Marketing Materials

Marketing Materials Finance Jobs

14 jobs found

Brand Finance Manager

Trilliant Food Little Chute, WI

12d ago

Full time Manager Marketing Brand

Manager Marketing Brand

Apply Now

Job Description

Trilliant Food & Nutrition seeks a Brand Finance Manager to partner with its onsite team in Little Chute, Wisconsin. The role turns strategic plans into forecasts, delivers financial insight, and weighs trade-offs across the business unit to drive profitable growth and stronger operational performance.

Responsibilities

Serve as the primary finance partner for the business unit, collaborating closely with the BU Lead and functional leaders.
Provide financial analysis to inform pricing and margin decisions, trade spend and promotional effectiveness, and the profitability of customers, channels, and products, as well as inventory management.
Identify key cost drivers across materials, labor, overhead, and logistics.
Partner cross-functionally to identify drivers behind forecasts, variances, costs, and productivity to strengthen insights and future forecasting.
Support the evaluation of new initiatives, business cases, and growth opportunities.
Lead the BU’s annual budget, rolling forecast, and periodic outlook updates.
Prepare and explain monthly financial results, including variance analysis vs. budget/forecast and highlighting cost drivers and trends; support monthly business reviews with risks, opportunities, and recommended actions.
Help improve forecast accuracy and financial transparency for the BU.
Act as the finance lead for the BU in the Integrated Business Planning (IBP) process, partnering with Demand Planning, Supply Planning, and Production, Materials, and Resource (PMR) planning.
Translate demand and supply scenarios into financial impacts such as revenue, margin, inventory, and net working capital implications.
Support scenario planning by quantifying tradeoffs related to capacity, service levels, inventory positioning, and cost and margin impacts.
Provide financial input and validation during IBP meetings to support fact-based decision-making, balancing margin and liquidity.
Partner with Sales, Marketing, and Operations to understand volume, mix, pricing, and end-to-end cost drivers.
Analyze manufacturing and supply chain impacts on BU financial performance.
Support continuous improvement initiatives by quantifying financial benefits tied to cost reduction, productivity, and efficiency efforts.
Track and report key KPIs, ensuring insights are clear, relevant, and actionable.
Develop and maintain financial models and reporting tools to support BU decision-making.
Identify opportunities to improve financial processes, data quality, and reporting efficiency.
Ensure alignment with finance policies, controls, and standard processes.
Work cross-functionally to ensure financial implications are understood and considered in BU decisions.
Clearly communicate financial information to non-finance stakeholders in a practical, business-focused way.
Escalate key risks or issues to finance leadership as appropriate.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
5–7 years of progressive experience in accounting/FP&A supporting a CPG brand, BU, or scaled manufacturing platform.
Proven experience managing and analyzing the full P&L from gross sales to net revenue, with deep exposure to gross-to-net drivers, cost accounting, inventory and working capital management, and margin analysis.
Strong track record partnering cross-functionally with Sales, Marketing, Operations, Cost Accounting, and Supply Chain to support forecasting, budgeting, variance analysis, profitability initiatives, and inventory management.
Solid analytical and financial modeling skills; advanced Excel proficiency and modeling capabilities are essential.
Excellent written and verbal communication skills.
Ownership mindset for the brand.

Technologies

Microsoft Excel
ERP systems
Planning systems

Benefits

Competitive base pay
Comprehensive benefits package

Hours, Location and Pay

This is a full-time onsite role based at our Little Chute, WI manufacturing facility with standard business hours; additional time may be required based on business needs. The position offers a competitive base pay and comprehensive benefits.

Physical and Mental Demands

Frequently required to sit, hear, use hands to type data, and operate a computer and phone.
Close vision and ability to adjust focus; reasonable accommodations available.
Multi-tasking, decision making, problem solving, data comparison and analysis, coordination, and synthesis of information.
Potential exposure to chemicals, heights, loud noises, mechanical equipment, and wet environments.

Safety Statement

Safety is the top priority at Trilliant and Horseshoe. All employees are expected to follow safety practices, proactively stop unsafe acts, and promptly report unsafe conditions.

