2605-8 Trust Officer/Wealth Advisor

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Trust Officer/Wealth Advisor

Trust Officer in Middle Tennessee/Nashville Area

Supervisor: Market Leader

General Job Description

A Trust Officer manages a portfolio of fiduciary and investment management accounts for high-net-worth clients, including multi-generational families. This role involves overseeing the administration and business development of complex investment management and trust accounts. The Trust Officer is expected to build and maintain a network of centers of influence and take a proactive approach to client communication and service coordination. This position requires strong leadership capabilities and a commitment to upholding the highest standards of fiduciary duty.

Essential Duties

• Develop and maintain relationships with clients, beneficiaries, and other interested parties, understanding their needs, goals, and governing documents.
• Provide wealth planning advice and ensure trust product awareness and education for clients, and centers of influence.
• Implement investment strategies aligned with clients' goals using various investment vehicles, regularly reviewing and adjusting portfolios
• Drive business development, client retention, and service delivery to individuals, families, trusts, and foundations.
• Develop and maintain relationships with centers of influence such as CPAs and attorneys to ensure a network of professional advisor resources for clients and for new business referrals to Argent.
• Attend client meetings, document issues discussed, and coordinate follow-up actions.
• Oversee the preparation of client meeting reports and materials.
• Document client information and communications in client file.
• Ensure proper account opening and closing procedures and review related documents.
• Oversee account transactions and reporting, ensuring accuracy and compliance.
• Manage risk and ensure compliance with all relevant company policies, procedures, and regulations.
• Coordinate with fiduciary counsel to ensure administration aligns with governing documents.
• Prepare Annual Relationship Reviews and ensure all accounts comply with regulatory requirements.
• Mentor Trust Administrators, Wealth Management Associates, and Trust Assistants
• Stay updated on developments in probate and fiduciary law, actively pursuing professional development opportunities.
• Represent the company in community organizations and activities to build brand awareness.
• Maintain understanding of governing instruments including trust agreements, wills, modification documents, etc. as applicable to client base.
  
  

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required.

• Bachelor's degree, with advanced degree JD or MBA preferred.
• CFP (Certified Financial Planner) or CTFA (Certified Trust and Fiduciary Advisor) certification required (or will be pursued), if not holding a JD or other advanced degree or certification .
• 5 years’ experience in financial services, investments, tax or trust and estate legal field
• Subject matter expert in Trust Administration, Estate Planning, Supplemental Needs Trusts, Charitable Planning and/or Estate Administration.
• Expertise in the areas of financial planning and estate planning techniques.
• Knowledge of investment products.
• Excellent writing and presentation skills.
• Demonstrated success working in team environment.
• Ability to organize, complete multiple tasks within deadlines and complete accuracy.
• Sales oriented, friendly and persuasive personality.
  
  

Please send resumes to ppowlas@tnbankers.org.