Trust Advisors Application Invite
I’m very excited you found this page. It means someone trusts you enough to personally refer you and thinks you have the potential to be our next great Trust Advisor.
As you may know, we’re in a big growth stage right now.
We’re a 100% referral only business and the word of mouth, as our clients spread the word to friends, family and colleagues has been amazing.
Which means there is an opportunity for you if you’re the right person 🙂
To save everyone’s time, let me explain a bit about what we’re looking for, and what the role of Trust Advisor is and requires…
INSERT personal VIDEO FROM DR. GINA here
We’re looking for people to be willing to learn as much as possible under my direction regarding our trusts and foundations so you can advise our clients about the options they have in setting up a solution for themselves, their business(es), investments and their family for generations to come.
You should have interest and experience in both the business world and real estate as that’s where most of our very successful clients have made their wealth. While you don’t need to be an expert, you do need to be able to understand where they’re coming from and “Speak the lingo”.
The role requires you to work one-on-one with clients over the phone / zoom / etc and coordinate with the overall team here at Abundance Group Trust to ensure a great client experience.
Training is provided as we don’t expect you to be an expert in our trusts and foundation structures already but preference will be given to current clients who have experience setting up their own structures with the help of an existing Trust Advisor.
If you think you’d be a great fit for our dynamic and growing team, take a couple of minutes to let us know about you and your background.
Thanks for your time and I look forward to finding out more about you!
Dr Gina Gaudio-Grace, Abundance Group Trust