General Function: The Wealth Management & Trust Advisor partners with high-net worth clients to identify their financial goals, analyze and develop recommendations that will help them work towards well defined financial objectives. Serve as a trusted advisor with clients, which allows the Wealth Management & Trust Advisor to provide strategic investment advice as well as recommend value-added products and services. Supervisory Responsibility: Yes Essential Duties & Tasks:• Seek new business opportunities to help grow the Wealth Management Department’s portfolio of clients.• Perform as investment agent or trustee or personal representative on behalf of existing and new clients.• Maintain existing Wealth Management Relationships by performing tasks required
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