Family Office Fiduciary Advisor

St Petersburg, Florida, United States, 33701


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Type: Permanent

Experience: Experienced Professional (Non-Manager)

Education: Bachelor's Degree

Category: Accounting / Finance / Insurance

Industry: Financial / Financial Services

Company: Westport One

Reference ID: zWhtLy

Date Posted: 09/07/2024

Shortcut: http://jobs.mrinetwork.com/jJlliz


Family Office Fiduciary Advisor

 

Our client is looking for a strong fiduciary and investment management professional who is experienced providing superior client service to UHNW clients $20MM+ that has worked with families $20MM+.  They need someone that can manage the dynamics of a family relationship, coordinate services needed which generally means now and not tomorrow.  You will be the primary relationship manager for those families.  They do prefer someone with family office experience or private banking experience.  You'll be responsible for ensuring all clients needs are met while delivering the highest level of service. 

 

At least 5 years of experience in a family office environment and/or private banking experience is required.  They need someone that can coordinate all the service areas amongst a highly intelligent group throughout the firm.

You will be expected to manage workflow and projects while delivering service at a superior level.  You must have a college degree and a CFP or other advanced fiduciary/Investment Management designation preferred.  Any individual and fiduciary income tax experience is a plus!  The family offices services provided are lifestyle services, legacy planning, family development, and financial oversight!  If this sounds like you, please apply now! 

 

To learn more about our organization please visit us at www.westportone.com

To apply for this position, submit your resume by choosing one of the following:

 

  • ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)

 

  • Email your resume in WORD format to mollie@westportone.com.  Please refer to job reference code NB/FiduciaryadvisorFL in the subject line.

 

  • NO CALLS PLEASE

 

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