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Senior Wealth Management & Trust Advisor
Description: Job Title: Senior Wealth Management & Trust Advisor Job Code: 802 FLSA Status: __X_ Exempt ___ Non-Exempt ___Part-Time ___X__ Full-Time EEO Job Category: 1B Reports to: Director of Wealth Mgmt. Job Grade: 24 Revision Date: 2026 Supervisory Responsibility: No General Function: The Wealth Management & Trust Advisor partners with high-net worth clients to identify their financial goals, analyze and develop recommendations that will help them work towards well defined financial objectives. Serve as a trusted advisor with clients, which allows the Wealth Management & Trust Advisor to provide strategic investment advice as well as recommend value-added products and services. Essentia
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