Senior Trust Advisor – Estate & Wealth Planning
Job in
Virginia Beach, Virginia, 23450, USA
Listed on 2026-07-31
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Jobtailor in Virginia Beach seeks an experienced banking professional to manage relationships with investment management and trust clients, and to coordinate comprehensive estate planning. You will perform needs assessments and deliver exceptional service while collaborating with investment, tax, and legal professionals.
The role requires a Bachelor’s in finance or related field and 10+ years in financial services, preferably in a bank trust setting.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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