Client Advisor, VP

Reno, NV

ISC’s team of Financial Services Recruiters are partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity. They are looking to add a key player to their Reno office as they continue to grow and expand.

The Client Advisor will be responsible for expanding the firm providing support to UHNW Clients. They foster a collaborative environment with unlimited opportunities to build out your role and make an impact with the firm.

Client Advisor Requirements:

·        Bachelor’s degree required; MBA or JD is preferred.

·        CPA, CFTA, CFP, and/or CFA.

·        5+ years of proven experience in business development working with UHNW clients, with a minimum of 10MM in investible assets.

·        Portfolio management, client administration, or wealth management experience is highly desirable.

·        Proficient understanding of investments, legal documents surrounding estate planning and finance, trusts, deeds, trust agreements, powers of attorney, powers of appointment, stock powers,

assignments, partnerships, and disclaimers agreements.

·        Exceptional business development experience capable of building lasting relationships with key individuals.

·        Previous leadership experience.

Client Advisor Rewards:

·        High visibility with opportunities to expand the role with continued professional development.

·        A well-established organization with continued growth.

·        Competitive compensation structure with excellent benefits.

·        Rewarding and collaborative culture within a client focused, family-oriented firm.

Client Advisor Responsibilities:

·        New business development partnering with professional networks and utilizing direct solicitation to increase clientele.

·        Oversee a Client Advisory team providing guidance on client account and asset management.

·        A legal understanding of the Family Code for community and separate property matters.

·        Collaborate internally on investments/portfolio management, planned giving/foundations, tax, insurance, and operations to ensure efficient management of client accounts.

·        Manage UHNW client relationships with extensive contact having a working knowledge of trusts and agency account administration, fiduciary accounting, real estate, taxes, and estate

planning.

·        Knowledgeable of the legal effects of the Principal & Income Act and Prudent Investor Act on trusts.

·        Coordinate with tax and operations departments to provide clients with information required for tax filings and management of accounting records.

·        Partner with the investment team on scheduling clients’ investment performance reviews and monitoring trades.

How to Apply: 

Please contact Jennifer Crook, jenniferc@iscjobs.com, 800.319.9670.

Referrals – Do you know someone who may be a fit? 

We gladly pay $500 for referrals that result in hire and keep all referrals confidential unless you ask us to use your name. Please contact Jennifer with referral contact information.