust accounts, and fostering internal relationships with bankers, lenders, and other team members. Utilizing your COI network and the firm's existing COI network is crucial for identifying new opportunities, while active community engagement is essential both personally and professionally.
The position requires coverage in Jacksonville market and calls for an outgoing individual who thrives on client interaction, teamwork, and a proactive approach to business.
To learn more about our organization please visit us at To apply for this position, submit your resume by choosing one of the following: CLICKING "APPLY NOW" ON THIS PAGE (PREFERRED) Email your resume in WORD format to . Please refer to job reference code NB/wealthadvisorJAX in the subject line. NO CALLS PLEASE
Senior Trust Officer
One of our clients is looking for a Senior Trust Officer. This position will report to the leader of the Wealth Management Division. This team of 14 is surrounded by other trust officers, support staff, portfolio managers, and business development. They are supported and partnered up with an excellent and proven retail lending team.
They require at least 5 or more years of experience within a trust administrative roll that has administered trusts, managed relationships(client facing), and knowledge of investment management accounts. You'll work with Irrevocable Trusts, Revocable Trusts, ILits, some SNTs, estate settlements, non-profits, and Endowments. They've continued to grow and have an upcoming retirement and are in the succession planning stage. If you are passionate about client service, knowledgeable and experienced with trust and investment management accounts, compliant, work well with others including lenders, who loves the sense of what a community provides and offers, then this great opportunity is for you. If you currently don't live in the community, they will relocate for this exciting opportunity. This position could lead to a leadership role.
They want an experienced trust officer(open to discussing with estate planning attorneys experienced with trusts) who is great managing client relationships, gets involved in the community, who presents well to others including clients, boards, foundations, and non-profits. This is a salaried position plus bonus along with other great benefits. They pay for 100% of the employee medical benefits, and offer dental and vision.
To learn more about our organization please visit us at To apply for this position, submit your resume by choosing one of the following: CLICKING "APPLY NOW" ON THIS PAGE (PREFERRED) Email your resume in WORD format to . Please refer to job reference code NB/seniortrustofficerTX in the subject line. NO CALLS PLEASE
