Client Trust Advisor

Posted 7 Days Ago
Be an Early Applicant
Billings, MT
In-Office
Entry level
Fintech • Software • Financial Services
The Role
The Client Trust Advisor will manage joint venture partnerships, facilitate collaboration, and track performance metrics to drive organizational growth.
Summary Generated by Built In
Join Our Growing Team as a Client Trust Advisor – Build Strategic Partnerships That Drive Growth!

Are you passionate about building collaborative business relationships and unlocking new growth opportunities? We’re seeking a detail-oriented and strategic Client Trust Advisor to join our dynamic team. In this role, you’ll help establish and manage joint venture partnerships, facilitate seamless collaboration between organizations, and contribute directly to the company’s long-term success.

Why You’ll Love This Role:

💼 Comprehensive Training – No prior joint venture experience? No problem! We provide thorough onboarding and ongoing mentorship to ensure your success.
Flexible Schedule – Enjoy a healthy work-life balance with full-time and part-time options.
📈 Career Growth – Clear pathways to advancement into strategic partnership, business development, or leadership roles.
💰 Competitive Pay – Stable base income plus performance-based incentives.

Key Responsibilities:
  • Support the planning, coordination, and execution of joint venture initiatives.
  • Act as a liaison between internal teams and external joint venture partners to ensure alignment and efficiency.
  • Conduct market and partner research to identify high-value joint venture opportunities.
  • Track and report on joint venture performance metrics and provide insights for continuous improvement.
  • Help manage agreements, timelines, deliverables, and relationship milestones.
  • Contribute to the development of strategies that maximize mutual value from partnerships.
What We’re Looking For:

✔ Strong interpersonal and communication skills
✔ Analytical thinker with a collaborative, solution-oriented mindset
✔ Highly organized with excellent attention to detail
✔ Ability to manage multiple priorities and coordinate across teams
✔ Experience in partnerships, business development, client account management, or project coordination is a plus (but not required)

Perks & Benefits:

✅ Paid training and continuous professional development
✅ Health insurance and retirement plan options
✅ Performance bonuses and recognition incentives
✅ Clear career advancement opportunities within partnership and strategy roles

🚀 Ready to Build Something Bigger Together?

If you’re ready to grow in a role where collaboration and strategy drive success, apply today! Join us as a Client Trust Advisor and help shape powerful partnerships that fuel innovation and growth.

👉 Your future starts here—let’s build something great, together.

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The Company
HQ: Lumberton, North Carolina
4 Employees
Year Founded: 2022

What We Do

The Strickland Group, led by Triston Strickland, is a premier agency in the Life Insurance Industry. Over the years, we’ve grown rapidly by putting our agents first and helping clients secure their financial futures.

VISION: Build, Equip, and Empower agents to achieve impact, freedom, and success.

MISSION:

Provide agents with the tools, training, and mindset to thrive.

Create a culture rooted in honor, growth, grit, and accountability.

Serve with excellence, integrity, and measurable impact.

We believe our business model is the best-kept secret in sales and the key to building lasting wealth.

Discover How Top Sales Professionals Are Breaking Free From the Traditional Income Model

This is only possible in the cash- and time-rich financial services industry.

If you’re an ambitious salesperson ready to break free from burnout and create a business that works for you, let’s talk.

Imagine This:

Meet clients only 2–3 times per week (virtually).

Earn $75K/year on average, $150K/year if skilled, $300K/year as a top performer.

What We DON'T Do:

60+ hour work weeks

Cold calling

Endless networking

Constant prospecting

What We DO:

Help you start part-time or full-time, building your own scalable business.

Provide the best products in today’s financial marketplace.

Hire performers, not backgrounds—we care about your drive and success.

Offer top commission rates, no income cap, plus monthly bonuses and trip incentives.

How We Make It Happen:
We’ve developed a proven, plug-and-play system that streamlines your sales process, letting you focus on what you do best—helping clients and growing your business. Our proprietary lead generation ensures you spend your time with clients ready to move forward.

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