PCS Trust Advisor II - Mount Laurel, NJ

What you’d do

Administers and retains assigned trust, estate, retirement and agency accounts for Private Client Services. Advises clients on estate planning, gifting, tax matters and banking needs while building referral networks to meet sales goals. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

• Bachelor's degree or equivalent work experience
• 5+ years related experience
• Knowledge of wills, estate, trust and investments
• Proven sales ability and client acquisition
• Attention to detail