Share this job
VP, Business Client Advisor - 1301736
Reno, NV
Apply for this job

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.


Apply for this job
Powered by