Senior Trust Advisor — Relationship-Driven Fiduciary

Westport One; Brentwood (TN); Hybrid; USD 120,000 - 200,000; Full time

Benefits offered by this job

Hybrid work environment

Supportive team

Job summary

Westport One is seeking an experienced Trust Advisor to manage sophisticated fiduciary relationships and collaborate with attorneys and financial professionals to make a meaningful impact on high-net-worth families.

The role offers a hybrid work environment and a supportive team where your voice matters. We value authenticity, collaboration, and a can-do attitude as you grow your career with our organization.

Qualifications

• Experience managing fiduciary relationships.
• Ability to collaborate with attorneys and financial professionals.
• Trust administration expertise.
• Client-first mindset with strong communication and problem-solving.

Responsibilities

• Manage sophisticated fiduciary relationships for high-net-worth families.
• Collaborate with attorneys and financial professionals to navigate complex estate planning and trust administration.
• Provide thoughtful, compliant guidance and solutions to clients.
• Contribute to a culture that values relationship-building and clear communication.

Job description

Westport One is seeking an experienced Trust Advisor to manage sophisticated fiduciary relationships and collaborate with attorneys and financial professionals to make a meaningful impact on high-net-worth families.

The role offers a hybrid work environment and a supportive team where your voice matters. We value authenticity, collaboration, and a can-do attitude as you grow your career with our organization.