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Trust Advisor Jobs (NOW HIRING)

SYM Financial Corporation

Trust Advisor

Winona Lake, IN · On-site

Trust Advisor Reports to: Rick Harrison - Area Leader & Senior Financial Advisor Benefits: Yes Status: Exempt Who is SYM? SYM Financial Advisors, a large, independent, fiduciary Registered Investment ...

SNB

Trust Advisor

Sioux City, IA · On-site

TRUST ADVISOR Our Wealth Management team goes beyond managing assets-we help individuals and families protect their legacies and plan for the future with confidence. As a Trust Advisor, you'll play a ...

CBIZ Talent Solutions

Trust Advisor

Wichita, KS

What you'll do The Trust Advisor is responsible for the administration, retention, and growth of complex, multigenerational trust and wealth management relationships. This role requires sound ...

SNB

Trust Advisor

Sioux City, IA · On-site

TRUST ADVISOR Our Wealth Management team goes beyond managing assets--we help individuals and families protect their legacies and plan for the future with confidence. As a Trust Advisor, you'll play ...

INTRUST Bank

Trust Advisor

Wichita, KS

This level requires the Trust Advisor to be capable of administering multiple account relationships with revenue exceeding $1.5 Million. Promotes an environment of teamwork within the department and ...

INTRUST Bank

Trust Advisor

Wichita, KS · On-site

This level requires the Trust Advisor to be capable of administering multiple account relationships with revenue exceeding $1.5 Million. Promotes an environment of teamwork within the department and ...

Huntington

Trust Advisor II

Hattiesburg, MS · On-site +1

The Trust Advisor II, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total financial needs and introduces product specialists to obtain cross ...

Huntington

Trust Advisor II

Hattiesburg, MS · On-site +1

The Trust Advisor II, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total financial needs and introduces product specialists to obtain cross ...

Huntington

Trust Advisor II

Jackson, MS · On-site +1

The Trust Advisor II, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total financial needs and introduces product specialists to obtain cross ...

Huntington

Trust Advisor II

Hattiesburg, MS · On-site +1

The Trust Advisor II, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total financial needs and introduces product specialists to obtain cross ...

Huntington

Trust Advisor II

Jackson, MS · On-site +1

The Trust Advisor II, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total financial needs and introduces product specialists to obtain cross ...

Huntington National Bank

Trust Advisor II

Jackson, MS · On-site

The Trust Advisor II, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total financial needs and introduces product specialists to obtain cross ...

Huntington

Trust Advisor II

Tupelo, MS · On-site +1

The Trust Advisor II, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total financial needs and introduces product specialists to obtain cross ...

Hancock Whitney Corp.

Trust Advisor 3

New Orleans, LA · On-site

The Trust Advisor 3 manages and develops complex wealth management client relationships during the administration of Trust accounts including estates, trusts, guardianships, and agency relationships ...

Huntington

Trust Advisor II

Tupelo, MS · On-site +1

The Trust Advisor II, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total financial needs and introduces product specialists to obtain cross ...

Hancock Whitney Bank

The Trust Advisor 3 manages and develops complex wealth management client relationships during the administration of Trust accounts including estates, trusts, guardianships, and agency relationships ...

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How much do trust advisor jobs pay per year?

As of Jun 11, 2026, the average yearly pay for trust advisor in the United States is $81,852.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,500.00 and $85,000.00 per year, depending on experience, location, and employer.

How does a Trust Advisor typically collaborate with legal, tax, and investment professionals to serve clients effectively?

A Trust Advisor regularly works alongside legal, tax, and investment professionals to ensure that clients' trust and estate plans are properly structured and compliant with current regulations. This collaboration often involves coordinating meetings, sharing important documentation, and jointly developing strategies that align with the client's long-term financial goals. By leveraging the expertise of each specialist, a Trust Advisor helps clients navigate complex issues such as asset protection, tax efficiency, and beneficiary distributions. Effective communication and teamwork are essential for delivering comprehensive, client-centered solutions.

What are Trust Advisors?

Trust Advisors are professionals who help individuals, families, or organizations manage trusts and estates. They provide guidance on setting up trusts, administering them according to legal requirements, and making decisions in the best interest of beneficiaries. Trust Advisors often collaborate with attorneys, accountants, and financial planners to ensure the proper management, protection, and distribution of assets. Their expertise is valuable in estate planning, tax optimization, and ensuring that a trust’s objectives are met.

What Is a Trust Advisor?

A trust adviser makes sure a trust or trust fund is properly executed. It is their job to see the rights of a beneficiary are being looked after and offer advice. They may have certain other legal powers and can oversee the decisions of a trustee, like a trust protector. Qualifications for this career include experience in law and finance, educational attainment, professional certification, and interpersonal skills. The American Bankers Association offers the Certified Trust and Financial Advisor (CTFA) designation.

What is the role of a trust advisor?

A trust advisor is a professional who helps clients establish, manage, and administer trusts to achieve estate planning and asset protection goals. They provide guidance on trust structures, legal requirements, and financial strategies, often working with attorneys and financial planners. Trust advisors typically have expertise in estate law, finance, and may hold certifications such as Certified Trust and Financial Advisor (CTFA).

