Senior Wealth and Trust Advisor

Job Responsibilities

• Proactively direct, coordinate, and integrate the efforts of appropriate bank resources to ensure the timely, accurate, and high-quality delivery of services.
• Identify and pursue opportunities for new business from existing relationships, prospective clients, and referral networks.
• Develop a holistic understanding of clients’ financial, estate, and legacy goals and actively identify and pursue opportunities for relationship growth, retention, and enhancement.
• Collaborate with a broader multidisciplinary planning team to develop, implement, and monitor customized strategies that address clients’ financial goals, risk tolerance, and evolving needs.
• Provide leadership, mentorship, and guidance to junior advisors within the Wealth Management Division, including training, professional development, workflow management, and complex problem resolution.
• Represent BMT at external events, professional organizations, and industry forums while actively promoting the organization’s mission, strategic objectives, and core values.
• Ensure all client accounts are administered in strict adherence to fiduciary, legal, compliance, and internal policy standards, including proper documentation, risk management, and audit readiness.

Minimum Qualifications

• College degree (Bachelor’s required; advanced degree or professional certifications such as CFP®, CFA, CTFA, or JD preferred).
• Minimum of 10 years of progressive experience within a trust department of a bank, financial services firm, or law firm, with demonstrated responsibility for managing complex trust and wealth relationships.
• Technical expertise in fiduciary administration, tax planning, estate planning concepts, and trust structures, along with a strong and current understanding of financial markets, investment principles, and wealth planning strategies.
• Strong leadership and influencing skills with the ability to manage priorities, lead cross-functional teams, and drive outcomes in a collaborative environment.
• Excellent written and verbal communication skills, including the ability to convey complex information clearly and to handle sensitive or difficult client and management conversations with professionalism, empathy, tact, and firmness.

Benefits

• Medical, dental, and vision coverage
• A 401(k) plan
• Life, accident, and disability insurance
• Flexible spending accounts (FSAs) and health savings accounts (HSAs)
• Wellness programs
• Paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays