Senior Trust & Wealth Advisor

Midland States Bank; St. Louis (MO); On-site; USD 90,000 - 120,000; Full time

Job summary

Midland States Bank in St. Louis seeks a Trust Officer to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other parties. You will ensure compliance with all policies and regulations in this individual contributor role.

The position involves administering personal trusts, IRA and guardianship accounts, assessing client needs, and recommending appropriate products. Travel may be required.

Qualifications

• 3-5 years experience in financial services.
• Knowledge of financial planning and estate planning techniques.
• Ability to meet time constraints without constant supervision.
• Sales oriented and professional in dealing with customers.
• Strong interpersonal and relationship-building skills.

Responsibilities

• Creates and administers personal trusts, investment agency, IRA and guardianship accounts.
• Conducts needs assessments and provides tailored financial guidance.
• Recommends products based on goals, tax and estate needs, risk tolerance and asset allocation.
• Meets clients, their families, accountants, and attorneys to coordinate service.
• Develops referral networks and expands clientele within the bank.

Skills

Sales oriented

Strong oral and written communication

Attention to detail

Teamwork

Time management

Education

Bachelor's degree

JD or MBA preferred

CFP or JD; CTFA certifications considered

Job description

Midland States Bank in St. Louis seeks a Trust Officer to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other parties. You will ensure compliance with all policies and regulations in this individual contributor role.

The position involves administering personal trusts, IRA and guardianship accounts, assessing client needs, and recommending appropriate products. Travel may be required.