This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. This position collaborates with the relationship team to provide fiduciary services to high net worth clients bringing a high level of expertise with a focus on relationship expansion and retention. Consults on estate and tax planning, wealth transfer, and asset management needs. Implements and fulfills the provisions of legal and estate planning documents. Collaborates... more details
Overview This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. This position collaborates with the relationship team to provide fiduciary services to high net worth clients bringing a high level of expertise with a focus on relationship expansion and retention. Consults on estate and tax planning, wealth transfer, and asset management needs. Implements and fulfills the provisions of legal and estate planning documents. Collaborates with team to identify planning and revenue opportunities driven by client goals, needs, financial situations, and family dynamics. Demonstrates discretion and effective judgement in managing complex and sensitive relationships. Supports client service delivery and operational management in all assigned relationships. Provides mentoring and advice to fiduciary associates through a strong knowledge of fiduciary norms. Responsibilities Fiduciary Management - Administers complex personal trust relationships. Consults with team and clients to develop comprehensive, long-range fiduciary and estate plans. Ensure accounts comply with legal and regulatory guidelines as well as directives contained in Trust documents. Communicates clearly and effectively with grantors, beneficiaries, relationship team and other interested parties with respect to fiduciary decisions. Manages risk inherent to fiduciary accounts. Relationship Management - Drives ongoing client service to maintain strong relationships, expansion of High Net Worth services and revenue opportunities. Collaboration - Partners with other associates on administering client relationships, managing client communications, and service responsiveness. Coordinates aspects of service across team to ensure a satisfactory client experience. Sales - Promotes High Net Worth wealth offerings with existing clients and collaborates with wealth partners to grow relationships. Proactivley develop a center of influence and professional network across the market. Qualifications Bachelor's Degree and 8 years of experience in Trust Administration, Estate Planning, or Financial Planning OR High School Diploma or GED and 12 years of experience in Trust Administration, Estate Planning, or Financial Planning License or Certification Type: Certified Trust & Financial Advisor (CTFA) Preferred, Certified Financial Planner (CFP) Preferred Skill(s): High level of financial or fiduciary and estate planning knowledge., Demonstrated leadership and mentoring skills., High level of discovery and interpretation skills., Demonstrated relationship management skills., Excellent communication skills., Demonstrated teamwork skills. In California, the base pay for this position is generally between $160,000 to $185,000 per year. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits
