Trust Financial Planner
Trust Financial Planner
Posted on :
05-04-2025
Employer Active
1 Vacancy
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Job Description
Extraco Banks Financial Services division is seeking a successful Trust Financial Planner to join our team. We provide a competitive compensation package as well as excellent benefits and a great work environment.
Job Summary:
Ability to consult with prospects and clients to identify their needs and provide solutions including investment portfolios custody and building investment trust solutions. Prospects include individual families court appointed trusts nonprofits corporations and both DB and 401(k) plans.
Critical Tasks:
New business development for Wealth & Trust Team
Build Money Guide Pro financial plans for clients and prospects
Attend sales meetings with trust officers and collaborates with partners to close the sale
Generate awareness deliver solutions and drive new revenue through centers of influence
Assist trust officers with delivery of financial plans
Qualifications:
Bachelors degree required
Masters degree or certifications such as CFP a plus
Experience:
5 Years in financial services
Job Summary:
Ability to consult with prospects and clients to identify their needs and provide solutions including investment portfolios custody and building investment trust solutions. Prospects include individual families court appointed trusts nonprofits corporations and both DB and 401(k) plans.
Critical Tasks:
New business development for Wealth & Trust Team
Build Money Guide Pro financial plans for clients and prospects
Attend sales meetings with trust officers and collaborates with partners to close the sale
Generate awareness deliver solutions and drive new revenue through centers of influence
Assist trust officers with delivery of financial plans
Qualifications:
Bachelors degree required
Masters degree or certifications such as CFP a plus
Experience:
5 Years in financial services
Extraco provides excellent benefits and competitive compensation. We are an Equal Opportunity Employer M/F/D/V. Extraco Banks is a member FDIC.
Employment Type
Full Time
Key Skills
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