Senior Trust & Wealth Advisor
Job in
Nashville, Davidson County, Tennessee, 37247, USA
Listed on 2026-07-26
Listing for:
Tennessee Bankers Association
Full Time
position Listed on 2026-07-26
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
The Tennessee Bankers Association is seeking a Trust Officer/Wealth Advisor to manage fiduciary and investment management accounts for high-net-worth clients. Candidates should possess a Bachelor's degree with a preference for a JD or MBA, along with CFP or CTFA certification. The role demands strong leadership and relationship-building skills in a complex financial environment.
Key responsibilities include developing relationships, providing wealth planning advice, and ensuring compliance with fiduciary standards. Ideal candidates will have over 5 years of experience in financial services.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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