Council Information

  LAEPC News...

 

1. Invitation -

 http://www.sccai.org/pages.asp?id=166&parentID=6

On August 25, 2011

The Southern California Chapter of the Appraisal Institute presents:

IRS Valuation Summit – 2011
Hyatt Century Plaza Hotel

Jonathan Lurie, Esq., of McDermott Will & Emery
Burton Mitchell Esq., of Jeffer Mangels Butler & Mitchell
Robert Strauss, Esq., of Weinstock Manion Reisman Shore & Neumann
David Schwartz, Esq., & Samuel Shapiro, Esq. of  Schwartz and Shapiro LLP
and Panelists in attendance:
Six Agents of the IRS ;
Attorneys of the Beverly Hills and South Bay Estate Planning Councils;
CPA Tax Accounting Experts; and MAI and CFA Valuation Experts

$250 for 8 hour MCLE/CPE/OREA/AI CE
Breakfast, Lunch, Breaks and Parking is included

 

   2. VP/Wealth Management Advisor opening at First American Trust as of 4/12/11

 

 

FIRST AMERICAN TRUST, FSB - JOB DESCRIPTION
 
Job Title:                                         Vice President / Wealth Management Advisor
 
Department/Division:                     Investment Management & Trust Services
 
 
Purpose: The job of the Wealth Management Advisor (WMA) exists to increase sales of new trustee, co-trustee, successor trustee, investment management / agency for trustees/individuals, and IRA accounts for First American Trust (FAT). The WMA will develop prospective business, facilitate new business closure and account set-up through the completion of client Investor Profile and Asset Allocation Form, document delivery, client presentations, liaison with FAT as well as outside advisors or professionals as required. The position may also assist FAT in retaining, upgrading and/or attaining additions to existing trust and investment management accounts including IRAs, and may include cross-selling of related, non-competing products and services for affiliated companies.
 
Scope: The Wealth Management Advisor will have responsibility for sales and marketing efforts
where First American Trust may serve in a trustee or investment manager capacity. Primary activities will include:
 
  • Development of external leads through solicitation of attorneys, accountants and other professional service providers and advisors
 
  • Development of 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
 
  • Develop internal referral sources for FAT’s trust and investment management leads through cultivation of First American Corporation contacts.
 
  • This may include providing product knowledge and training sessions for Title sales and Escrow staff as appropriate to develop trust and investment management product awareness and technical competency within this referral source.
 
Responsibility: The Wealth Management Advisor will have reporting responsibility to the National Sales Manager for First American Trust.
 
Requirements:
  • The candidate must have at least five years of trust and / or investment management sales experience and a strong background working specifically with HNW individuals and their advisors.
  • Bachelor’s Degree required and MBA, CFP or CFA preferred.
  • Excellent interpersonal and presentation skills required.
 
For more information on this job posting, please contact Gina Lee, gilee@firstam.com