Senior Trust Officer & Wealth Advisor

Tnbankers; Nashville (TN); On-site; USD 80,000 - 110,000; Full time

Job summary

Tnbankers in Nashville, TN is seeking a Trust Officer to manage a portfolio of fiduciary and investment accounts for high-net-worth clients. The candidate will oversee client communications and service coordination while implementing investment strategies aligned with client goals.

Ideal applicants should possess a Bachelor's degree, and preferred credentials include a JD or MBA, along with certifications like CFP or CTFA. A minimum of 5 years in financial services is required.

Qualifications

• 5+ years’ experience in financial services, investments, tax or trust and estate legal field.
• Subject matter expert in Trust Administration, Estate Planning, and Charitable Planning.
• Demonstrated success working in team environment.

Responsibilities

• Manage a portfolio of fiduciary and investment management accounts.
• Develop and maintain relationships with clients and other interested parties.
• Implement investment strategies aligned with clients' goals.

Skills

Trust Administration

Financial Planning

Sales oriented

Excellent writing skills

Teamwork

Education

Bachelor's degree

JD or MBA preferred

CFP or CTFA certification

Tools

Investment products knowledge

Job description

Tnbankers in Nashville, TN is seeking a Trust Officer to manage a portfolio of fiduciary and investment accounts for high-net-worth clients. The candidate will oversee client communications and service coordination while implementing investment strategies aligned with client goals.

Ideal applicants should possess a Bachelor's degree, and preferred credentials include a JD or MBA, along with certifications like CFP or CTFA. A minimum of 5 years in financial services is required.