$200K - $2147484K(Ladders Estimates)
Trust, Investments, Wealth Management Leawood, Kansas
Position at First Business
Join the winning team at First Business as the Vice President- Trust Advisor!
At First Business, we've built a team whose expertise extends to specific types of businesses and the unique challenges they face. We take an individual approach to our client's banking needs and pride ourselves onresponsiveness. The First Business family of companies offer a full line of financial services including: commercial lending, treasury management, private wealth management, retirement plans, investment management services, trust services, specialty lending (asset based lending, factoring, and SBA lending), and equipment finance and leasing. We serve businesses, their owners and executives, and high net worth individuals – with a model that provides unexpected levels of customer service and expertise.
We are a growing company with opportunities that are vital to the operations and success of the company and see our growth strategy as an opportunity to not only increase our market presence, but also to add top talent to our team of professionals.
The Trust Advisor serves on not-for-profit, corporate, and individual trust and investment accounts and willparticipate in departmental sales efforts and development of referral relationships. The Trust Advisor will serve as subject matter expert with regards to retirement planning, estate planning, business succession planning and other tax planning issues. If the Trust Advisor is the key associate in the mind of the client, this position willcontinue to lead the relationship management efforts.
Essential responsibilities of the Vice President – Trust Advisor:
Valid Through: 2019-10-21