Senior Trust & Wealth Advisor

Tennessee Bankers Association; Nashville (TN); On-site; USD 80,000 - 100,000; Full time

Job summary

The Tennessee Bankers Association is seeking a Trust Officer/Wealth Advisor to manage fiduciary and investment management accounts for high-net-worth clients. Candidates should possess a Bachelor's degree with a preference for a JD or MBA, along with CFP or CTFA certification. The role demands strong leadership and relationship-building skills in a complex financial environment.

Key responsibilities include developing relationships, providing wealth planning advice, and ensuring compliance with fiduciary standards. Ideal candidates will have over 5 years of experience in financial services.

Qualifications

• Bachelor's degree required; JD or MBA preferred.
• CFP or CTFA certification necessary.
• 5+ years’ experience in financial services or legal field.

Responsibilities

• Manage fiduciary and investment management accounts.
• Build and maintain client relationships.
• Provide wealth planning advice and implement strategies.

Skills

Financial planning

Trust Administration

Estate Planning

Investment product knowledge

Writing and presentation skills

Education

Bachelor's degree

JD or MBA preferred

CFP or CTFA certification

Job description

The Tennessee Bankers Association is seeking a Trust Officer/Wealth Advisor to manage fiduciary and investment management accounts for high-net-worth clients. Candidates should possess a Bachelor's degree with a preference for a JD or MBA, along with CFP or CTFA certification. The role demands strong leadership and relationship-building skills in a complex financial environment.

Key responsibilities include developing relationships, providing wealth planning advice, and ensuring compliance with fiduciary standards. Ideal candidates will have over 5 years of experience in financial services.