RBPRSLLC is looking for candidates to fill the position of Trust Financial Planner. On-Site position in Waco, TX. No visa sponsorships supported, no agencies please.
Top Reasons to work with our client:
Community-Oriented: Strong focus on building and supporting local communities.
Employee Growth: Emphasizes skill development, training, and career path opportunities.
Customer-Centric: Values strong relationships with both customers and employees.
Innovative Approach: Invests in technology and digital banking solutions.
Financial Stability: Over 120 years of experience and strong asset base.
What you will be doing:
Consult with prospects and clients to identify their needs and provide solutions including investment portfolios, custody, and building investment trust solutions.
Engage with individual families, court-appointed trusts, nonprofits, corporations, and both DB and 401(k) plans.
Develop new business for the Wealth & Trust Team.
Build Money Guide Pro financial plans for clients and prospects.
Attend sales meetings with trust officers and collaborate with partners to close sales.
Generate awareness, deliver solutions, and drive new revenue through centers of influence.
Assist trust officers with the delivery of financial plans.
Experience you will need:
Bachelor's degree required.
Master's degree or certifications such as CFP are a plus.