{"id":3315759,"url":"https://alion.io/job/verabank-trust-wealth-management-advisor","title":"Trust & Wealth Management Advisor","company":{"id":3223195,"name":"VeraBank","domain":"verabank.com","url":"https://alion.io/company/verabank","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"ADP","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Florence, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":41000,"max_usd":74000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":95},"experience_years_min":6,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-27T03:10:00Z","employer_posted_date":"2026-10-27","last_verified_at":"2026-10-27T15:06:08Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"JOB PURPOSE\nTo make a positive long-term contribution to the growth and profitability of VeraBank Wealth Management Services by:\nProviding excellent customer service and technical expertise to internal and external client relationships in accordance with governing document provisions, client direction, internal policies and procedures, and external regulations; and by\nPromoting the services and benefits of VeraBank Wealth Management Services to gain new business.\nDUTIES AND RESPONSIBILITIES\nAdministers and monitors a portfolio of account relationships in accordance with controlling documentation and/or customer direction, bank policies and external regulations.\nCommunicates and meets with customers on a proactive basis and responds to their inquiries or transaction requests in a timely and accurate manner according to established quality service standards.\nExpands client account relationships by recommending additional services to increase fee-based income. Cross-sells other bank products to further develop the client’s relationship with the bank.\nEnsures completeness and compliance of underlying documentation on new and existing relationships to protect the bank and customer interests.\nInitiates and maintains contacts for developing and closing new trust and investment management business. Cultivates and maintains relationships with numerous sources of new business, including bank management, attorneys, accountants, life underwriters, and social contacts. Meets with prospects to market VB Wealth Management Services, encourage proper estate and financial planning, and build relationships.\nMaintains a high level of employee morale to minimize turnover and maximize customer service satisfaction.\nPage Break\nAssists with staff training, performance appraisals, and career development, of subordinate personnel.\nAll other duties as assigned.\nCONTACTS\nDaily contact with supervisor, coworkers, and employees. Regular contact with attorneys, CPA’s, and outside advisors. Frequent contact with current and prospective high net worth clients. Occasional contact with trust auditors/examiners.\nSPECIFIC REQUIREMENTS\nBachelor’s degree in business or equivalent financial services expertise.\nSix years’ experience in wealth management or comparable experience.\nComprehensive knowledge of trust/fiduciary rules and regulations.\nExcellent oral and written communication skills.\nDemonstrated experience in quality decision-making skills.\nExcellent customer service skills.\nLeadership and coaching skills.\nProven business development success.\nPREFERRED REQUIREMENTS\nCPA, MBA, CTFA, CFP©, CFA, or JD.\nExperience in Mineral, Real Estate, and Estate Administration/Management.\nFamiliarity with the bank’s trust accounting system.\nAnalytical and problem-solving skills.\nAbility to work independently and as a team with excellent time management skills.\nKnowledge of personal computer and related word processing and spreadsheet software.\nDetail oriented.\nKnowledge of various banking departments.\nManagement skills including organizing, planning, delegating and interpersonal skills.\nPHYSICAL REQUIREMENTS\nOffice setting with moderately varied desk-oriented activity, with fatigue being relieved by opportunities to stand and move around in a comfortable environment. Work involves frequent and repetitive movements of the wrist and hand. Frequent motor vehicle travel required. Work also involves some occasional lifting and carrying of objects weighing up to 20 pounds.\nNOTICE\nThis job description in no way states or implies that these are the only tasks to be performed by the incumbent occupying this position. The incumbent will be required to follow any other instructions and to perform any other job-related duties.\nRequirements are representative of minimum levels of knowledge, skills, and/or abilities. To perform in this position successfully, the incumbent will possess the abilities and aptitudes to perform each task proficiently.\nAbility means to possess and apply both knowledge and skill.\nThis position description has excluded the marginal or peripheral functions that are incidental to the performance of primary functions. All requirements are essential to the function of the position.\nThis job description describes the minimum selection requirements to qualify for the position. However, promotion and other employment decisions are also based on Bank needs, being in good standing, fully competent performance, and other non- discriminatory issues.\nAll requirements are subject to possible modification to reasonably accommodate individuals with disabilities.\nSome requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.\nThis position description does not create an employment contract, implied or otherwise, other than an “at will” employment relationship.","description_format":"text","description_chars":4878,"description_truncated":false,"requirements":{"experience_years_min":6,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Commercial & Retail Banks"],"lifecycle":[{"event":"open","at":"2026-10-27T05:22:41Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":0,"expected_fill_days":29,"reasons":["conf:0","win:early"],"computed_at":"2026-10-27T05:46:45Z"},"pay":null,"html_url":"https://alion.io/job/verabank-trust-wealth-management-advisor","json_url":"https://alion.io/job/verabank-trust-wealth-management-advisor.json","meta":{"generated_at":"2026-10-27T17:36:36Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":7276,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-28T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":3223195},"rest":"https://alion.io/mcp/rest/get_company?id=3223195"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fverabank-trust-wealth-management-advisor"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fverabank-trust-wealth-management-advisor"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fverabank-trust-wealth-management-advisor"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/verabank-trust-wealth-management-advisor\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fverabank-trust-wealth-management-advisor"}]}