VP, Wealth Advisor- Trust & Wealth
Location: Jacksonville
Posted on: June 23, 2025
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Job Description:
Responsible for developing, managing, and maintaining revenue
generating investment and trust relationships and assists in the
development of retirement planning and corporate trust account new
business. Essential Job Functions 1. Develops leads and referrals
for revenue generating client investment and trust relationships.
2. Partners with retirement planning and corporate trust
specialists to develop and build new business. 3. Establishes and
maintains mutually beneficial business relationships with external
referral sources and internal bank partners, such as branch
bankers, lenders, and other Bank employees. 4. Meets with and
educates Bank partners to position the value of Trust and Wealth
capabilities. 5. Creates market-wide business development plan in
conjunction with the Managing Director, Chief Development Officer,
Investment Advisors, and other Trust officers in leadership roles.
6. Assists Trust officers with the development of individual
business development plans. 7. Provides management with insight on
market industry trends, best practices, and product needs, and
keeps abreast of changing economic, legal, financial planning,
investment trends, and general market and business issues affecting
affluent clients. 8. Establishes and maintains relationships with
prospects and referral sources. 9. Coordinates and attends events
as a representative of the Bank. 10. Ensures a high level of
customer service is established and maintained. 11. Assures
delivery of quality fiduciary services to all clients of Trust and
Wealth in assigned market. 12. Meets revenue, growth, and retention
goals. 13. Serves as liaison for the Bank Marketing group, as
requested. 14. Regularly exercises discretion and independent
judgment in performance of essential job functions. 15. Maintains
good punctuality and attendance to work. 16. Follows Bank policy,
practice, and procedures. Knowledge, Skills & Abilities 1.
Knowledge of a broad range of personal financial planning/advisory
and investment management/asset allocation concepts. 2. Knowledge
of retail credit and traditional retail bank products for the
affluent market. 3. Knowledge of regulatory issues and legal issues
involving the day-to-day management of a Bank’s fiduciary function
necessary to its successful operation. 4. Knowledge of policies and
procedures related to the Trust function. 5. Ability to communicate
effectively both verbally and in writing, including presentation
skills. 6. Ability to demonstrate effective sales, interpersonal
and relationship management skills. 7. Ability to lead in a
team-oriented environment. 8. Ability to work effectively and
demonstrate flexibility in a continually changing environment. 9.
Ability to work independently to prioritize and complete assigned
tasks and be self-motivated. 10. Ability to interpret legal
documents. 11. Ability to establish, manage and maintain effective
business relationships. 12. Ability to adapt well to change and to
implement change. 13. Ability to travel for business purposes. 14.
Skill in using computer and Microsoft Office, including Word,
Excel, PowerPoint, and Outlook. Basic Qualifications 1. Bachelor’s
degree in business, pre-law, finance, or accounting, or
commensurate work experience, required. 2. 5years of work
experience in high net worth sales, or related business development
experience in a financial, legal or nonprofit industry, required.
3. Professional designation (i.e., CTFA, CFP®), preferred.
Keywords: , Daytona Beach , VP, Wealth Advisor- Trust & Wealth, Sales , Jacksonville, Florida
