Fiduciary Advisor III
$112,000–$228,800 year
On-sitePhiladelphia, Pennsylvania, United States or Cleveland, Ohio, United States
Job Summary
Execute fiduciary decision-making for complex accounts as a trustee, guardian, or agent, ensuring full compliance with legal regulations and internal policies. Administer assigned accounts in accordance with state law, documents, and procedures while managing risk and resolving compliance-related issues. Deliver the fiduciary platform to grow business by customizing communications, introducing planning concepts, and maintaining assets under management through direct client engagement. Prepare analysis and recommendations for senior management review and escalate critical problems as appropriate.
Required Qualifications
- 5+ years of industry-relevant experience
- university / college degree
- appropriate knowledge, skills, and abilities for a role
- Specific certifications
- comparable combination of education, job specific certification(s), and experience (including military service) in lieu of a degree
Desired Qualifications
- Decision Making
- Finance Strategy
- Investment Management
- Legal Practices
- Real Estate Settlements
- Revenue Recognition
- Risk Assessments
- Account Management
- Accuracy and Attention to Detail
- Effective Communications
- Fiduciary Responsibilities
- Problem Solving
- Value Selling
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