Senior Trust & Estate Advisor

Atlantic Union Bank; Richmond (VA); On-site; USD 90,000 - 150,000; Full time

Job summary

Atlantic Union Bank seeks a Trust Advisor to develop, deepen, and maintain relationships with investment management and trust clients. You will coordinate estate planning, administer trusts, and advise beneficiaries, while ensuring compliance with bank policies and regulations.

The role emphasizes building a network of influencers, supporting business development, and coordinating with investment, tax, and legal professionals to meet client goals.

Qualifications

• Bachelor's degree in finance or related field.
• CFP, CTFA, CPA, MBA or law degree preferred.
• 10+ years of experience in financial services, preferably in a bank trust environment.
• Experience with trust and estate laws and regulations.

Responsibilities

• Perform and coordinate client estate planning.
• Perform detailed estate and trust administration.
• Conducts full needs assessment with current and potential customers and provides ongoing advice and counsel.
• Develop and maintain long‑term client relationships by providing excellent customer service.
• Handle daily incoming customer calls and inquiries in a professional manner.
• Develop referral sources and secure new customers to assist with business development.
• Maintain contact with existing clients, beneficiaries and referral sources to identify sales opportunities.
• Identify and refer business to other areas within the Bank as appropriate.
• Maintain and service existing clients.
• Work with investment, tax and legal professionals to meet client needs and objectives.
• Adhere to all applicable laws and BSA/AML policies.
• May have sales responsibility commensurate with experience.
• Handle all aspects of complex relationships through coordination with internal and external professionals.

Skills

Customer service

Estate planning

Investment theory

Sales oriented

Analytical skills

Written and verbal communication

Organization

Attention to detail

Time management

Independent work

Team collaboration

Education

Bachelor's degree in finance or related field

CFP, CTFA, CPA, MBA or law degree preferred

Job description

Atlantic Union Bank seeks a Trust Advisor to develop, deepen, and maintain relationships with investment management and trust clients. You will coordinate estate planning, administer trusts, and advise beneficiaries, while ensuring compliance with bank policies and regulations.

The role emphasizes building a network of influencers, supporting business development, and coordinating with investment, tax, and legal professionals to meet client goals.