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Senior Trust Advisor High-Net-Worth Clients

Job in Richmond, Henrico County, Virginia, 23214, USA
Listing for: Crump Life Insurance Svcs Inc
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 90000 - 120000 USD Yearly USD 90000.00 120000.00 YEAR
Job Description & How to Apply Below
Position: Senior Trust Advisor for High-Net-Worth Clients

Crump Life Insurance Svcs Inc is seeking a professional to provide fiduciary advice and solutions to high net worth clients. The role involves teamwork with Wealth Advisors and Investment Managers to enhance client relationships and develop new business opportunities.

Candidates should possess a strong fiduciary background, effective communication skills, and at least 7 years of relevant experience. The position offers a comprehensive benefits package including medical, dental, and a 401k plan, along with opportunities for professional advancement.

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Position Requirements
10+ Years work experience
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