Senior Wealth & Trust Advisor for High-Net-Worth Clients

Bank of the Bluegrass & Trust Co.; Lexington (KY); Hybrid; USD 90,000 - 140,000; Full time

Job summary

Bank of the Bluegrass & Trust Co. in Kentucky seeks a Senior Wealth Management & Trust Advisor to partner with high-net-worth clients, identify goals, and develop strategic recommendations that align with their financial objectives.

You will serve as a trusted advisor, providing strategic investment guidance, managing trust accounts, and expanding client relationships while ensuring adherence to regulatory standards.

Qualifications

• Bachelor’s degree required; graduate degree preferred.
• Professional designee (CTFA or similar) preferred.
• 5+ years fiduciary client service/sales experience.
• Advanced knowledge of trust administration, estate planning strategies, and income and estate tax matters.

Responsibilities

• Grow the Wealth Management portfolio through new opportunities.
• Act as investment agent or trustee or personal representative for clients.
• Maintain and grow existing wealth management relationships and administer accounts.
• Prepare and gather documentation for committees and reports.
• Maintain compliance with applicable regulations and bank policies.

Skills

Client relationship management

Financial analysis

Estate planning knowledge

Communication skills

Regulatory compliance

Education

Bachelor’s degree

Graduate degree (JD, MBA)

Job description

Bank of the Bluegrass & Trust Co. in Kentucky seeks a Senior Wealth Management & Trust Advisor to partner with high-net-worth clients, identify goals, and develop strategic recommendations that align with their financial objectives.

You will serve as a trusted advisor, providing strategic investment guidance, managing trust accounts, and expanding client relationships while ensuring adherence to regulatory standards.