Senior Wealth Management & Trust Advisor

Description

Job Title:  Senior Wealth Management & Trust Advisor     Job Code: 802 

FLSA Status: __X_ Exempt ___ Non-Exempt ___Part-Time ___X__ Full-Time 

EEO Job Category: 1B  Reports to: Director of Wealth Mgmt. 

Job Grade: 24   Revision Date: 2026 

Supervisory Responsibility: No 

General Function: The Wealth Management & Trust Advisor partners with high-net worth clients to identify their financial goals, analyze and develop recommendations that will help them work towards well defined financial objectives. Serve as a trusted advisor with clients, which allows the Wealth Management & Trust Advisor to provide strategic investment advice as well as recommend value-added products and services. 

Essential Duties & Tasks: 

• Seek new business opportunities to help grow the Wealth Management Department’s portfolio of clients. 

• Perform as investment agent or trustee or personal representative on behalf of existing and new clients. 

• Maintain existing Wealth Management Relationships by performing tasks required within the scope of that relationship. 

• Prospect and develop client relationships for new and additional business among existing and new account Wealth Management opportunities. 

• Maintain and foster communications with customers and employees. 

• Administering Wealth Management accounts, reviewing investments, placing trades, and making distributions. 

• Prepare and gather documentation and reports for various committees 

• Performance of related clerical account administrative duties while maintaining compliance. 

• Maintain ongoing education to maintain certifications.

• Research, develop and schedule sales calling schedule while searching for new business opportunities. 

• Ensuring compliance in BSA, OFCA, Privacy, Information Security, and all other regulations as applicable to the position. Failure to ensure compliance can result in Civil and Criminal Penalties, as well as corrective actions up to and including termination. 

• Staying knowledgeable on the bank’s products and services and looking for opportunities to make recommendations to customers based on need.

• Fostering the spirit of teamwork in supporting the bank’s goals and mission statement.

• Attend weekly relationship manager meetings. 

• Displays the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority. 

• Supports a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results. 

• Actively participates within professional and community organizations. 

• Actively networks and effectively builds relationships internally and externally of the Bank. 

• Additional duties as assigned. 

Requirements

  Minimum Knowledge, Skills and Abilities: 

• Bachelor’s degree required.

• Graduate degree (JD, MBA) preferred. 

• Professional designee (CTFA or similar) 

• 5 + years of demonstrated fiduciary client service/sales.

• Advanced knowledge of trust administration, estate planning strategies, and income and estate  tax matters 

Physical & Mental Factors/Requirements:

• Hearing, seeing, sitting      for long periods, standing, operating a computer.
• Manual dexterity to      execute trust and bank documents and files.
• Ability to stay focused      and multi-task.
• Ability to meet the      pressure of deadlines.
• Ability to communicate      on the telephone, write, speak, read, hear and type.
• Ability to work with      little direct supervision.
• Ability to perform      manual tasks.
• May be required to sit      for extended periods of time, paying attention to detail.
• Requires occasional      bending, reaching and stretching.

Working Environment: 

• Professional Office Environment. • Some Business Travel is required

EOE/M/F/Vet/Dis