Senior Wealth & Trust Advisor

The primary role of the Senior Wealth and Trust Advisor is the administration, retention, relationship management, and development of complex trust, agency, estate, guardianship, cash management, and retirement accounts. The Senior Advisor will conduct and guide in-depth discovery to understand client circumstances, financial goals, and risk considerations, and will coordinate appropriate strategies and solutions through a team-based approach. This role is designed for an experienced professional currently performing similar responsibilities within a wealth management or trust environment who can contribute immediately with minimal training beyond internal systems and processes.