Disclosures

The statements describe the general nature of work; duties may vary and additional tasks may be assigned as needed.
Responsible for adhering to food safety and regulatory policies, executing SOPs, and reporting concerns to Production or Quality Management.
Trilliant Food & Nutrition and Horseshoe Beverage Company are Drug Free Workplaces; all applicants undergo a drug screen and background check.
Participation in E-Verify is required.
EEO/AA including veterans and individuals with disabilities.
Reasonable accommodation requests for any part of the employment process should be directed to HR.
Equal Opportunity Employers.
OECD and UN human rights guidance informs our practices.

About Us

Trilliant Food & Nutrition is a leading, vertically integrated manufacturer of premium coffees and powdered beverages, headquartered in Little Chute, Wisconsin. The company delivers branded and private-label solutions across retail, foodservice, and e-commerce channels. Horseshoe Beverage Company, based in Neenah, Wisconsin, is a premier ready-to-drink beverage manufacturer known for innovation and a vertically integrated supply chain. Our portfolio features Victor Allen’s, Dutch Bros beverages, and Nurri, a better-for-you protein beverage line. We are passionate about beverages and building a team that shares that energy.

View full job page →

Associate Financial Advisor

NettWorth Financial Group Cumming, GA

16d ago

$70k - $90k/yr Full time Advisor Associate Client Relations

Advisor Associate Client Relations

Apply Now

Job Description

Join NettWorth Financial Group in Cumming, GA for a mentor-led, full-time role designed to support your growth as a financial advisor. You will service a client book, contribute to comprehensive financial planning, oversee portfolio alignment with client goals, and participate in business development, all within a collaborative environment that provides strong administrative and marketing support. This onsite position offers access to the firm’s longstanding brand presence and a robust toolkit for client illustrations and reporting.

Benefits

Existing clients and prospective clients
Top-notch administrative support
Marketing support
Name and brand recognition of the firm due to its tenure and community presence
The equipment and software you need for illustrations and reports

Compensation

Pay: USD 70,000 - 90,000 per year

Professional Growth

Training with a commitment to ongoing education to expand knowledge of financial products and services in changing market conditions
Grow a financial practice through effective prospecting, referrals, and developing new client relationships within target markets
Develop selling skills, deepen subject matter expertise, and enhance sales capabilities
Opportunity to obtain recognized professional designations as a sign of excellence
Entrepreneurial mindset with a strong work ethic and a focus on helping clients achieve financial confidence

Responsibilities

Service the Senior Advisor’s book of business
Lead client review meetings and manage multiple client relationships
Oversee and monitor portfolios to ensure alignment with goals
Provide market quotes, place orders, rebalance accounts as directed
Prepare financial plans and investment recommendations under supervision
Analyze financial statements, perform calculations, and run illustrations
Research and resolve client service issues as needed
Calendar management for scheduling meetings, conference calls, confirmations, and materials
Maintain accurate client information in proprietary systems and CRM
Draft written and electronic correspondence as needed
Process cashiering and asset movement requests such as distributions, wires, and checks
Generate referrals and cultivate new client and professional relationships
Provide office administrative support as needed
Manage new client onboarding, including paperwork, account opening, and communication
Perform other duties as assigned

Requirements

Industry and product knowledge
Strong customer relationship skills, service orientation, data entry accuracy, confidentiality, problem resolution, and MS Office proficiency (Word, Excel, Outlook)
Experience with CRMs such as Redtail
Experience with virtual meeting applications such as Go To Webinar and Zoom
Excellent oral and written communication skills
Energetic and outgoing personality with strong interpersonal abilities
Excellent organizational, time management, and multitasking skills
Detail-oriented, organized, and capable of multitasking in a fast-paced environment
Ability to work some evenings and weekends depending on event schedule
Ability to work independently and under pressure
Professional attitude, demeanor, and appearance

Education and Experience

Bachelor’s degree required
Minimum four years of experience in the financial services industry or an equivalent combination of experience, education, and/or training as approved by the firm
Client service and relationship management experience required

Licenses and Certifications

FINRA Series 7, Series 65, and Life and Health licenses required, with a commitment to ongoing continuing education to maintain licensure
Series 7 designation required

Location and Work Arrangement

Location: Cumming, GA 30040; Onsite / In person

View full job page →

Senior Manager, Commercial Finance

UHY LLP Manchester, MI

22d ago

$130k - $150k/yr Full time Manager Senior Budgeting

Manager Senior Budgeting

Apply Now

Job Description

Onsite Senior Manager, Commercial Finance in Manchester, MI, drives profitability and top-line growth through pricing, contract management, capital investments, and profitability analysis, serving as the primary Commercial Finance partner to Commercial Directors, with a salary range of USD 130,000 - 150,000 per year.

