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Trust One Financial Jobs (NOW HIRING)

Plantemoran

Trust Manager

Chicago, IL

Possess at least one advanced degree or professional designation(JD and/or Certified Trust and Financial Advisor (CTFA) designation is highly preferred; Certified Financial Planner (CFP) or Certified ...

Kestra Holdings

Senior Trust Officer

Dallas, TX · On-site

CTFA (Certified Trust Financial Advisor) Internal Application Policy: Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also ...

Kestra Holdings

Trust Administrator II

Wilmington, DE · On-site

Interacts in an ongoing relationship with associated financial partners and trust clients ... Internal applicants must also have a minimum of 1 year service in current role unless approved by ...

Plante Moran

Trust Manager

Chicago, IL · On-site

Possess at least one advanced degree or professional designation (JD and/or Certified Trust and Financial Advisor (CTFA) designation is highly preferred; Certified Financial Planner (CFP ® ) or ...

M&T Bank

Trust Administrator

Wilmington, DE

$24.87 - $41.45/hr

... Minimum of 1 years' estates and trust experience CTFA (Certified Trust and Financial Advisor ... certification Ability to read and interpret governing instruments related to account administration ...

CBIZ Talent Solutions

Trust Advisor

Wichita, KS

CBIZ Talent Solutions is partnering with one of the Midwest's most established and trusted financial institutions to identify a Trust Advisor. We welcome individuals who are collaborative ...

Wheels Up

Director, Corporate FP&A

Chamblee, GA · On-site

As one of the largest companies in the industry and a strategic partner of Delta Air Lines - we are ... With a diverse fleet of owned aircraft plus a global network of trusted charter operators, we offer ...

Wheels Up

Director, Corporate FP&A

Chamblee, GA · On-site

As one of the largest companies in the industry and a strategic partner of Delta Air Lines - we are ... With a diverse fleet of owned aircraft plus a global network of trusted charter operators, we offer ...

Wheels Up

Director, Corporate FP&A

Chamblee, GA · On-site

As one of the largest companies in the industry and a strategic partner of Delta Air Lines - we are ... With a diverse fleet of owned aircraft plus a global network of trusted charter operators, we offer ...

Longevity Holdings

Trust Officer

Sioux Falls, SD · On-site

$59K - $76K/yr

Bachelor's degree in business, accounting, finance or related field * 1-2 years' experience in trust, banking, life insurance, or financial services * Strong verbal and written communication skills

ONE

GTM Lead, Payments & Embedded Finance

$250K - $275K/yr

About OnePay OnePay is the consumer fintech trusted by millions of Americans to make money better ... We're an all-in-one financial services platform that brings together banking, high-yield savings ...

BitGo

Trust Officer

Sioux Falls, SD · On-site

An advanced degree or certification preferred. * 4+ years of client-facing experience, with 1+ years in trust administration, wealth management, or financial services. * Experience conducting KYC ...

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How much do trust one financial jobs pay per year?

As of Jun 11, 2026, the average yearly pay for trust one financial in the United States is $137,178.00, according to ZipRecruiter salary data. Most workers in this role earn between $108,500.00 and $153,500.00 per year, depending on experience, location, and employer.
Infographic showing various Trust One Financial job openings in the United States as of June 2026, with employment types broken down into 50% Internship, and 50% Full Time. Highlights an 100% In-person job distribution, with an average salary of $137,178 per year, or $66 per hour.
Trust & Family Office Advisor

Trust & Family Office Advisor

Parkside Financial Bank & Trust

Denver, CO • On-site

$300K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 29 days ago

Job description

Parkside Financial Bank amp; Trust started in 2007 with four professionals and one big goal: to make business banking and wealth management more personal, more insightful, and more responsive. Today, we're an independent partner for successful families and privately held businesses, bringing together banking, commercial lending, trust and family office services in one place.
From St. Louis to Denver to Bedford, we've grown with our clients to $1 billion in Bank assets and approximately $3.6 billion in Trust amp; Family Office assets under management. We've also been recognized as a Top Workplace in St. Louis for five consecutive years thanks to a team that's Smart, Likeable, Entrepreneurial, and Dependable. If you like doing great work with great people, you'll fit right in.
Why Parkside? We are a fast-growing, high-trust team where you'll do real work, learn quickly, and be genuinely valued.
We are searching for a highly motivated and experienced Wealth Advisor to join our Trust amp; Family Office division. This position requires a bachelor’s degree along with a professional designation (e.g. CFP®, CFA®, ChFC®, or similar) and a minimum of 10 years of experience in the financial industry, including at least 5 years of direct client advisory experience.
RESPONSIBILITIES
  • Maintain and expand existing client relationships ensuring the successful transition and retention of clients.
  • Client Reviews amp; Reporting: Prepare and conduct regular portfolio review meetings to assess performance, confirm risk tolerance, cash flow planning and due diligence.
  • Develop new business, expand existing relationships and retain current clientele
  • Referral network development: Build amp; cultivate a network of referral sources to expand business development opportunities
  • Provide comprehensive wealth advisory services to a diverse clientele
  • Manage Client Relationships: Anticipate client’s needs, resolve inquiries, and ensure client portfolios remain aligned with their financial objectives
  • Collaborate with in-house specialists experienced in estate planning, retirement planning, tax and insurance
  • Evaluate financial portfolios, goals, objectives and cash-flow needs, and mitigate risk for a tailored approach
  • Evaluate and rebalance portfolios as needed
  • Prepare and deliver comprehensive aggregated account information encompassing all client assets
  • Collaborate with analysts to prepare and present detailed client reviews
  • Work closely with client’s external professional advisors to mitigate income and estate taxes
  • Analyze client’s entire financial portfolio to identify risks and opportunities
  • Regularly and systematically review client estate plan documents to ensure efficient transfer of wealth
  • Collaborate with Trust amp; Family Office colleagues to ensure the highest level of service
QUALIFICATIONS
  • Minimum of 5 years of experience delivering advisory services to affluent clients
  • Bachelor’s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
  • Experience growing and establishing client relationships and assets
  • Financial services certification such as CFP®, CFA®, ChFC®, CIMA® or similar
  • Continue financial services education
  • Motivated self-starter
  • Detail oriented and highly organized
  • Able to multi-task and prioritize to meet deadlines
  • Able to work both independently and as an integral part of a team
  • High professional standards and sound judgement
  • Able to focus on key priorities and thrive in a complex and ever-changing environment
  • Strong work ethic
  • Stable under pressure or stress
  • Willingness to learn and contribute to company’s financial growth and profitability
EMPLOYEE BENEFITS
  • Parkside is proud to offer competitive benefits for all our employees, including:
  • Competitive salary with bonus
  • Medical, dental, and vision insurance
  • 401k Plan + Employer Match
  • Employee Stock Options
  • Paid 4 Week Sabbatical Program, including $5,000 for travel, with every 5 years of employment
  • 12-week Paid Maternity Leave
  • Tuition Reimbursement
  • Employee charitable giving support
  • Company-paid parking amp; more!
Compensation for this position is expected to range from $150-300k annually. Actual starting salary will be determined based on relevant experience, qualifications, credentials, client portfolio and market considerations. Additional compensation may include bonus and a comprehensive benefits package.

Parkside Financial Bank amp; Trust provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We are committed to providing an inclusive workplace that accommodates the diverse needs of all individuals. If you require any accommodations during the application process or while employed, please inform us so we can provide suitable assistance and modifications.

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