Senior Trust & Wealth Advisor

TowneBank; Massachusetts; On-site; USD 105,000 - 135,000; Full time

Job summary

TowneBank is seeking an experienced Trust Advisor to partner with Wealth Management and Bank teammates, delivering fiduciary advice and service to high-net-worth individuals and institutions. The role administers accounts, provides planning guidance, and grows the fiduciary book.

The position requires extensive knowledge of estate planning, wealth transfer, and fiduciary administration; it involves client meetings, proactive outreach, and adherence to regulatory policies.

Qualifications

• Broad-based knowledge of estate, trust, and fiduciary administration; wealth planning strategies.
• Ability to review estate and trust documents to meet client goals and ensure compliance.
• Strong written and verbal communication skills and attention to detail.

Responsibilities

• Administers a book of fiduciary and investment accounts per governing instruments; reviews activity and administration.
• Partners with Private Wealth Advisor and team to deliver fiduciary advice and tailored solutions.
• Meets with clients to manage relationships, provide planning, identify issues and opportunities.
• Supports growth through fiduciary expertise and new client acquisition; ensures compliance with policies.

Skills

Estate administration

Wealth planning

Relationship management

Regulatory compliance

Analytical skills

Business development

Tools

MS Office

Job description

TowneBank is seeking an experienced Trust Advisor to partner with Wealth Management and Bank teammates, delivering fiduciary advice and service to high-net-worth individuals and institutions. The role administers accounts, provides planning guidance, and grows the fiduciary book.

The position requires extensive knowledge of estate planning, wealth transfer, and fiduciary administration; it involves client meetings, proactive outreach, and adherence to regulatory policies.