Responsibilities

Act as the chief Commercial Finance partner to Commercial Directors and business units, steering profitability and revenue growth.
Deliver financial leadership and analytics on pricing for new and existing products, contract management, capital expenditure decisions, and profitability by customer and product lines.
Lead analyses that support segment strategies and forward-looking growth opportunities.
Identify profit leakages and implement actions to improve profitability across segments and key accounts.
Collaborate with the Beverage Commercial Team on Tier 1 and Tier 2 contract negotiations and RFQ processes.
Develop and evaluate commercial proposals encompassing multiple products, sites, and capital investment considerations.
Perform financial analysis on lightweighting initiatives, footprint moves, PCR inclusion, and customer-driven requests.
Assess profitability by product, plant, and customer, and implement targeted return pricing actions.
Evaluate freight, material surcharges, and operational complexity to support pricing and margin improvements.
Head Commercial Finance activities during RFQ processes, including market-based pricing, quotation performance tracking, and reporting.
Assist Customer Account Teams with value-based selling, contract development, profitability improvement actions, and proactive account planning.
Join customer meetings to provide financial insights, implications, and decision support.
Develop and approve regional and national account pricing using pricing systems, market reports, competitive intelligence, and win/loss analysis.
Leverage SAP, BW, CRM, and costing databases for data mining and profitability improvement planning.
Support Commercial Directors with competitive intelligence, value preservation strategies, and disruption technology analysis.
Support budgeting, strategic planning, and strategic pricing initiatives across key accounts and business units.
Draft and implement contract clauses to protect profitability, including cost recovery tied to PPI, materials, energy, freight, and operational changes.
Prepare and support capital budgets, capacity planning, and capital expenditure analysis.
Develop a deep understanding of manufacturing processes, cost to produce expectations, equipment capabilities, and capital investment opportunities.
Collaborate cross-functionally with Marketing on new product development, innovation projects, and new market opportunities.
Provide finance leadership on strategic and cross-functional projects.

Requirements

Bachelor’s degree in Finance, Accounting, Business, or a related field.
At least seven years of experience in commercial finance, FP&A, or strategic finance within manufacturing, packaging, or related industries.
Extensive experience supporting pricing, RFQs, contract negotiations, and customer profitability analysis.
Proven ability to influence senior leaders and collaborate with commercial and operations teams.
Advanced skills in financial modeling, budgeting, forecasting, and P&L management.
Experience using ERP and analytics platforms including SAP, BW, and CRM.
Strong analytical, strategic thinking, and problem-solving abilities.
Ability to work independently while managing multiple priorities in a fast-paced environment.
Excellent communication and relationship-building skills with cross-functional stakeholders.
Experience in capital investment analysis, cost optimization, and margin improvement initiatives is preferred.
Background in beverage, rigid packaging, manufacturing, or consumer packaged goods industries is highly preferred.

Technologies

View full job page →

Financial Advisor

RedBalloon LLC Moscow, ID Hybrid

23d ago

$50k - $200k/yr Full time Advisor Budgeting Cash Flow

Advisor Budgeting Cash Flow

Apply Now

Job Description

RedBalloon LLC invites applications for a fiduciary, fee-only Financial Advisor in Moscow, ID with hybrid work options. The role involves taking over a small client book with supported prospecting; CFP certification is preferred, relocation assistance is available, and remote work is negotiable; there is potential for rapid advancement to lead or senior advisor.

