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.

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    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.

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    How to Apply:

    Click Here to Apply Online

    Please contact Jennifer Crook, , 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. We’re looking for sharp up-and-coming Client Advisory professionals, and ideally candidates that are not looking – whose name comes to mind? Please contact Jennifer with referral contact information.