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Wealth Management Financial Advisor / Consultant Portfolio & Asset Management

Trust Advisor

Job in Norfolk, Virginia, 23501, USA
Listing for: TowneBank
Full Time position
Listed on 2026-09-04
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Administers a book of fiduciary and investment accounts per the terms of governing instruments, including trusts, estates, court appointments, IRAs, investment management and custody accounts, and conducts comprehensive reviews of account activity an Trust, Wealth Advisor, Advisor, Portfolio Manager, Financial Planning, Client Relations, Banking, Business Services
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