Responsibilities

Assist Advisors in understanding and supporting their clients’ financial goals
Develop and implement customized financial plans covering retirement, estate planning, tax strategies, investment approaches, and budgeting
Prepare investment reviews and personalized meeting materials for advisors and their clients
Use planning software such as MoneyGuidePro, Nitrogen, Morningstar Advisor Workstation, Holistiplan, and other tools to create and maintain financial scenarios and reports
Keep financial plans current and responsive to client needs
Research, teach, and analyze financial planning topics as needed
Help design, implement, and maintain model portfolios across all client accounts
Assign appropriate investment models to client portfolios and document changes with detailed notes
Monitor client portfolios regularly and alert Lead Advisors to deviations from targets or notable performance issues
Assist with non-qualified account management for tax loss/gain harvesting
Support rebalancing activities, including data entry, documentation, and communication with operations staff
Coordinate with custodians or trading platforms to ensure accuracy in portfolio implementation
Maintain awareness of market trends and their potential impact on model portfolios
Support investment committee work by gathering data, running reports, and participating as requested
Enter and track tasks in Redtail CRM; maintain accurate and timely follow-ups
Complete Smart RIA compliance tasks within 30 days of assignment
Assign and manage workflows and service tasks related to compliance and client service
Report any written client complaints promptly and appropriately
Actively participate in team meetings, maintaining professionalism, punctuality, and preparedness
Delegate tasks to support staff as needed and follow through on assigned responsibilities
Maintain conduct that reflects the firm’s core values, including courage, curiosity, truth, and wisdom
Align with the firm’s guiding belief that True Wealth is found in Christ alone
Ensure timely completion of investment reviews and service tasks
Maintain accuracy and preparedness of meeting deliverables
Contribute to firm growth and client retention over time

Requirements

2-3 years of financial advising experience
CFP certification
Series 65 license or ability to obtain within 3 months
Highly organized with strong attention to detail
Ability to work independently
Excellent communication skills with a teaching-oriented approach

Technologies

MoneyGuidePro
Nitrogen
Morningstar Advisor Workstation
Holistiplan
Redtail CRM
LPL Financial

Benefits

Relocation assistance available for the right candidate
Training, continuing education units (CEU), and registration fees covered
401(k) with employer matching at six months
Paid time off: two weeks vacation, plus office closures when the market is closed
Remote or hybrid work environment with a flexible schedule; remote work possible as long as five business days per month are worked on site in Moscow, Idaho
Marketing and lead generation provided to grow your book of business
Mentorship by a senior advisor
Administrative assistance with client accounts

About Us

We were founded in 2021 by Neal Richards due to the rapid growth of his practice at a small independent RIA firm
We are a small and nimble team with four employees, providing planning services (utilizing MoneyGuide Pro and Nitrogen) and asset management through LPL Financial
Our core values are Curiosity, Courage, Truthfulness, and the principle that Wealth is found in Wisdom
As a regional Dave Ramsey SmartVestor associated professional, we offer a reliable investment strategy and compatible financial planning grounded in biblical principles
Axiom is a rapidly growing, federally regulated RIA, with expectations of continued growth and a need for flexibility in adopting new technologies and services; this expansion presents opportunities for the right candidate

View full job page →

Senior Trust and Wealth Advisor

TrustBank Wheaton, IL

1mo ago

$122k - $262k/yr Full time Marketing Senior Advisor

Marketing Senior Advisor

Apply Now

Job Description

Overview

Join TrustBank as a Senior Trust and Wealth Advisor within our Wealth Management department. This exempt, full-time role reports to the Chief Wealth Strategist and supports a dynamic wealth management team focused on delivering goals-based planning to high-income and high-net-worth individuals and families. You will collaborate with client service colleagues to integrate service delivery, engage with professional advisors to elevate TrustBank’s brand, lead efforts to acquire new clients, and nurture existing relationships. Location is Wheaton, Illinois 60187, primarily serving the DuPage County and Chicago Market, and the role supports our Growing Prosperity Together mindset.

Responsibilities

Develop advisory relationships with clients and collect information about their financial circumstances and goals.
Analyze overall personal finances, including complex retirement and estate plans, investments, taxes, insurance, cash flow, cash management, and budgets.
Determine client objectives, risk tolerance, and capital needs.
Counsel clients on general financial forecasts and trends.
Craft sophisticated goals-based wealth plans aligned to client objectives and consult with clients and other specialists on pathways forward.
Facilitate implementation of wealth plans based on client direction.
Collaborate with client’s other advisors and TrustBank partners to deliver coordinated wealth planning services.
Review account relationships and coordinate with wealth management team members to identify cross-selling opportunities.
Lead the sales process in assigned markets and identify opportunities to expand client relationships.
Contribute to the development and monitoring of best practices in financial planning services.
Prepare and deliver presentations on ongoing client relationship maintenance.
Develop marketing materials and plans and deliver marketing presentations.
Support TrustBank wealth planning thought leadership by contributing resources for marketing and educational materials.
Engage with professional advisor networks, including attending conferences and building relationships with professional advisors.
Operate with independence and a deep knowledge of the business unit and function; perform cross-functional and technically challenging activities.
Balance high level operational execution with the development and execution of strategic direction for the function.
Conduct preliminary analyses and interact with committees and management as needed.
Develop, implement, and administer programs within functional areas and perform other duties as assigned by the manager.

