Senior Wealth Advisor & Trust Officer

Broadway Bank; Austin (TX); On-site; Full time

Benefits offered by this job

Career Development Programs

Generous paid time off

Employee recognition and awards

Free vision insurance

Retirement matching

Tuition reimbursement

Job summary

A Texas-based financial institution is seeking a Wealth Advisor/Trust Officer III in Austin. This role involves managing fiduciary relationships, growing assets, and providing exceptional service to clients. Candidates should possess strong fiduciary knowledge and experience in financial planning. A 4-year degree and certifications in financial planning are highly regarded. The position offers opportunities for career development and a supportive work culture focused on employee well-being. Competitive benefits and a commitment to diversity are emphasized.

Qualifications

• 7 years fiduciary experience in personal trust or 5 years legal/financial planning.
• Professional certifications in finance are advantageous.

Responsibilities

• Grow fiduciary relationships and client portfolios.
• Provide a full range of banking services to clients.
• Manage risk and fiduciary responsibilities effectively.

Skills

Understanding of accounting principles

Interaction with high-level clients

Understanding of fiduciary principles

Client relationship management

Problem-solving skills

Leadership abilities

Microsoft Suite proficiency

Education

4-year college degree

Law degree

Certified Financial Planner

Chartered Financial Analyst

Certified Trust Financial Advisor

Tools

Microsoft Suite

FiTek System

Job description

A Texas-based financial institution is seeking a Wealth Advisor/Trust Officer III in Austin. This role involves managing fiduciary relationships, growing assets, and providing exceptional service to clients. Candidates should possess strong fiduciary knowledge and experience in financial planning. A 4-year degree and certifications in financial planning are highly regarded. The position offers opportunities for career development and a supportive work culture focused on employee well-being. Competitive benefits and a commitment to diversity are emphasized.