~1mo ago

Trust and Wealth Advisor

Finance & AccountingOtherFinancial AdvisorWealth Advisor

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Quick Summary

Key Responsibilities

Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues.

Requirements Summary

Bachelor's Degree or an equivalent combination of education and experience. Minimum Experience: 10+ years job-specific experience Required Knowledge,

Technical Tools

Finance & AccountingOtherFinancial AdvisorWealth Advisor

Job Summary:
A Trust and Wealth Advisor should demonstrate commitment to delivering distinctive service. This position will be responsible for managing a portfolio of existing Trust clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary advisor for a portfolio of clients.

Job Duties and Responsibilities:

Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Effectively manage client portfolios. Administer and manage client trust portfolios consistent with the Firm's policies while meeting the financial needs of clients. Review transaction report to verify accuracy of transaction description, posting to appropriate account, and identification of any unusual transactions for suspicious activity. Respond to client inquiries/requests and to internal referrals. Participate in or conduct various meetings with fiduciary/investment management clients and prospects for fiduciary/investment management services. Attend TAC meetings, DTC meetings and/or TIC meetings as well. Prepare New Account Acceptance documents, present for approval and facilitate account being opened on the System and file structure with operations staff. Review and approve submitted new accounts. Prepare encroachment requests. Conduct reviews of trial balance report for overdrafts and cash positions. Update completed ticklers. Complete annual account reviews. Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job

Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.

Minimum Education: Bachelor's Degree or an equivalent combination of education and experience.

Minimum Experience: 10+ years job-specific experience

Required Knowledge, Skills & Abilities:

Stand or Walk Regularly
Sit Regularly
Talk and Hear Regularly
Climb, Bend, Kneel, Crouch, or Crawl Regularly
Ability to see objects up close or at a distance, use peripheral vision, identify basic colors
Use of Hands/ability to reach This position may require FINRA licensing/certifications.