Working Conditions

The position follows a Monday through Friday schedule, typically 8:00 AM to 5:00 PM, totaling 40 hours per week. Primary work location is in the DuPage County / Chicago Market. Additional hours may be required as needed. The work environment involves long periods of sitting at a computer, with a moderate noise level and well-lit office. Daily duties may require standing, walking, and using hands to handle objects and controls. The role may involve reaching with arms, speaking and hearing, and the ability to lift up to 25 pounds. Vision requirements include close and distance vision, peripheral vision, depth perception, and the ability to focus. Some tasks may be repetitive, and there is direct engagement with the public.

Core Values

Commitment to upholding the TrustBank and Wealth Management Culture and Core Values in all duties.

Compensation and Benefits

The estimated annual salary range for this position is $121,900 to $262,000, including incentives. This range reflects compensation across our markets and actual pay will vary based on role responsibilities, applicable skills, experience, education, and geographic location. In addition to base salary, this role is eligible for an incentive compensation plan tied to individual performance. A 401(k) plan with a discretionary employer match in bank stock and a comprehensive benefits package are included. For more details on employee benefits, please visit our Career Opportunities page.

Career Opportunities

Disclosures

TrustBank values diversity and inclusion and does not discriminate based on any protected attribute as defined by applicable law. We provide reasonable accommodations for applicants and employees regarding religious practices and beliefs, as well as any mental health or physical disability needs. This job description may change and is not all-inclusive. TrustBank is an Equal Opportunity Employer / Disability / Veterans.

Education and Experience

Knowledge of sophisticated income tax planning, retirement planning, estate planning, investment and asset allocation, risk management, and cash flow planning, typically gained through extensive related work experience.
Effective communicator and collaborative professional.
Requires a university or college degree in finance, economics, or related fields.

Key Attributes

Proven ability to service and develop client relationships, with skill in identifying client needs.
Exceptional communication, strong attention to detail, proactive, analytical, empathetic, and able to work with minimal supervision.
Willingness to travel across regional locations.

Required Skills and Abilities

Strong analytical, problem solving, and organizational skills to identify, research, and resolve requests while managing multiple priorities.
Solid understanding of general financial principles to service and communicate with high net worth clients.
Ability to stay current with financial software and applications and to understand how technology supports the role and TrustBank’s servicing standards.

Technical Skills

Proficiency with Salesforce, eMoney, MS Office Suite, Excel for data analysis, planning software, and report preparation.

View full job page →

Corporate Banking Relationship Manager - Associate

Santander US New York, NY

1mo ago

$109k - $175k/yr Full time Manager Associate Bachelor's Degree

Manager Associate Bachelor's Degree

Apply Now

Job Description

Overview

Santander is a global leader in financial services, evolving from a high impact brand into a technology driven organization. Our people are at the center of this transformation, driving a customer‑centric shift that values bold thinking, innovation, and the courage to challenge what’s possible. This is an opportunity for driven professionals to grow, learn, and make a meaningful impact. Location is New York, NY.

Responsibilities

Support Senior Relationship Managers with client management, transaction execution, and portfolio management.
Participate in additional strategic activities, including industry sector analysis, market analysis, internal reporting, and budgeting initiatives.
Provide support to senior bankers and serve as a secondary banker for clients, with a focus on the insurance sector.
Lead client presentation preparation, including background research and analysis, and the drafting and production of client marketing materials and pitch books.
Assist senior bankers with follow-ups on identified cross-sell opportunities, coordinating Credit, Product, and stakeholders across the Global Network.
Act as the main point of contact with Risk Department, coordinating all relevant risk presentations.
Adhere to compliance procedures and internal/operational risk controls in line with regulatory standards, requirements, and policies.
Support product partners and monitor the end-to-end execution process for transactions to ensure timely delivery and client satisfaction.
Conduct client research to uncover opportunities to market bank products, develop industry views, perform industry peer and market research, and analyze trends and transformational events.

