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KF
KBW Financial Staffing & Recruiting
Director of Trust Services
Career Insights for Personal Financial Advisor (General)
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Scorecard
Based on Massachusetts data
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What they do
A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
$118,550 / year median in Massachusetts
+7% projected growth
Job Description
A top professional trustee service provider for families, estates have a need for a Director of Trust to help lead and build out the practice in the Norfolk County area. Great Opportunity for someone who is a Trust Officer or Sr. Trust Admin.