Trust Portfolio Advisor

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Job description

Summary:

We're seeking a skilled Trust Portfolio Advisor to join our team, responsible for developing and implementing investment strategies for personal trust and investment management accounts. The ideal candidate will have a strong foundation in investment principles, excellent communication skills, and experience working with clients and trust officers.

Responsibilities:

- Collaborate with trust officers to analyze client needs and develop tailored investment strategies

- Construct and manage portfolios aligned with client objectives, ensuring compliance with governing documents, department guidelines, and fiduciary standards

- Communicate with clients and trust officers regarding account performance, changes, and market updates

- Manage a portfolio of approximately $130 million in assets, including asset allocation, portfolio rebalancing, and investment research

- Partner with trust officers to enhance the client experience and identify new business opportunities

- Stay up-to-date with industry trends, developments, and regulatory requirements

Requirements:

- 4-8 years of experience in investment management or a related field

- Bachelor's degree in Finance, Business, or a related field

- CFP or CFA designation (or willingness to obtain)

- Series 7 Broker license (or willingness to obtain)

- Strong understanding of investment principles, portfolio management strategies, and industry regulations

- Excellent communication, interpersonal, and client service skills

- Ability to work in a team environment and collaborate with trust officers and other professionals

- Proficiency in Microsoft Office, investment software, and other relevant tools

We offer:

- Opportunities for professional growth and development

- Collaborative and dynamic work environment

- Competitive compensation and benefits package

Compensation details: 0 Yearly Salary

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