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Financial Advisor / Consultant Financial Services

Senior Special Needs Trust Officer II

Job in Brentwood, Williamson County, Tennessee, 37027, USA
Listing for: Forge Consulting
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
A full-service financial firm is seeking an experienced Special Needs Trust Officer II to manage trust services and client relationships. The role requires over 5 years of trust administration experience, preferably in the special needs field. Candidates should demonstrate excellent communication, organizational, and analytical skills, alongside a strong capability in client service. The position offers a dynamic work environment dedicated to serving families' unique financial needs.
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Position Requirements
10+ Years work experience
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