What You Bring

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with

View full job page →

Senior Trust and Wealth Advisor

TrustBank Wheaton, IL

1mo ago

$122k - $262k/yr Full time Marketing Senior Advisor

Marketing Senior Advisor

Apply Now

Job Description

Position Overview

Become part of TrustBank’s dynamic wealth management team. We are seeking a Senior Trust and Wealth Advisor who aims to make a meaningful impact and thrives in a collaborative environment. You will play a pivotal role in surpassing client expectations and contributing to Growing Prosperity Together.

Position Details

Title: Senior Trust and Wealth Advisor
Department: Wealth Management
Reports To: Chief Wealth Strategist
FLSA Status: Exempt
Type: Full-Time
Location: Wheaton, IL 60187

What You Will Do

Establish advisory relationships by directly engaging with clients to gather information on financial circumstances and goals.
Assess overall personal financial conditions including complex retirement plans, estate plans, investments, taxes, insurance, cash flow, cash management, and budgeting.
Identify client objectives, risk tolerance, and capital needs.
Provide guidance on general financial forecasts and trends.
Develop sophisticated goals-based wealth plans aligned with client objectives and consult with clients and other specialists on action steps.
Coordinate implementation of advanced wealth plans according to client directions.
Collaborate with clients’ other advisors and TrustBank partners to deliver coordinated financial and wealth planning services.
Review account relationships and communicate with the wealth management team to uncover cross-selling opportunities.
Lead the sales process in assigned markets and identify opportunities to expand client relationships.
Contribute to the development and monitoring of best practices in financial planning delivery.
Prepare and present materials related to ongoing client relationship maintenance.
Develop marketing materials and plans and deliver marketing presentations.
Contribute to TrustBank wealth planning thought leadership and related marketing resources.
Actively engage with professional advisor networks, including attendance at conferences and networks, to cultivate relationships.
Operate independently with in-depth knowledge of the business unit and its functions.
Balance high level execution with strategic development and direction of the function.
Perform preliminary analyses as required.
Interact directly with committees and management as part of duties.
Strategically develop, implement, and manage programs within the functional area.
Undertake other duties as assigned by the manager.

Working Conditions

The role follows a Monday through Friday schedule, typically 8:00 AM to 5:00 PM, totaling 40 hours per week. Additional hours may be necessary. Primary work location is within the DuPage County / Chicago Market. Expect prolonged computer use, a moderate noise level, and a well-lit office. Duties may require standing, walking, using hands and fingers, reaching, speaking, and hearing. Ability to lift up to 25 pounds. Vision requirements include near, distance, peripheral vision, depth perception, and focus. Some tasks may be repetitive at a computer and may involve direct public interaction.

TrustBank Core Values

Support and embody the TrustBank and Wealth Management Culture and Core Values in all duties and interactions.

Compensation and Benefits

The estimated annual salary for this position ranges from $121,900 to $262,000, including incentives. This span reflects the compensation range across our markets. Actual pay will depend on role responsibilities, relevant skills, experience, education, and geographic location. We use a holistic approach in hiring to ensure internal equity while recognizing unique qualifications. In addition to base salary, this role participates in an incentive compensation plan tied to individual performance. TrustBank offers a 401(k) plan with a discretionary employer match in bank stock, along with a comprehensive benefits package. For more details about employee benefits, visit our Career Page at the following link: https://trustbank.net/company/career-opportunities.

Disclosures

TrustBank values diversity and inclusion and does not discriminate on any protected basis, including race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital or veteran status, pregnancy, disability, or any other basis protected by law. We provide reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. This description may be updated and is not intended to be all-inclusive. The role may involve other related duties to meet organizational needs. TrustBank is an Equal Opportunity Employer / Disability / Veterans.

Education and Experience

Successful candidates typically possess knowledge of sophisticated income tax planning, retirement planning, estate planning, investment and asset allocation planning, risk management planning, and cash flow planning, usually gained through substantial related work experience. A university or college degree in finance, economics, or a related field is required. The candidate should be an effective communicator and collaborative professional.

Qualifications and Key Attributes

Proven ability to service and develop client relationships by effectively engaging clients and identifying their needs.
Exceptional communication skills, strong attention to detail, proactive approach, analytical mindset, empathy, and the ability to work with minimal supervision.
Travel across regional locations is required.

Required Skills and Abilities

Strong analytical, problem solving, and organizational capabilities to address requests, prioritize tasks, and manage workflow.
Solid understanding of general financial principles to serve and communicate with high net worth clients.
Maintain knowledge of financial software and applications and how technology supports high standards of service at TrustBank.