Trust Advisor II

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Position:
Trust Advisor II | Division:
Wealth Management Services | Work Days:
Monday - Friday | Hours of Operation: 8:00am - 5:00pm

We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking, and mortgage lending.

Within a culture of empowerment, this role manages fiduciary relationships with proactive diligence, adhering to governing documents and regulatory standards. The Trust Advisor II serves the needs of clients and beneficiaries by providing the full extent of the exceptional Broadway client experience, actively seeking opportunities to add value by understanding comprehensive financial situations and leveraging the Bank’s full capabilities. The role operates within a collaborative environment, working closely with bank partners as part of a larger team to serve clients or beneficiaries in a comprehensive and consultative manner.

• Maintain and enhance relationships with clients and their families to maximize the lifetime value of these relationships.
• Proactively offer a full range of financial and banking services, collaborating with specialists across the organization to best serve client needs.
• Build loyalty and drive revenue growth through effective client relationship management, including resolving immediate client concerns, cultivating new business opportunities, and ensuring consistent messaging across all channels.

• Develop and execute targeted client retention and expansion strategies, ensuring the identification and development of high‑value relationships.
• Establish rapport with clients and their advisors, demonstrating strong solution‑oriented sales and communication skills.
• Collaborate with external advisors, such as CPAs and attorneys, to ensure a holistic approach to financial planning and trust management.

• Maintain command of fiduciary principles and regulatory requirements, including fiduciary taxation, securities transfers, community property, and state and federal laws governing trusts, foundations, estates, and investments.
• Apply fiduciary and estate planning strategies, ensuring that actions align with the interests of beneficiaries and remainder men, while minimizing risk to the Bank.

• Review and interpret governing documents, ensuring that required actions appropriately balance beneficiary interests, protect account assets, and minimize risk.
• Oversee account transactions, including distributions, purchases and sales of securities, tax payments, and other activities to ensure compliance with governing documents and regulatory standards.
• Maintain accurate records, initiate account openings and closings, and manage all aspects of fiduciary account administration.

• Manage risk associated with fiduciary duties, protecting the Bank from liability.
• Communicate fiduciary planning strategies effectively and tactfully with clients, prospects, and their advisors.

• Supervise associates involved in relationship management, providing coaching and mentoring to help them achieve their career potential.
• Lead by example, demonstrating teamwork, initiative, and service excellence.

• Actively identify new opportunities to offer the Bank’s full suite of services to new and existing clients.
• Serve as an ambassador for the Bank, embracing Broadway Bank values and fostering client loyalty.

• Cultivate relationships with estate planning professionals to generate referrals for Broadway and Wealth Management services.
• Serve in community leadership roles, including board positions for non‑profit organizations or business‑related disciplines.
• Participate in public speaking engagements, media interviews, and educational seminars.

• Foster collaborative relationships within the organization to support comprehensive client service delivery.
• Deliver consistent messaging…