Trust & Wealth Management Advisor

Job overview

The Trust & Wealth Management Advisor role is onsite in Georgetown, TX. Compensation is not specified. The position supports VeraBank Wealth Management Services and its trust and investment management clients. The advisor administers client accounts in accordance with governing documents, customer direction, bank policies, and regulations, while developing relationships and new business to contribute to the service’s growth and profitability.

What you'll do

• Administer and monitor account relationships
• meet with customers and respond to inquiries and transaction requests
• recommend additional services and cross-sell bank products
• ensure documentation is complete and compliant
• develop trust and investment management business through referral sources and prospects
• market wealth management services
• assist with staff training, performance appraisals, and career development.

What we're looking for

Skills & competencies

trust & wealth management advisor

trust administration

wealth management

fiduciary compliance

investment management

client relationships

business development

georgetown tx

verabank

financial services

frequent motor vehicle travel

Work arrangement

• Weekend coverage required

Why this role

Requires a bachelor’s degree in business or equivalent financial services expertise, six years of wealth management or comparable experience, and comprehensive trust/fiduciary knowledge. Frequent motor vehicle travel is required.

About the employer

VeraBank, N.A. is hiring for this role. Industry: Commercial Banking. Sector: 52.