Talent.com
Phenom People
Senior Trust AdvisorPhenom People • Fort Lauderdale, FL, United States
Senior Trust Advisor

Senior Trust Advisor

Phenom People • Fort Lauderdale, FL, United States
30+ days ago
Job type
  • Full-time
Job description

Senior Trust Advisor

Make banking a Fifth Third better

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

General Function:

  • Serve as Trust Advisor for clients with more than $5MM in investable assets
  • Work with Private Bank Team to identify fiduciary opportunities and solutions
  • Work with Private Bank Team to implement fiduciary strategies
  • Serve as a Trusted Advisor by developing close, personal relationships with the clients and their families, anticipating clients' wealth planning and Private Bank service needs and coordinating external and internal advisors to accomplish
  • Actively participate with the Private Bank team to develop, interpret, communicate and facilitate complex estate planning matters as part of the advice-based solutions presented to clients
  • Advise 50- 75 households comprised of approximately 250- 300 accounts

Essential Duties And Responsibilities:

  • On behalf of Fifth Third Bank as Trustee understand and administer fiduciary accounts in accordance with the governing documents for trusts over $1MM
  • Ensure adherence to all fiduciary rules, regulations and internal governance throughout the administration of the trust
  • Cultivate relationships with local centers of influence including attorneys and accountants to identify both current and future opportunities for Fifth Third Bank to serve as Trustee, Successor Trustee, Executor or Personal Representative.
  • Generate new fiduciary and Private Bank IM&T
  • Manage the due diligence process on all new fiduciary appointments
  • Demonstrate sound complex decision making skills
  • Maintain knowledge of current trends and changes in the industry with regard to fiduciary matters (e.g. estate planning and probate, estate, gift and income tax planning, guardianships, special needs trust, state-specific laws)
  • Develop subject matter expertise in fiduciary related areas
  • Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

Minimum Knowledge, Skills And Abilities Required:

  • Bachelor's degree required
  • Graduate degree (JD,MBA) preferred
  • Professional designee (CTFA or similar)
  • 10 years of demonstrated fiduciary client service/sales
  • Advanced knowledge of trust administration, estate planning strategies, and income and estate tax matters

Location -- Naples, Florida 34108

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Create a job alert for this search

Senior Trust Advisor • Fort Lauderdale, FL, United States

Similar jobs

Help Create a Family — Become a Surrogate with Roots

Roots SurrogacySurfside, FL, US
Full-time

There are families out there who would give anything to hold their baby — and you could be the reason they do.At Roots Surrogacy, we work with incredible women who feel called to do something meani... Show more

 • Promoted

Regional Wealth Advisor, Family Office Solutions

Northern TrustFort Lauderdale, FL, United States
Full-time

The Regional Wealth Advisor for the Family Office Solutions team acts as a technical expert in complex individual and family client relationships for ultra-high net worth clients ($100 million and ... Show more

 • Promoted

Senior Wealth Advisor SAFE Act Miramar, FL

CitigroupHollywood, FL, United States
Full-time

Senior Wealth Advisor SAFE Act Miramar, FL.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, yo... Show more

 • Promoted

PWM Private Wealth Advisor

U.S. BankFort Lauderdale, FL, United States
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

 • Promoted

Private Wealth Management Wealth Advisor

Regions FinancialFort Lauderdale, FL, United States
Full-time

At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consu... Show more

 • Promoted

Fundraising Director, Walk to End Alzheimer's

Alzheimer's AssociationFort Lauderdale, FL, United States
Full-time

Fundraising Director, Walk to End Alzheimer's.Walk to End Alzheimer's ranks as the second-largest peer-to-peer fundraising event in the United States, and continues to set the pace as one of the fa... Show more

 • Promoted

Senior Trust Advisor

Phenom PeopleFort Lauderdale, FL, United States
Full-time

Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.Serve as Trust Advisor for cli... Show more

 • Promoted

Earn $60K–$160K While Helping a Family Grow

Roots SurrogacyBay Harbor Islands, FL, US
Full-time

Looking for a meaningful way to earn significant income while doing something truly impactful?.Surrogacy with Roots offers one of the most supported and well-compensated journeys available.Base com... Show more

 • Promoted

Senior Home Lending Advisor, South Broward, FL

ChaseHollywood, FL, United States
Full-time

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your cu... Show more

 • Promoted

Manager | Transaction Advisory Services

CBIZFort Lauderdale, FL, United States
Full-time

Essential Functions and Primary Duties.Lead buy-side and sell-side transaction advisory engagements, providing financial due diligence assistance to middle market companies and private equity inves... Show more

 • Promoted

Advisor Financial Aid

Universal Technical InstituteHollywood, FL, United States
Full-time

Join us as a Financial Aid Advisor! You'll be a trusted guidehelping students and their families navigate the financial aid process with clarity, compassion, and care.Whether you're working with fu... Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Advisor - Pembroke Pines, Miami Gardens and Cooper

ChaseHollywood, FL, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

Senior Home Lending Advisor, South Broward, FL

JPMorgan ChaseHollywood, FL, United States
Full-time

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your cu... Show more

 • Promoted

Remote Strategic Healthcare Advisory Lead

CHG Medical Staffing, Inc.Fort Lauderdale, FL, United States
Full-time

CHG Healthcare in Fort Lauderdale seeks a strategic advisory leader to grow CHG’s advisory services for enterprise accounts.You’ll own client relationships, strategy, and contracts while guiding di... Show more

 • Promoted

Retail Mortgage Loan Originator

TruistFort Lauderdale, FL, United States
Full-time +2

The position is described below.If you want to apply, click the Apply Now button at the top or bottom of this page.After you click Apply Now and complete your application, you'll be invited to crea... Show more

 • Promoted

Mortgage Advisor-Ft Lauderdale

Synovus FinancialFort Lauderdale, FL, United States
Full-time

A Mortgage Advisor (MA) should demonstrate commitment to delivering distinctive service.This position will be responsible for originating substantial mortgage loan volume and loan revenue in accord... Show more

 • Promoted

Senior Home Lending Advisor - South Broward County

JPMorgan ChaseHollywood, FL, United States
Full-time

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your cu... Show more

 • Promoted

Mortgage Advisor

The EMAC GroupFort Lauderdale, FL, United States
Full-time

Our client is an independent mortgage banker, seeking a Senior Mortgage Advisor to expand the five county market.The successful candidate will partner with the company's regional leadership that ha... Show more

 • Promoted

Private Wealth Advisor/Client Advisor Private Bank

Professions IncFort Lauderdale, FL, United States
Full-time

Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth and success.They value diversity and offer a broad spectrum of career opportunities,... Show more

 • Promoted

Senior Philanthropic Advisor- Broward

Jewish Federations of North AmericaFort Lauderdale, FL, United States
Full-time

The Jewish Federation of Broward County strives for excellence.We cultivate an inclusive space where all feel welcome, celebrated, and contribute meaningfully to our shared vision.At the Jewish Fed... Show more