Job Overview
We are excited to announce an exceptional opportunity for a dynamic and experienced professional to join a well-established trust company as it expands its operations in the Heathrow, FL area. We are looking for Attorneys, Financial security and Insurance experience, Support staff, Marketing staff and a receptionist, Please respond with RESUME & SALARY REQUIREMENTS.
With a proud legacy spanning over four decades, this trusted institution is seeking a dedicated individual to lead and support its growing wealth management, estate planning, and financial services offerings. This role is ideal for someone passionate about delivering personalized financial solutions, navigating complex securities laws, and fostering strong client relationships. Join us in shaping the future of trust and asset management while enjoying a vibrant, growth-oriented environment that values expertise, innovation, and integrity.
Responsibilities
- Develop and implement comprehensive estate planning strategies tailored to high-net-worth clients, ensuring compliance with relevant securities law and tax regulations.
- Provide expert guidance on wills, trusts, and estate law to facilitate seamless wealth transfer and asset protection.
- Manage investment portfolios by analyzing financial data, conducting research, and applying financial concepts to optimize client outcomes.
- Engage in proactive financial sales efforts by identifying client needs, presenting tailored solutions, and expanding the firm’s client base through relationship management.
- Oversee cash management and asset management activities, ensuring efficient handling of client assets while adhering to banking regulations such as the Bank Secrecy Act.
- Utilize advanced financial software and accounting tools to perform detailed financial analysis, reporting, and planning.
- Collaborate with legal and compliance teams to ensure adherence to technical accounting standards and financial services regulations.
- Conduct ongoing research on market trends, investment opportunities, and regulatory changes impacting wealth management practices.
- Foster strong relationships with clients by providing exceptional service, understanding their financial goals, and offering strategic advice aligned with their long-term objectives.
Experience
- Proven experience in estate planning, wealth management, or related financial services roles within a trust or asset management firm.
- Deep knowledge of securities law, tax regulations related to trusts and estates, and compliance standards such as the Bank Secrecy Act.
- Demonstrated expertise in financial analysis, portfolio management, and investment strategies tailored for high-net-worth individuals.
- Strong background in financial software applications including accounting software and research tools used for market analysis.
- Excellent relationship management skills with the ability to communicate complex concepts clearly to clients from diverse backgrounds.
- Familiarity with technical accounting principles relevant to trust operations and financial reporting standards.
- A background in sales or business development within the financial sector is highly desirable. Join us in this exciting phase of expansion where your expertise will make a meaningful impact! We are committed to supporting your professional growth while providing a collaborative environment that celebrates innovation and excellence in trust services.
Please respond with Resume an Salary requirements
Job Type: Full-time
Pay: $35,000.00 - $150,000.00 per year
Benefits:
Work Location: In person
