Wealth Trust Advisor - Drive fiduciary impact & growth

role

Indianapolis, IN

JOB DETAILS
SKILLS
Customer Relationship Management (CRM), Fiduciary, Investment Management, Maintain Compliance, Private Wealth Management, Regulatory Compliance, Sales Prospecting
LOCATION
Indianapolis, IN
POSTED
2 days ago

Role, Inc. is seeking a Private Wealth Management Trust Advisor in Indianapolis, Indiana. This full-time position involves acquiring and managing client relationships in personal trust, estate, and investment management.The ideal candidate should have a Bachelor's degree and at least five years of experience in Trust Administration or related fields. Responsibilities include prospecting for clients, ensuring compliance with fiduciary standards, and providing tailored financial solutions.Attractive benefits including paid vacation and 401K match are offered.#J-18808-Ljbffr

About the Company

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role