Trust Advisor jobs in Newport News, VA
Recently Added Trust Advisor jobs
Trust Advisor
- Old Point Wealth Management
-
Hampton, VA
FULL_TIME
-
The Trust Officer is a highly experienced, well-rounded fiduciary professional who partners with other Wealth Management and Bank teammates to deliver high-level advice and service to individuals, families, and institutions. They are responsible for fiduciary administration and planning, relationship management, and service to and growth of a High Net Worth book of relationships.
Essential Functions:
- Administers a book of fiduciary and investment accounts including trusts, estates, court appointments, IRAs, investment management and custody accounts, and conducts comprehensive reviews of account activity and administration.
- Partners with the Private Wealth Advisor, Portfolio Analyst and other bank teammates to communicate the Firm’s fiduciary philosophy and platform and provide fiduciary advice and solutions tailored to meet client and prospect goals and objectives. Provides fiduciary and financial planning guidance in the areas of estate planning, wealth transfer, estate administration, and charitable, philanthropic, and risk solutions.
- Meet with clients to manage relationships, provide advice and planning, identify issues and new business opportunities; respond to client requests for information, advice and service; conduct proactive client outreach; create and deliver fiduciary content for prospect and client presentations, prospecting events, and thought leadership articles.
Click the link to learn more:
https://recruiting.ultipro.com/OLD1001OPNB/JobBoard/0a5c87a7-acd1-456c-8546-a8e7d051707f/OpportunityDetail?opportunityId=cee6c9af-caff-4dbb-8397-3a43afac2a3c
- 19 Days Ago
Trust Advisor
- Old Point National Bank
-
Newport, VA
FULL_TIME
- Position Summary: The Trust Advisor (“TA”) is a highly experienced, well-rounded fiduciary professional who partners with other Wealth Management and Bank teammates to deliver high-level advice and se...
- 2 Months Ago
Trust Officer
- Old Point National Bank
-
Newport, VA
FULL_TIME
- DescriptionPosition Summary: The Trust Officer is a highly experienced, well-rounded fiduciary professional who partners with other Wealth Management and Bank teammates to deliver high-level advice an...
- 2 Months Ago
Teller I
- Southern Bank and Trust
-
Newport, VA
FULL_TIME
- Position: Teller I Reports To: Teller Supervisor/Branch Operations Manager/Branch Manager/City Executive Indirectly Reports To: Area Operations Manager/City Executive Reports To This Position: None FL...
- 25 Days Ago
Service Advisor
- Casey Honda
-
Newport, VA
FULL_TIME
- Casey Auto Group is currently seeking an Automotive Service Advisor to join our team! Considering a job as an automotive service advisor can be appealing for several reasons: Customer Interaction: The...
- 7 Days Ago
Benefits Advisor
- Aflac
-
Newport, VA
FULL_TIME
- Aflac Virginia is currently seeking motivated and enthusiastic individuals to continue growing our award-winning sales team. We need more representatives and leaders to meet the demands of our existin...
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0 Trust Advisor jobs found in Newport News, VA area
Account Management Manager - US Based Remote
- Anywhere Real Estate
-
Virginia Beach, VA
- **Account Management Manager must be located in US West Coast** **SUMMARY:** We are seeking a strategic individual to ma...
- 12/12/2024 12:00:00 AM
Systems Administrator/Engineers and Network Administrator/Engineers
- Technica Corporation
-
Hampton, VA
- Overview: About Technica: At Technica Corporation, our goal is to provide exceptional professional services and innovati...
- 12/11/2024 12:00:00 AM
Sr. Business Development Account Manager- Air Force
- Credence Management Solutions, LLC
-
Hampton, VA
- Overview: Credence Management Solutions is seeking a Senior Defense Business Development professional with experience as...
- 12/10/2024 12:00:00 AM
Security Alarm Service Technician
- Johnson Controls
-
Norfolk, VA
- Be part of the future! We are one team, dedicated to working collaboratively to create purposeful solutions that propel ...
- 12/9/2024 12:00:00 AM
Accountant
- Maersk (a.k.a A P Moller)
-
Norfolk, VA
- Opportunity Summary: The Accountant is a key liaison between MLL and Fleet & Strategic Brands finance. Drives financial ...
- 12/9/2024 12:00:00 AM
Sales and Service Specialist
- Fulton Bank
-
Newport News, VA
- Value Proposition: Our values define us and our culture inspires us to change lives for the better. Our employees are th...
- 12/9/2024 12:00:00 AM
Audit Manager - Virginia Beach (Hybrid)
- Cherry, Bekaert & Holland, L.L.P.
-
Virginia Beach, VA
- Cherry Bekaert is a Top 25 Accounting and Advisory that has been providing outstanding service to our clients for over 7...
- 12/9/2024 12:00:00 AM
Sr Internal Auditor - US Based Remote
- Anywhere Real Estate
-
Virginia Beach, VA
- Internal Audit position with focus primarily on advisory work (75% advisory, 25% audit) that is identified both within a...
- 12/8/2024 12:00:00 AM
About Newport News, Virginia
Newport News is located at 37°4′15″N 76°29′4″W / 37.07083°N 76.48444°W / 37.07083; -76.48444 (37.071046, −76.484557). According to the United States Census Bureau, the city has a total area of 120 square miles (310 km2), of which 69 square miles (180 km2) is land and 51 square miles (130 km2) (42.4%) is water.
The city is located at the Peninsula side of Hampton Roads in the Tidewater region of Virginia, bordering the Atlantic Ocean. The Hampton Roads Metropolitan Statistical Area (officially known as the Virginia Beach-Norfolk-Newport News, VA-NC MSA) is the 37th largest in the nation with...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Advisor jobs
$71,160 to $101,991
Newport News, Virginia area prices
were up 1.2% from a year ago
were up 1.2% from a year ago
What does a Trust Advisor do?
Trust Advisor in Atlanta, GA
Provide guidance for the development and on-going maintenance of investment allocations, goals and objectives.
February 28, 2023
Trust Advisor in Beaumont, TX
Contacts or corresponds with attorneys, agencies, co- trustees/co-executors, and other parties who have an interest in any aspect of an account.
December 07, 2022
Represents the company in business activities and serves as a contact for customers, attorneys, CPAs and beneficiaries relating to assigned accounts.
January 03, 2023
Resolves problems brought by owners, beneficiaries and others, such as requests for special distributions or planning and approving necessary expenditures for care and maintenance.
February 18, 2023
Manages accounts in accordance with the terms of the governing documents and in a manner consistent with the needs of owners, beneficiaries and/or remaindermen.
March 02, 2023
Requires a bachelor's degree, preferably in Business, Finance, or Accounting, and at least eight (8) years professional level banking or financial experience and/or training.
March 28, 2023
Assures the accounts are in compliance with Bank/Trust Department policies, procedures and any applicable federal/state laws and regulations.
April 25, 2023
Trust Advisor in Boston, MA
Develop and maintain a high level of proficiency using a variety of technological resources and database applications.
December 21, 2022
Demonstrated success in a personal client service environment.
February 20, 2023
Review current office policies for the purpose of improving processes and efficiencies.
February 22, 2023