Job Description

We are seeking a Senior Trust Officer to join our growing team.  The Trust Officer or Sr. Trust Officer will assist our 550 Financial Advisors located across the U.S., Guam and Europe, as well as our High Net Worth clientele.   They will handle portfolios exceeded 550K.  Each trust officer will have team of financial advisors that they will assist and collaborate with to provide the best customer experience for our clients.   This position is a unique role; 1/3 trading and analytics drive, 1/3 customer service to financial advisors and clients and 1/3 sales.  Sr. Trust Officers will also assist with reporting to committees and the presentation of findings once trained and mentored by the VP.  If you are seeking a company that truly cares about developing and mentoring their staff, that is not just metrics-driven, this company is for you!  
Requirements for the Sr. Trust Officer / Trust Officer (Investments):
  • CFA or CFP required for Sr. Trust Officers
  • Sr. Trust Officers-10+ years of experience; Trust Officers-5+ Years of experience
  • Bachelor degree
  • Series 7 and 66 or Series 7, 63 or 65.  Must have obtained with in first 90 days of employment
Benefits for the Sr. Trust Officer / Trust Officer (Investments):  
  • PTO (sick/vacation)
  • ESOP Contribution
  • 2 days of Volunteer PTO
  • Tuition reimbursement
  • Covered parking
  • Free financial planning
  • Free on-site fitness center with exercise classes. Discounted personal training and massage therapy is available.
  • Free basic life, short term and long term disability and an employee assistance program
  • Company contributions to a Health Savings Account for the high deductible medical plan
  • Medical concierge service paid by the company via COMPASS to assist in finding cost effective medical services and dealing with billing descrepancies
  • charitable services and volunteer opportunities
  • Year-over-year gold winner of the American Heart Association Fit Friendly company
  • Library privileges
  • Concierge services with daily lunch specials, vendor sales, discount movie tickets and a free DVD library
  • A career development program
  • In-house training courses ranging from leadership development to basic computer skills
  • Employee recognition programs and quarterly all-employee luncheon
  • Yearly family social events
If interested, send your resume to Allison Harrison at and call 817-635-0500X162 for immediate consideration

Application Instructions

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