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Personal Trust Sales Consultant

tiaa

charlotte north carolina usaFull-time$118,000 – $159,000 / yearlyPosted 2026年9月4日Source: diceVerified · checked 13 日前

Job Description

Trust Consultant The Trust Consultant job contributes to the growth of TIAA Trust, N.A.'s trust administration business by direct interaction with internal partners (Wealth Management Advisors, Portfolio Managers, Trust Administrators, and Financial Consultants) to identify, manage and move through acceptance, those TIAA clients that could benefit from having TIAA Trust, N.A. serve as trustee or co-trustee of new or established trusts. Key Responsibilities and DutiesTrains internal partners on t