Wealth Management & Trust Advisor

VeraBank; Georgetown (TX); On-site; USD 110,000 - 170,000; Full time

Job summary

VeraBank Wealth Management Services is seeking a seasoned professional to strengthen client relationships, grow fee-based business, and ensure fiduciary compliance. The role focuses on administering trust and investment programs while coordinating with attorneys, CPAs, life underwriters, and other advisors.

Based in Georgetown, TX, this leadership position emphasizes prospecting for new business, cross-selling services, and delivering exceptional client service in a fast-paced financial

Qualifications

• Bachelor’s degree in business or related field.
• Six years’ experience in wealth management or related field.

Responsibilities

• Administers and monitors a portfolio of account relationships in accordance with governing documentation and bank policies.
• Communicates with customers and responds to inquiries in a timely and accurate manner.
• Expands client relationships by recommending additional services and cross-selling other bank products.
• Ensures completeness and compliance of documentation for new and existing relationships.
• Initiates and maintains contacts to develop and close new trust and investment management business.
• Leads staff training and development; supports performance appraisals.
• Other duties as assigned.

Skills

Wealth management

Client relationships

Regulatory compliance

Leadership

Business development

Education

Bachelor’s degree in business

CPA/MBA/CFP/CTFA/JD

Tools

Trust accounting system

Job description

VeraBank Wealth Management Services is seeking a seasoned professional to strengthen client relationships, grow fee-based business, and ensure fiduciary compliance. The role focuses on administering trust and investment programs while coordinating with attorneys, CPAs, life underwriters, and other advisors.

Based in Georgetown, TX, this leadership position emphasizes prospecting for new business, cross-selling services, and delivering exceptional client service in a fast-paced financial