Senior Wealth Advisor - Trust Services

Kforce has a client that is seeking a Senior Wealth Advisor - Trust Services in San Antonio, TX.nnJob Summary:nA well-established financial institution is seeking a Senior Wealth Advisor - Trust Services to manage complex fiduciary relationships, provide advanced wealth guidance, and deliver exceptional client service. This role oversees trust and agency accounts, applies fiduciary expertise, supports business development, and leads associate-level team members-all while ensuring compliance with governing documents and regulatory standards.nnKey Responsibilities:nClient & Fiduciary Relationship Management:n Manage complex trust, estate, and agency accounts with strong regulatory compliancen Build lasting client and family relationships and deliver a high-touch advisory experiencen Partner with internal specialists to meet client financial, banking, and planning needsn Resolve client concerns and support retention and portfolio growthn Collaborate with external advisors (CPAs, attorneys, estate planners)nnBusiness Development & Portfolio Growth:n Identify and pursue new revenue opportunities across fiduciary and agency relationshipsn Maintain and document a sales pipeline using CRM toolsn Cultivate referral partnerships with attorneys, CPAs, and centers of influencen Participate in client acquisition, internal referral generation, and community engagementnnFiduciary Expertise & Risk Management:n Review and interpret trust documents and estate planning instrumentsn Apply fiduciary planning strategies to minimize risk and support client goalsn Review transactions, distributions, tax-related items, and account activity for compliancen Coordinate asset transfers and ensure accurate cost and documentationnnLeadership & Team Support:n Supervise and mentor associates on relationship and account managementn Model professionalism, communication, and strong fiduciary practices

Created: 2026-02-09