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Trust Advisor Jobs (NOW HIRING)

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 ...

Frost Bank

Trust Advisor III

Fort Worth, TX

If so, being a Trust Advisor III with Frost could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, w ...

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

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 ...

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 ...

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 ...

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 ...

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 ...

Hancock Whitney Bank

Trust Advisor 3

Covington, 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 ...

Baker Boyer

Wealth & Trust Advisor

Walla Walla, WA · On-site

$93K - $144K/yr

Wealth and Trust Advisor I - $81,020 - $125,581 annually, depending on experience, credentials, and qualifications. * Wealth and Trust Advisor II - $93,173 - $144,418 annually, depending on ...

Baker Boyer

Wealth & Trust Advisor

Yakima, WA · On-site

$93K - $144K/yr

We are trusted financial advisors, serving the Walla Walla valley, Kennewick, and Yakima communities, providing wealth management as well as personal and business banking services. What We Offer:

The Hollister Group

Trust Advisors

Boston, MA · On-site

$220K/yr

Our client is seeking a dynamic Trust Advisor to support high-net-worth clients and sophisticated estates. This is more than just a role-it's an opportunity to work within a collaborative community ...

Bravera

Personal Trust Advisor

Fargo, ND · On-site

Personal Trust Advisors must commit themselves, not only to financial industry standards, but also to higher standards of fiduciary responsibility. MEASURES OF SUCCESS: * Client Portfolio Growth and ...

United Bank

Trust Solutions Advisor

Charleston, WV · On-site

... Fiduciary Wealth Advisors, Portfolio Managers, and Internal Legal Strategists to design and implement trust solutions that meet client goals. • Identify opportunities to deepen existing ...

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Trust Advisor information

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$11K

$85K

How much do trust advisor jobs pay per year?

As of Jul 14, 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 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) or Certified Financial Planner (CFP). Familiarity with legal and regulatory requirements is also important for managing trusts effectively.

What is the 3 month rule for jobs?

The 3 month rule for jobs often refers to a probationary period of three months during which an employer evaluates a new Trust Advisor's performance and suitability for the role. During this time, employees may have limited job security and benefits, and employers assess skills, reliability, and fit for the position. Completing this period successfully can lead to permanent employment and full benefits.

Is trust administration a good career?

Trust administration is a specialized career involving managing trusts, estates, and fiduciary responsibilities, often requiring knowledge of legal and financial principles. It offers opportunities for steady employment, client interaction, and certifications such as the Certified Trust and Financial Advisor (CTFA). Success in this field depends on attention to detail, ethical standards, and ongoing education.

How to be a trust advisor?

A trust advisor is a professional who helps clients plan and manage their estate, financial assets, and legal arrangements. To become one, typically, you need relevant certifications such as Certified Financial Planner (CFP) or estate planning credentials, strong knowledge of legal and financial principles, and experience in financial advising or estate planning. Excellent communication skills and ethical conduct are essential for building client trust and providing effective guidance.
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Trust Advisor jobs near you

Trust Advisor II

Huntington

Hattiesburg, MS • On-site, Remote

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Description

Summary:

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-sell opportunities.  

Duties and Responsibilities:

  • Responsible for the complete administration of assigned Wealth & Investment accounts of moderate to high complexity including trusts, estates and agencies. 
  • Provides operating instructions and procedures to Trust support staff to ensure appropriate handling of account relationships.
  • Coordinates administrative functions with internal and external parties with a defined interest in any aspect of the trust relationship. 
  • Responsible for developing new relationships, retaining existing customers, and cross-selling to gather additional assets to expand customer relationships. 
  • Works to maintain strong relationships with centers of influence including attorneys, accountants, insurance agents, and financial planners. 
  • May be appointed to serve on internal trust committees as assigned by management. 
  • Key OCR (Optimal Customer Relationship) position: builds strong relationships across all business segments.​
  • Performs other duties as assigned.

Basic Qualifications:  

  • Bachelor's degree
  • Five or more years of moderate to complex Trust Administration experience

Preferred Qualifications:  

  • Juris Doctor, Certified Trust and Fiduciary Advisor (CFTA) designation
  • Demonstrated success working with high net worth banking customers
  • Proven ability to build strong relationships with customers
  • Financial advisory/sales experience in banking, investment, or insurance products and services
  • Knowledge of Private Financial Group products is beneficial.
  • Must have excellent written and verbal communication skills, including professional grammar and demeanor
  • PC and internet proficiency
  • Ability to multi-task


Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters:  Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.  All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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