Trust And Estate Consultant

BMO Financial Group

Salem, OR, USA
Base: $65,600.00 - $122,600.00; bonus/equity: comm...
In-depth knowledge of trust tax
Deep knowledge of fiduciary laws
Experience in trust administration processes
The role provides high-quality sales to Trust & Estate prospects while delivering an exceptional client experience through holistic wealth planning

Job Summary

  • The role provides high-quality sales to Trust & Estate prospects while delivering an exceptional client experience through holistic wealth planning.
  • Candidates must possess in-depth knowledge of personal trust administration, tax regulations, and investment management to advise clients effectively.
  • Total rewards include a base salary ranging from $65,600 to $122,600, commission opportunities, and comprehensive benefits like health insurance and retirement plans.

Matching Summary

The role provides high-quality sales to Trust & Estate prospects while delivering an exceptional client experience through holistic wealth planning.

Salary

Base: $65,600.00 - $122,600.00; Bonus/Equity: Commission-based with performance incentives; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings

Skills & Requirements

Must-have

  • In-depth knowledge of Trust Tax
  • Deep knowledge of fiduciary laws
  • Experience in Trust Administration processes
  • Strong verbal and written communication skills
  • Ability to build relationships with centers of influence

Nice-to-have

  • Thought leadership in digital channels
  • Experience leading client presentations
  • Strategic problem-solving abilities
  • Data-driven decision-making skills
  • Collaboration with private wealth teams

Key Requirements

  • 5-7 years of relevant experience
  • Bachelor's degree in Finance or related field
  • In-depth knowledge of Trust Accounting
  • Understanding of estate planning techniques

Work Rights

Not specified

Tailored Resume

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