Fiduciary Advisor

Madison, WI
10/30/2019

The Fiduciary Advisor will serve as subject matter expert in trust, retirement planning, estate planning, business succession planning and other tax planning matters. The Advisor will manage all local trust and estate accounts and relationships in accordance with the Banks’s fiduciary responsibilities as trustee and executor. This role provides administration, retention, relationship management and development of trust and investment management relationships. They will be a critical part of asset gathering, and building critical mass in the Madison market within the Wealth Management and Trust division.