Senior Trust & Wealth Advisor for HNW Clients

CBI Bank & Trust; Pleasant Valley Township (IA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Paid Time Off

401(k)

Employee Assistance Program

On-the-job training

Job summary

CBI Bank & Trust in Pleasant Valley Township, IA is seeking a Trust Officer to manage a portfolio of complex trust and estate accounts. The role involves serving high-net-worth individuals, ensuring compliance, and developing new business relationships. Ideal candidates will possess advanced knowledge of trust laws and estate management with 3–5 years of relevant experience. The position offers benefits including Paid Time Off, 401(k), and comprehensive medical options.

Qualifications

• Bachelor’s degree required; BS/BA preferred.
• CFTA or equivalent trust and wealth designation required.
• CPA with fiduciary and individual tax experience.
• 3–5 years of experience as a Trust Officer or in a comparable role.
• Demonstrated experience with high-net-worth individuals and families.
• Advanced knowledge of trust and estate administration.
• Strong familiarity with the Quad Cities market.

Responsibilities

• Serve as fiduciary officer for complex trust and estate accounts.
• Administer complex estates and trusts, managing assets and tax returns.
• Evaluate discretionary distribution requests and provide fiduciary guidance.
• Partner with investment officers to manage and mitigate risks.
• Develop new fiduciary and investment relationships in the Quad Cities area.
• Collaborate with bank partners to provide integrated client solutions.

Skills

Trust and estate administration

Fiduciary taxation

Investment principles

Relationship management

Business development

Education

Bachelor’s degree

CFTA or equivalent designation

CPA

Job description

CBI Bank & Trust in Pleasant Valley Township, IA is seeking a Trust Officer to manage a portfolio of complex trust and estate accounts. The role involves serving high-net-worth individuals, ensuring compliance, and developing new business relationships. Ideal candidates will possess advanced knowledge of trust laws and estate management with 3–5 years of relevant experience. The position offers benefits including Paid Time Off, 401(k), and comprehensive medical options.