We are looking for a Senior Trust Advisor to join our team in a dynamic role that involves administering complex corporate trustee relationships and providing comprehensive financial and estate planning solutions in Mission, Texas.

The Senior Trust Advisor will be responsible for evaluating trust documents, managing fiduciary actions, and providing one-time consultations to clients while maintaining compliance with regulatory requirements.

• Administer large and complex corporate trustee relationships
• Evaluate new business and trust documents for compliance
• Provide consultations and maintain fiduciary actions
• Lead business development processes
• Utilize department tools and technology for client experience

• Undergraduate degree or equivalent
• CTFA designation or CFP required
• Minimum of five years related experience
• Exceptional client relationship management skills
• Strong written and verbal communication skills

• Opportunity for professional development
• Collaborative team environment
• Training and coaching opportunities

Occasional overnight travel may be required for this role in Mission, Texas. Visa sponsorship is not provided. We are committed to diversity and inclusion, fostering highly effective teams through values-driven decision-making.

Join our team to take a stand for all investors and contribute to our global market leadership. Let?s make success accessible together.