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Financial Consultant Banking & Finance

Community Trust Officer - Estate & Legacy Planner

Job in Jacksonville, Duval County, Florida, 32290, USA
Listing for: J. Morrissey & Company, Inc.
Full Time position
Listed on 2026-06-07
Job specializations:
  • Finance & Banking
    Financial Consultant, Banking & Finance
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
J. Morrissey & Company, Inc. is looking for a Trust Officer in Lake County, FL. In this role, you will guide families in making vital financial decisions through trust and estate planning, focusing on building relationships and collaborating with legal professionals. A Bachelor’s degree in Finance or Accounting is required, along with CTFA certification and over 3 years of relevant experience.

Join a community-oriented team dedicated to making a difference in clients’ lives and the community.
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