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Trust Advisor Jobs in Virginia (NOW HIRING)

Truist

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 ...

Truist

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 ...

Truist

Trust Advisor II

Virginia Beach, 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 ...

Truist

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 ...

Truist

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 ...

Savant Insights

Director, Savant Private Trust

Manassas, VA · On-site

$150K - $220K/yr

Help build the future of corporate trust and estate solutions at one of the nation's leading RIAs ... Collaborate with financial advisors, wealth transfer professionals, clients, attorneys, accountants ...

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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 Sep 3, 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.
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Trust Advisor jobs near you
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.

Trust Advisor II (Virginia Beach/ Richmond) (HYBRID)

Atlantic Union Bank

Virginia Beach, VA • On-site

$90 - $130/hr

Other

Re-posted 17 days ago

Atlantic Union Bank rating

6.2

Company rating: 6.2 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

154th of 174 rated banks

Job description

Trust Advisor II (Virginia Beach/ Richmond) (HYBRID)

The Trust Advisor is responsible for developing, deepening and maintaining relationships with investment management clients, trust clients, beneficiaries and other interested parties for an assigned book of business and is expected to build a network of centers of influence for soliciting new client relationships. The Trust Advisor is responsible for assuring compliance with all Bank policies and procedures, as well as applicable regulations.

Position Accountabilities

  • Perform and coordinate client estate planning.
  • Perform detailed estate and trust administration.
  • Conducts full needs assessment with current and potential customers and provides on-going advice and counsel.
  • Develop and maintain long-term client relationships by providing excellent customer service.
  • Handle daily incoming customer calls and inquiries in a professional manner.
  • Develop referral sources and secure new customers in effort to assist with the business development strategy.
  • Maintains contact with existing clients, beneficiaries, and referral sources on an on-going basis to identify new or additional sales opportunities.
  • Identifies and refers business to other areas within the Bank as appropriate.
  • Maintain and service existing clients.
  • Work with investment, tax and legal professionals to meet client needs, goals and objectives.
  • Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares’ BSA/AML Policy and Procedures.
  • May have some sales responsibility commensurate with experience and composition of book of business.
  • Ability to handle all aspects of our most complex relationships through a coordinated effort between internal teammates and other external professionals.

Organizational Relationship

This position reports to Head of Trust.

Position Qualifications

Education & Experience

  • Bachelor’s degree in finance or related field.
  • CFP, CTFA, CPA, MBA or law degree preferred.
  • 10+ years of experience in financial services, preferably in a bank trust environment
  • Experience with trust and estate laws and regulations

Knowledge & Skills

  • Knowledge of financial planning and estate planning techniques.
  • Knowledge of investment theory, investment types and strategy
  • Sales oriented, friendly and persuasive personality.
  • Proven analytical skills.
  • Excellent written, oral and interpersonal skills.
  • Well organized.
  • High degree of accuracy with attention to detail required.
  • Superior time management and problem solving skills.
  • Ability to work independently as well as within a team environment.

Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. Th is position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits .

We are proud to be an Equal Employment Opportunity employer.

We maintain a drug-free workplace.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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