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Financial Consultant

Trust & Estate Advisor — Private Wealth Specialist

Job in Chattanooga, Hamilton County, Tennessee, 37450, USA
Listing for: Southeastern Trust Company
Full Time position
Listed on 2026-02-15
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Law/Legal
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A boutique private wealth management firm is seeking a Trust & Estate Officer in Chattanooga, TN. This full-time role involves managing trusts and estates, developing estate planning strategies, and overseeing fiduciary responsibilities. The ideal candidate will demonstrate strong expertise in trust administration and financial planning, possess excellent communication skills, and work effectively both independently and collaboratively. Relevant certifications are a plus for this opportunity.
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