Senior Wealth Management & Trust Advisor
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: None
Basic 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.
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.