Trust Advisor

Westport One; Brentwood (TN); Hybrid; USD 120,000 - 200,000; Full time

Benefits offered by this job

Hybrid work environment

Supportive team

Job summary

Westport One is seeking an experienced Trust Advisor to manage sophisticated fiduciary relationships and collaborate with attorneys and financial professionals to make a meaningful impact on high-net-worth families.

The role offers a hybrid work environment and a supportive team where your voice matters. We value authenticity, collaboration, and a can-do attitude as you grow your career with our organization.

Qualifications

• Experience managing fiduciary relationships.
• Ability to collaborate with attorneys and financial professionals.
• Trust administration expertise.
• Client-first mindset with strong communication and problem-solving.

Responsibilities

• Manage sophisticated fiduciary relationships for high-net-worth families.
• Collaborate with attorneys and financial professionals to navigate complex estate planning and trust administration.
• Provide thoughtful, compliant guidance and solutions to clients.
• Contribute to a culture that values relationship-building and clear communication.

Job description

Let's be honest... If you're looking for another job where you're treated like a trust-processing machine, this isn't it. If you believe trust is built through relationships—not just documents—and enjoy helping clients navigate life's biggest decisions, we should talk.

We're seeking an experienced Trust Advisor to manage sophisticated fiduciary relationships, collaborate with attorneys and financial professionals, and make a meaningful impact on the lives of high-net-worth families. We value people who are authentic, collaborative, growth-minded, and not afraid to ask questions or share ideas (yes, even the good ones).

Bring your trust administration expertise, client-first mindset, and "can-do" attitude, and we'll provide a hybrid work environment, a supportive team, and a culture where your voice matters. Bonus points if you can explain the Rule Against Perpetuities without making everyone reach for another cup of coffee. If you're ready to grow your career with a firm that values both excellence and a little personality, we'd love to meet you.

To learn more about our organization please visit us at www.westportone.com

To apply for this position, submit your resume by choosing one of the following:

• Email your resume in WORD format to [e-mail]. Please refer to job reference code NB/TATN in the subject line.