Trust Financial Planner - Waco - Extraco Banks

    Extraco Banks
    Extraco Banks Waco

    17 hours ago

    Description

    Summary:

    We are seeking a skilled Trust Financial Planner to join our Wealth & Trust Team at Extraco-Banks.

    The ideal candidate will have the ability to consult with clients and prospects to identify their needs and provide solutions including investment portfolios, custody, and building trust solutions for individual families, court-appointed trusts, non-profits, corporations and retirement plans.

    • New business development through prospecting and referrals;
    • Create personalized financial plans using Money Guide Pro software;
    • Collaborate with trust officers to close sales deals;
    p

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    Trust Financial Planner

    Only for registered members

    Ability to consult with prospects and clients to identify their needs and provide solutions including investment portfolios custody building investment trust solutions Prospects include individual families court appointed trusts nonprofits corporations both DB and 401 k plans. · ...

    Waco

    1 month ago

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    Trust Financial Planner

    Only for registered members

    · Extraco Banks Financial Services division is seeking a successful Trust Financial Planner to join our team. We provide a competitive compensation package as well as excellent benefits and a great work environment. · Job Summary: · Ability to consult with prospects and clients ...

    Waco, TX,

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    Trust Financial Planner

    Only for registered members

    A Trust Financial Planner is sought by Extraco Banks Financial Services division. The successful candidate will consult with prospects and clients to identify their needs and provide solutions including investment portfolios. Essential tasks include new business development for W ...

    Waco, TX

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    Sr. Trust Officer

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    The Senior Trust Advisor is responsible for the administration and strategic management of complex trust accounts. · ...

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    Sr. Trust Advisor

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    We are seeking a Sr. Trust Advisor to join our team. · The Senior Trust Advisor is responsible for the administration, oversight, and strategic management of a portfolio of complex trust and estate accounts. · This individual will serve as the primary advisor to high-net-worth cl ...

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    Comptroller / Bookkeeper

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    Position: Comptroller/Bookkeeper · Location: Waco, TX · (with additional offices in the Eastern District of Texas and Northern District of California) · Employment Type: Full-Time · Job Type: Full-time · Position Overview · We are seeking a highly organized and proactive Comptrol ...

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    Court Reporter

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    · Company Description · ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry leading practices.  ProSidian services focus on the broad spectrum of Risk Management, Compliance, Busine ...

    Memorial Drive Waco,, Waco, TX, United States $40,000 - $90,000 (USD) per year

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    Relief Vet

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    Join a team of passionate veterinarians at Banfield Pet Hospital where you can live your best life and practice medicine your own way. We're committed to supporting our doctors with talented teammates, amazing resources, and a culture that values work-life balance. · About Us · B ...

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    Banquet Captain

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    As a Banquet Captain, you will be responsible for overseeing and coordinating all aspects of banquet events. · Your attention to detail and excellent organizational skills will ensure the success of each event. · ...

    Waco, TX

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    Comptroller

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    +We seek a highly organized Comptroller/Bookkeeper to oversee daily administrative and financial operations. · +• Oversee bookkeeping · • Manage office supplies · • Coordinate maintenance of state-of-the-art conference roomsScheduling & Coordination · Client & Case Support · ...

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