Trust & Estate Advisor

Midland States Bank; St. Louis (MO); On-site; USD 90,000 - 120,000; Full time

Job summary

Midland States Bank seeks a Trust Officer to develop and deepen relationships with investment management and trust clients. The role focuses on advising clients, managing personal trusts, IRA and guardianship accounts, and expanding the client network.

You will meet clients to assess needs, coordinate with families, attorneys, and accountants, and ensure compliance with bank policies and regulations. Occasional travel and collaboration with offices may be required.

Qualifications

• Bachelor's degree required; advanced degree (JD or MBA) preferred.
• CFP (Certified Financial Planner) or JD; if not holding a JD then CTFA certification or CTFA pending with 20 years of industry experience.
• 3-5 years experience in financial services, preferably in bank trust environment.

Responsibilities

• Develops, deepens, and maintains relationships with investment management and trust clients.
• Performs comprehensive needs assessments and provides ongoing advice tailored to clients' financial goals.
• Recommends products/services based on objectives, tax and estate needs, risk tolerance and asset allocations.
• Maintains contact with clients, beneficiaries, and referral sources to identify and pursue opportunities.

Job description

Midland States Bank seeks a Trust Officer to develop and deepen relationships with investment management and trust clients. The role focuses on advising clients, managing personal trusts, IRA and guardianship accounts, and expanding the client network.

You will meet clients to assess needs, coordinate with families, attorneys, and accountants, and ensure compliance with bank policies and regulations. Occasional travel and collaboration with offices may be required.