Elite Trust Advisor & Wealth Planner

TowneBank; Norfolk (VA); Vor Ort; USD 105.000 - 135.000; Vollzeit

Zusammenfassung

TowneBank is seeking a seasoned Trust Advisor to administer fiduciary and planning services for high-net-worth individuals, families and institutions in Norfolk, VA. You’ll collaborate with Wealth Management and Bank colleagues to deliver sophisticated fiduciary solutions.

The role emphasizes relationship management, estate planning, wealth transfer, and compliant practice, with opportunities to grow the book and participate in incentive plans.

Qualifikationen

• Broad-based knowledge of estate, trusts and fiduciary administration for affluent clients.
• Strong ability to review legal documents to support client goals and compliance.
• Excellent business development, relationship management and communication skills.

Aufgaben

• Administers fiduciary accounts per governing instruments and reviews activity.
• Partners with Private Wealth Advisor and Portfolio Manager to provide fiduciary guidance.
• Meet with clients to manage relationships and identify new opportunities.
• Grow the business by deepening relationships and acquiring new clients.
• Ensure compliance with policies, AML/BSA, and legal/regulatory changes.
• Other duties as assigned.

Kenntnisse

Estate trust admin

Wealth planning

Client relations

MS Office

Business development

Analytical skills

Communication skills

Regulatory knowledge

Change management

Attention to detail

Teamwork

Tools

MS Office

Jobbeschreibung

TowneBank is seeking a seasoned Trust Advisor to administer fiduciary and planning services for high-net-worth individuals, families and institutions in Norfolk, VA. You’ll collaborate with Wealth Management and Bank colleagues to deliver sophisticated fiduciary solutions.

The role emphasizes relationship management, estate planning, wealth transfer, and compliant practice, with opportunities to grow the book and participate in incentive plans.