Trust Advisor
Apply NowCompany: NPAworldwide
Location: Charlotte, NC 28269
Description:
Trust Advisor
Essential Duties And Responsibilities
Proactively conduct client and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination, taxation, etc.
Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with client or prospect goals and objectives. Utilize other specialist where appropriate.
Provide financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, and risk solutions.
Understand and provide interpretation as related to complex fiduciary documents and strategies
Obtain client information and partner with internal teams (FIRM, Advisory Centers, COE, etc.) to complete tasks relevant to account administration.
Works independently to address issues and concerns, escalation when necessary.
Essential Duties And Responsibilities
Proactively conduct client and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination, taxation, etc.
Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with client or prospect goals and objectives. Utilize other specialist where appropriate.
Provide financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, and risk solutions.
Understand and provide interpretation as related to complex fiduciary documents and strategies
Obtain client information and partner with internal teams (FIRM, Advisory Centers, COE, etc.) to complete tasks relevant to account administration.
Works independently to address issues and concerns, escalation when necessary.