Trust Advisor (Remote | Dallas Territory | 50% Travel)

Trust Advisor (Remote | Dallas Territory | 50% Travel) The MOHR Enterprises LLC Dallas, TX Job Details $125,000 a year 3 days ago Qualifications Sales reporting Customer relationship building CFP Law CTFA Identifying new business opportunities Mid-level Client relationship development 3 years Doctor of Law (JD) Business development Sales pipeline management Estate planning Communication skills Consultative selling Full Job Description Trust Advisor (Remote | Dallas Territory | 50% Travel) $125,000 Base + Incentives + Equity Why This Role is for You This is a consultative, relationship-driven opportunity for someone who understands trust and estate planning and wants to grow within a sales-focused environment. You'll partner closely with advisors and play a key role in delivering high-value solutions to HNW clients. What You'll Be Doing Develop relationships with RIAs, financial advisors, and COIs Present trust solutions to clients and referral partners Identify and qualify opportunities within

HNW/UHNW

markets Collaborate internally to structure client solutions Maintain and grow a pipeline of new business opportunities Travel for meetings, conferences, and partner visits (~50%) Track and report on sales activity and performance What We're Looking For 3+ years of experience in trust, estate planning, or wealth environments Working knowledge of trust structures and fiduciary strategies Client-facing experience with advisors or HNW clients Interest or experience in sales/business development Strong relationship-building and communication skills Driven, organized, and performance-oriented Advanced designations (CFP®, JD, CTFA) preferred MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at #LI-CA1