Trust & Wealth Advisor

Synovus Financial Corp

Mobile, AL, United States
Not specified; not specified; not specified
On-site
Trust and investment management experience
Estate and tax planning expertise
Fiduciary responsibility adherence
The role involves developing new investment management and trust relationships while adhering to strict fiduciary responsibilities

Job Summary

  • The role involves developing new investment management and trust relationships while adhering to strict fiduciary responsibilities.
  • Candidates will serve as the primary point of contact for clients, coordinating planning efforts with attorneys, accountants, and other trust personnel.
  • The position requires performing trust accounting functions including daily deposits, disbursements, tax information preparation, and fee billing.

Matching Summary

The role involves developing new investment management and trust relationships while adhering to strict fiduciary responsibilities.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Trust and investment management experience
  • Estate and tax planning expertise
  • Fiduciary responsibility adherence
  • Client relationship development skills
  • Trust committee collaboration

Nice-to-have

  • Community networking abilities
  • Team leadership potential
  • Risk management awareness
  • Strong communication skills
  • Professional certification in CLU

Key Requirements

  • Experience in personal trust and estate planning
  • Knowledge of private banking and investments
  • Ability to perform trust accounting functions
  • Understanding of Synovus Trust Company policies
  • Commitment to risk observation and reporting

Work Rights

Not specified

Tailored Resume

Cover Letter