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Trust Advisor Jobs in Virginia (NOW HIRING)

Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment ... regarding trust and state administration, discretionary actions, modification or termination ...

Senior Trust Advisor

Richmond, VA · On-site

$180K - $200K/yr

Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment ... regarding trust and state administration, discretionary actions, modification or termination ...

Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment ... regarding trust and state administration, discretionary actions, modification or termination ...

Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment ... regarding trust and state administration, discretionary actions, modification or termination ...

Trust Advisor II

Charlottesville, VA · On-site

$140K - $160K/yr

Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment ... regarding trust and state administration, discretionary actions, modification or termination ...

Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment ... regarding trust and state administration, discretionary actions, modification or termination ...

Trust Advisor II

Richmond, VA · On-site

$140K - $160K/yr

Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment ... regarding trust and state administration, discretionary actions, modification or termination ...

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Trust Advisor information

See Virginia salary details

$10.9K

$84.3K

How much do trust advisor jobs pay per year?

As of Aug 22, 2026, the average yearly pay for trust advisor in Virginia is $81,150.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,800.00 and $84,300.00 per year, depending on experience, location, and employer.

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.

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 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.

How much does a trust advisor make?

Trust advisors typically earn a median annual salary of around $70,000 to $100,000, depending on experience, location, and the complexity of client portfolios. Senior trust advisors or those working in high-net-worth environments can earn higher compensation, often supplemented with bonuses or commissions. Certifications such as the Certified Trust and Financial Advisor (CTFA) can also influence earning potential.
Infographic showing various Trust Advisor job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, and 5% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $81,150 per year, or $39 per hour.

$180K - $200K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 27 days ago


Truist rating

8.0

Company rating: 8.0 out of 10

Based on 119 frontline employees who took The Breakroom Quiz

71st of 171 rated banks


Job description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)Please review the following job description:Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both internal and external sources.
ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with client or prospect goals and objectives. Utilize other specialist where appropriate.
2. Proactively engage with clients to deliver all non-investment and banking aspects to meet client objectives, including but not limited to providing financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, risk solutions, and family governance solutions.
3. Demonstrated ability to advise and deliver ultra-high net worth families on a wide variety of both financial and non-financial solutions to meet their goals.
4. Understand and provide interpretation as related to complex fiduciary documents and strategies
5. Conduct client and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination, taxation, etc.
6. Obtain client information and partner with internal teams (FIRM, Advisory Centers, COE, etc.) to complete tasks relevant to account administration.
7. Adhere to all internal policies and procedures related to Truist Bank and Truist Wealth, as determined from time to time by our Risk Management and Governance teams. Works independently and escalates issues and concerns when necessary
8. Identify and develop a book of business exclusive focus on relationships with AUM greater than $25MM threshold

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law
2. 10 + years of fiduciary experience, with a focus on business development and relationship management
3. Effective communication skills both verbal and written, being able to convey thought provoking insight regarding client issues and concerns.
4. Proven analytical ability and detail orientation with ability to manage client and firm priorities
5. Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software.

Preferred Qualifications:

1. LL.M in Taxation, Masters of Taxation, CPWA, CIMA
2. Advanced degree or designations such as JD, MBA, or CFP
3. 15+ Years of fiduciary experience with a focus on business development and relationship management
The annual base salary for this position is $180,000 - $200,000.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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About Truist

Sourced by ZipRecruiter

Truist is combining distinctive personal service with investments in innovation to create transformational client experiences. We believe the unique blend of human touch and innovative technology will set us apart, instill confidence, and build deeper levels of trust with our clients

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

2019