What are the key skills and qualifications needed to thrive as a Trust Advisor, and why are they important?

To thrive as a Trust Advisor, a strong background in finance, estate planning, and law—often supported by a relevant degree and certifications such as Certified Trust and Fiduciary Advisor (CTFA)—is essential. Familiarity with trust management software, fiduciary accounting systems, and compliance tools is typically required. Excellent interpersonal skills, discretion, and problem-solving abilities help build client relationships and manage sensitive financial matters. These competencies ensure accurate trust administration, regulatory compliance, and the cultivation of long-term client trust and satisfaction.

What skills do you need to be a trust officer?

A trust officer needs strong financial and investment knowledge, excellent communication skills, and attention to detail. They often require certifications such as the Certified Trust and Financial Advisor (CTFA) and experience in banking, estate planning, or wealth management. Analytical abilities and ethical judgment are also essential for managing client assets and ensuring compliance.

What job makes $10,000 a month without a degree?

A Trust Advisor can potentially earn $10,000 or more per month through high-level client management, financial planning, and advisory services, often requiring strong interpersonal skills and industry experience. Success in this role depends on building a solid client base, reputation, and possibly obtaining certifications like the Certified Trust and Fiduciary Advisor (CTFA).

What jobs in the US pay 300,000 a year?

Trust Advisors in the financial or legal sectors can earn $300,000 or more annually, especially with extensive experience, certifications, and a strong client base. High-level executive roles such as Chief Trust Officer or senior financial advisors in large firms also often reach or exceed this salary level, typically requiring advanced degrees and specialized skills. Compensation varies based on industry, location, and individual performance.
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Trust Advisor jobs near you
Infographic showing various Trust Advisor job openings in the United States as of June 2026, with employment types broken down into 75% Full Time, 5% Part Time, 2% Temporary, and 18% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $81,852 per year, or $39.4 per hour.

Trust Advisor

SYM Financial Corporation

Winona Lake, IN • On-site

Full-time

Medical, Life, Retirement, PTO

Posted 3 days ago

Job description

Description:

Position Description

Title: Trust Advisor

Reports to: Rick Harrison – Area Leader & Senior Financial Advisor

Benefits: Yes

Status: Exempt


Who is SYM?

SYM Financial Advisors, a large, independent, fiduciary Registered Investment Advisor, is seeking a responsible, energetic, and detail-oriented candidate to join our team. Since 1968, SYM Financial Advisors is dedicated to a client-centric philosophy of devoting the extra time, resources, and energy to uniquely know each client and their goals. Rooted in traditional values, SYM Financial Advisors proudly serves in the role of trusted expert. By utilizing our team’s deep knowledge base and vast experiences, we advocate for those we serve and help them achieve their vision of success.

To learn more about our company, visit this link: SYM Financial. Who We Are.


What does this role entail?

The Trust Advisor is responsible for administering trusts & estates, safeguarding client assets, and ensuring activities align with trust documents, fiduciary standards, and client objectives. This role works within a collaborative team structure to guide our clients in achieving their financial goals through holistic wealth planning. This position has high growth potential, including the opportunity to develop into SYM ownership.


Duties and Responsibilities

  • Understand, administer, and manage trust assets, distributions, and accounts according to the governing document
  • Maintain accurate records and provide required reports to beneficiaries
  • Advise clients on trust and estate planning matters
  • Ensure compliance with federal/state regulations and internal policies
  • Support Company operations and assist with workflow oversight
  • Identify and address risks or issues within trust accounts
  • Manage client relationships through ongoing client contact and communications to establish and maintain a complete understanding of their financial objectives
  • Network with local attorneys, CPAs, and other professionals to ensure favorable visibility of SYM services in the market
  • Involvement at Company and community events and ensure favorable company presence within the community
  • Proactively drive business development by identifying, cultivating, and converting new client opportunities to support long-term growth
  • Position may grow to serve in a supervisory capacity – including growth planning, managing, training, and developing a team of advisors, financial planners, and client service representatives while fostering a strong team-oriented, positive culture
Requirements:

What are we looking for?

  • Bachelor’s degree in business administration, or related field, and graduate work including J.D. or MBA preferred
  • Additional certifications such as CPA, CFP®, CTFA preferred
  • At least 5 years of experience with trust administration, estate planning, fiduciary management, or related financial services
  • Working knowledge of financial planning, tax planning, estate planning, and trust administration
  • Demonstrated involvement in the local community
  • Experience with state and federal compliance laws and practices
  • Team oriented with strong leadership skills.
  • Excellent communicator, exuding positivity and humility, promotor of the SYM culture, caring, compassionate, self-motivated and determined to define and achieve success


What is in it for you?

Pay / benefits are very competitive based on industry standards

  • Pay will be based on experience. Performance reviewed 90 days from date of hire. Thereafter, performance is informally reviewed each calendar quarter and formally reviewed at year end.
  • Incentive compensation
  • Benefits include paid time off, health care, 401(k), life and long- term disability insurance· Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities