Trust Advisor II (Virginia Beach/ Richmond) (HYBRID)

Atlantic Union Bank; Richmond (VA); On-site; USD 90,000 - 150,000; Full time

Job summary

Atlantic Union Bank seeks a Trust Advisor to develop, deepen, and maintain relationships with investment management and trust clients. You will coordinate estate planning, administer trusts, and advise beneficiaries, while ensuring compliance with bank policies and regulations.

The role emphasizes building a network of influencers, supporting business development, and coordinating with investment, tax, and legal professionals to meet client goals.

Qualifications

• Bachelor's degree in finance or related field.
• CFP, CTFA, CPA, MBA or law degree preferred.
• 10+ years of experience in financial services, preferably in a bank trust environment.
• Experience with trust and estate laws and regulations.

Responsibilities

• Perform and coordinate client estate planning.
• Perform detailed estate and trust administration.
• Conducts full needs assessment with current and potential customers and provides ongoing advice and counsel.
• Develop and maintain long‑term client relationships by providing excellent customer service.
• Handle daily incoming customer calls and inquiries in a professional manner.
• Develop referral sources and secure new customers to assist with business development.
• Maintain contact with existing clients, beneficiaries and referral sources to identify sales opportunities.
• Identify and refer business to other areas within the Bank as appropriate.
• Maintain and service existing clients.
• Work with investment, tax and legal professionals to meet client needs and objectives.
• Adhere to all applicable laws and BSA/AML policies.
• May have sales responsibility commensurate with experience.
• Handle all aspects of complex relationships through coordination with internal and external professionals.

Skills

Customer service

Estate planning

Investment theory

Sales oriented

Analytical skills

Written and verbal communication

Organization

Attention to detail

Time management

Independent work

Team collaboration

Education

Bachelor's degree in finance or related field

CFP, CTFA, CPA, MBA or law degree preferred

Job description

The Trust Advisor is responsible for developing, deepening and maintaining relationships with investment management clients, trust clients, beneficiaries and other interested parties for an assigned book of business and is expected to build a network of centers of influence for soliciting new client relationships. The Trust Advisor is responsible for assuring compliance with all Bank policies and procedures, as well as applicable regulations.

Position Accountabilities

• Perform and coordinate client estate planning.
• Perform detailed estate and trust administration.
• Conducts full needs assessment with current and potential customers and provides ongoing advice and counsel.
• Develop and maintain long‑term client relationships by providing excellent customer service.
• Handle daily incoming customer calls and inquiries in a professional manner.
• Develop referral sources and secure new customers in effort to assist with the business development strategy.
• Maintains contact with existing clients, beneficiaries, and referral sources on an on‑going basis to identify new or additional sales opportunities.
• Identifies and refers business to other areas within the Bank as appropriate.
• Maintain and service existing clients.
• Work with investment, tax and legal professionals to meet client needs, goals and objectives.
• Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures.
• May have some sales responsibility commensurate with experience and composition of book of business.
• Ability to handle all aspects of our most complex relationships through a coordinated effort between internal teammates and other external professionals.

Organizational Relationship

This position reports to Head of Trust.

Position Qualifications

Education & Experience

• Bachelor's degree in finance or related field.
• CFP, CTFA, CPA, MBA or law degree preferred.
• 10+ years of experience in financial services, preferably in a bank trust environment.
• Experience with trust and estate laws and regulations.

Knowledge & Skills

• Superior customer service skills.
• Knowledge of financial planning and estate planning techniques.
• Knowledge of investment theory, investment types and strategy.
• Sales oriented, friendly and persuasive personality.
• Proven analytical skills.
• Excellent written, oral and interpersonal skills.
• Effective communicator.
• Well organized.
• High degree of accuracy with attention to detail required.
• Superior time management and problem solving skills.
• Ability to work independently as well as within a team environment.

Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.

We are proud to be an Equal Employment Opportunity employer. We maintain a drug‑free workplace.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.