Senior Trust & Fiduciary Advisor

OakworthTalent; Birmingham (AL); On-site; USD 85,000 - 130,000; Full time

Job summary

Oakworth Capital Bank in Birmingham, AL seeks a full-time Trust Advisor to lead trust and estate client relationships with fiduciary judgment and governance adherence.

The role focuses on client service, fiduciary execution, and collaboration with internal teams to expand wealth management opportunities. Qualifications include a finance/economics background and relevant certifications; 5–10 years of trust experience preferred.

Qualifications

• Bachelor’s degree in Finance, Accounting or Economics preferred; advanced degrees welcomed.
• CFP, CFA, or Series 65 preferred.
• 5-10 years of experience in trust administration and fiduciary services.
• CRM experience with Microsoft Dynamics or similar platforms.

Responsibilities

• Build and manage ongoing client relationships for trust and estate needs.
• Execute fiduciary management and administer trust accounts per governing documents.
• Partner with internal teams to support wealth strategies and client planning.
• Provide high levels of responsiveness and annual reviews of fiduciary books of business.

Skills

Excellent communication

Team oriented

Trust administration experience

Education

Bachelor’s degree in Finance, Accounting or Economics preferred, advanced degree, JD or MBA preferred

CFP

CFA

Series 65

Tools

Microsoft Dynamics

Black Diamond

eMoney

Job description

Oakworth Capital Bank in Birmingham, AL seeks a full-time Trust Advisor to lead trust and estate client relationships with fiduciary judgment and governance adherence.

The role focuses on client service, fiduciary execution, and collaboration with internal teams to expand wealth management opportunities. Qualifications include a finance/economics background and relevant certifications; 5–10 years of trust experience preferred.