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Financial Services Financial Consultant Financial Advisor

Trust Advisor II - Estate & Wealth Planning Expert

Job in Richmond, Henrico County, Virginia, 23214, USA
Listing for: Atlantic Union Bank
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services institution is seeking a Trust Advisor II in Virginia, focusing on building and maintaining relationships with investment management and trust clients. This role includes responsibilities such as performing client estate planning, conducting needs assessments, and ensuring compliance with bank policies. Candidates should possess a Bachelor’s degree in a related field and have over 10 years of financial services experience, along with strong customer service and analytical skills.
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