Who We Are
Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for nine consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.
What We Do
Responsible for selling investment and trust services to high-net-worth individuals and families. Develop leads primarily through networking with key centers of influence and community organizations and leaders, as well as participating in presentations and events to meet revenue goals.
HOW YOU’LL CONTRIBUTE
- Develop external leads through solicitation of attorneys, accountants and other centers of influence including community leaders and organizations to sell investment management and trust business.
- Develop business opportunities through other FAT distribution channels that may exist currently or in the future.
- Provide periodic estate planning, trust, and investment management seminars for prospects and /or professionals as appropriate to generate prospective business and referrals.
- Conduct review of prospect’s financial picture and recommend solutions to meet stated goals and objectives.
- During the sales process, provide detailed analysis of complex financial situations to propose the appropriate services to the prospective client.
- Use analytical and sales skills to relate individual customer asset situations to specific products, as well as interactive skills to comprehend prospect needs and respond with the appropriate solutions.
- Responsible for the sales process from inception through account set-up and opening.
- Identify issues and inefficiencies and recommend process improvements.
- Other duties as assigned
WHAT YOU’LL BRING
Required Education, Experience, Certification/Licensure
- Bachelor’s degree or equivalent combination of education and experience
- MBA, CFP, or CFA preferred.
- 5-7 years of trust and/or investment management sales experience with a strong background working specifically with HNW individuals and their advisors
KNOWLEDGE, SKILLS, AND ABILITIES (KSAs)
- Knowledge of fiduciary products and services (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning) is required to respond to issues that arise during sales calls.
- Strong written and verbal communication skills
- Strong interpersonal skills
- Self-motivated; self-starter
- Ability to manage multiple tasks and respond quickly to emergent problems.
- Proficient in Microsoft Word, Excel, and PowerPoint
COMPLEXITIES & IMPACT
- Works on problems of moderate scope where analysis of situations or data requires a review of a variety of factors.
- Exercises judgment within defined procedures and practices to determine appropriate action.
- Follows department processes and procedures and makes recommendations to these processes.
- Errors may cause significant delay of process development or problem resolution.
- Ability to establish and maintain effective working relationships within and between departments
SUPERVISION RECEIVED OR EXTENDED
- No responsibility for the supervision of others
- Works independently setting own priorities and objectives. Work is reviewed for soundness of judgment and overall accuracy
OTHER JOB REQUIREMENTS: PHYSICAL, TRAVEL, DRIVING REQUIREMENTS
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal work hours and/or responsibilities from time to time, as needed.
What We Offer
By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it’s the right thing to do, but also because it’s the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.
Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.
