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CB
Cornerstone Bank NE
Trust Administrator
Career Insights for Personal Financial Advisor (General)
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Based on Nebraska 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.
$100,690 / year median in Nebraska
+7% projected growth
Job Description
Cornerstone Bank is currently taking applications for a Trust Administrator in York. Responsibilities will include the oversight of Trust Client relationships. Successful candidates will administer and service Trust documents and meet fiduciary responsibilities. Qualified individuals are able to build on existing customer relationships as well as develop new business and be active in the community. The ideal candidate will possess a bachelor's degree in business, finance or related field. Having a Certified Trust Financial Advisor (CTFA) designation is preferred. Will be a graduate of the Cannon Trust School or willing to enroll in program soon after hire. Four years of related work experience is preferred. Applicant must be motivated, detailed oriented and self-directed with excellent leadership, customer service and communication skills. Cornerstone attracts the most talented and committed professionals in the financial services industry. We are a family-owned bank with 48 banking locations in 39 communities in Nebraska. We are a growing, team-oriented bank with opportunities for advancement at all levels. All inquiries will be held in strict confidence.