Trust Advisor jobs in Saint Louis, MO

Recently Added Trust Advisor jobs

F
Wealth Management & Investment Advisor
  • First Mid Bank & Trust
  • Columbia, MO FULL_TIME

  • Position : Wealth Management & Investment Advisor Location : Columbia, MO

    Job Id : 3683 # of Openings : 1 At First Mid Wealth Management, we are committed to always doing what is best for our clients and providing tangible value through financial planning and engagement. Because we are part of First Mid Bancshares, Inc., collaboration, and relationship management across business lines is engrained in our culture and is a key part of our financial advisors' and clients' success. First Mid financial advisors help our client each and everyday plan for what's most important to them and help them reach their dreams and financial goal. We are currently looking for experienced financial advisors looking to grow their career, who share similar values and are eager to make a difference in our client's financial lives. Responsibilities include, but are not limited to :

    • Manage a client book of business by helping them plan for what's important to them, recommending services and solutions that are most appropriate to meet their client's needs, and providing ongoing guidance and monitoring to develop a long-lasting relationship
    • Proactively engage and foster First Mid's culture of embracing relationship management across all business lines to provide complete financial management for our clients
    • Represent First Mid and provide leadership in key community activities, committees and business development
    • Exhibit strong working knowledge of economic and financial planning principles, estate planning, and the financial markets
    • Performs related duties as assigned

    Qualifications Education / Experience :

  • Minimum 4 years sales experience in the wealth management and investment services industry
  • Bachelor's degree strongly preferred; Master's degree or related professional certification a plus
  • Must possess FINRA Series 7 and Series 66 and Life & Health licenses with no negative marks on your CRD / U4
  • Previous trailing-12 production minimum of $150,000 and assets under management of $25,000,000 strongly preferred

    • Skills :

  • Possess superb verbal and interpersonal communication skills to interact in a positive and optimistic way with clients, team members and other bank partners
  • Motivated and proactive self-starter with the ability to manage multiple priorities and the desire to grow and achieve results
  • Desire to continually learn, stay attuned and improve upon industry trends, financial markets, financial planning and client relationship
  • Leverage industry-renowned digital tools offering to enhance your client's experience, including MoneyGuidePro, client data aggregation and a fully integrated advisor workstation
  • Proficiency with Microsoft Office Suite

    • First Mid Bancshares, Inc. is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT

    Apply for this Position

  • 2 Days Ago
Apply this Job
M
Trust Administrative Assistant
  • Midwest Trust Company
  • CLAYTON, MO FULL_TIME
  • DescriptionTrust Administrative AssistantMidwest Trust Company - Clayton, Missouri If you are dedicated, disciplined, and client-focused, we have an opportunity for you to join our firm as a Trust Adm...
  • 1 Month Ago
Apply this Job
A
Client Service Representative - Financial Firm - Edwardsville, IL
  • Advisor Employee Services
  • Edwardsville, IL FULL_TIME
  • Client Service Representative Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients? If you enjoy developing long-term relationships, constantly...
  • 1 Month Ago
Apply this Job
C
Trust Associate
  • Central Bancompany
  • Columbia, MO FULL_TIME
  • Trust Associate Overview Central Trust Company provides world class “fee-only” wealth management solutions, including: investment management, fiduciary services, financial, estate and tax planning ser...
  • 1 Month Ago
Apply this Job
T
Innovative Schools Fellow
  • The Opportunity Trust
  • Saint Louis, MO FULL_TIME
  • About the Opportunity TrustOur Big WhyThe world’s economy and job markets are changing, and St. Louis has to get in the race. Our community is filled with the people, knowledge, and resources to actua...
  • 2 Months Ago
Apply this Job
C
Trust Executive Assistant
  • Central Bancompany
  • Jefferson, MO FULL_TIME
  • Job Posting: Executive Assistant – Join Our Dynamic Team! Are you a proactive thinker with a knack for organization, planning, and finding innovative solutions? Do you thrive in a collaborative enviro...
  • 1 Month Ago
Apply this Job
View All Trust Advisor Jobs
Salary Company Skills Job Openings
Filters

Clear All
  • Filter Jobs by companies
  • More
Salary Company Skills Job Openings

0 Trust Advisor jobs found in Saint Louis, MO area

S
VP of Finance
  • Scott Credit Union
  • Edwardsville, IL
  • The Company At Scott Credit Union, we truly value our employees. While our buildings convey the Scott Credit Union name ...
  • 1/18/2025 12:00:00 AM
Apply this job
M
Associate Financial Representative
  • Modern Woodmen of America
  • Belleville, IL
  • Launch your financial services career with an organization that positively impacts thousands of families and communities...
  • 1/16/2025 12:00:00 AM
Apply this job
N
Business Development Manager
  • National Design Build Services
  • Maryland Heights, MO
  • Business Development Manager About NDBS National Design Build Services, LLC (NDBS) is a mechanical design/build firm tha...
  • 1/14/2025 12:00:00 AM
Apply this job
N
Entry-Level Financial Agent with Training
  • Niemeyer Agency - Knights of Columbus
  • Belleville, IL
  • Job Description Job Description Join the Award-Winning Niemeyer Agency – Knights of Columbus (KoC)! As the #1 Knights of...
  • 1/14/2025 12:00:00 AM
Apply this job
E
Compliance Officer
  • Edward Jones
  • Saint Louis, MO
  • You could say we're at the center of the center. Here at Edward Jones the client is our single focus and our relationshi...
  • 1/13/2025 12:00:00 AM
Apply this job
E
Team Leader - High Net Worth Planning
  • Edward Jones
  • Saint Louis, MO
  • Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or you...
  • 1/3/2025 12:00:00 AM
Apply this job
E
Senior Estate Settlement Trust Officer
  • Edward Jones
  • Saint Louis, MO
  • Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or you...
  • 12/23/2024 12:00:00 AM
Apply this job
E
Director, Tax/Estate Strategy
  • Edward Jones
  • Saint Louis, MO
  • Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or you...
  • 11/26/2024 12:00:00 AM
Apply this job
View All Trust Advisor Jobs

About Saint Louis, Missouri

St. Louis (/seɪnt ˈluːɪs/) is an independent city and major inland port in the U.S. state of Missouri. It is situated along the western bank of the Mississippi River, which marks Missouri's border with Illinois. The Missouri River merges with the Mississippi River just north of the city. These two rivers combined form the fourth longest river system in the world. The city had an estimated 2017 population of 308,626 and is the cultural and economic center of the St. Louis metropolitan area (home to nearly 3,000,000 people), which is the largest metropolitan area in Missouri, the second-largest ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Advisor jobs
$73,718 to $105,666
Saint Louis, Missouri area prices
were up 0.7% from a year ago
View detail

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