Top 22 Senior trust advisor Jobs in Spring Hill, Tn

Senior Trust Advisor
NFP Corp —Franklin, TN
- $114,800 - $155,300 a year
- Full-time
- Business development
- Bachelor's degree
- Organizational skills
- Paid holidays
- Health insurance
8d
Senior Trust Manager
The Forge Companies —Brentwood, TN
- Full-time
- Hybrid work
- Analysis skills
- Travel
- Organizational skills
Client Relationship Specialist
Summit Wealth Group —Franklin, TN
- $70,000 - $80,000 a year
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Manager, Media
Mitsubishi Motors North America, Inc. —Franklin, TN
- $115,000 - $120,000 a year
- Hybrid work
- Office
- Analysis skills
- Presentation skills
- Paid holidays
- Health insurance
FirstCall Claims— Senior Public Insurance Adjuster / Sales Producer (1099) Tennessee
FirstCall Claims —Tennessee
- $80,000 - $300,000 a year
- Full-time
- Remote
- Background check
- Sales
- 5 years
Quick Apply
Business Development Sales Representative (SDA092826)
SelectQuote —Tennessee
- $50,000 - $80,000 a year
- Overtime
- Remote
- 1 year
- Entry level
- Paid training
- Health insurance
4d
Senior Project Consultant - Microsoft Infrastructure, Security & Modernization
Arctiq —Brentwood, TN
- Full-time
- Hybrid work
- Google Workspace
- Computer science
- 6 years
Quick Apply
Technology Account Advisor - Healthcare
Proven Business Systems LLC —Franklin, TN
- $90,000 - $110,000 a year
- Full-time
- Computer science
- Azure
- Computer Science
- Paid parental leave
- Health savings account
1d
Main Line Service Technician
Darrell Waltrip Buick GMC —Franklin, TN
- Weekends as needed
- ASE Certification
- Dealership
- Customer service
Director, IT Strategy & Governance
Delek US —Brentwood, TN
- Computer Science
- Office
- Business Administration
- Health insurance
- 401(k) matching
1d
Used Car Technician
Darrell Waltrip Honda —Franklin, TN
- Weekends as needed
- ASE Certification
- Dealership
- Customer service
Sr. Application Engineer
Schneider Electric —Franklin, TN
- Online Application
- Computer science
- Microsoft Excel
- Computer Science
- Opportunities for advancement
Wealth Advisor III
Truist Bank —Nashville, TN
- Full-time
- Background check
- 5 years
- English
- AD&D insurance
- Paid holidays
SkyLife Greenview EMS Manager
Tristar Health —Brentwood, TN
- Full-time
- Senior level
- Leadership
- Employee stock purchase plan
- Disability insurance
Quick Apply
3d
Network Security Architect
Lifepoint Health —Brentwood, TN
- Full-time
- Hybrid work
- 7 years
- HIPAA
- Presentation skills
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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Senior Trust Advisor

NFP Corp -
Franklin, TN

Apply Now

Job Details

Full-time
$114,800 - $155,300 a year
8 days ago

Benefits

Paid holidays
Health insurance
Paid time off
401(k) matching
Employee discount

Qualifications

Customer communication
Bachelor's degree

Full Job Description

Posting Description:

About the Company:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.

For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Reports To: MD, President, Wealthspire Trust

Location: Nashville, TN or Remote

Position Overview

The Sr. Trust Advisor is responsible for the oversight and administration of the firm’s trust solutions where Wealthspire Trust serves as fiduciary. This role manages associated operational activities, supports new business development initiatives, and ensures effective communication of policies and procedures to Advisors. Additionally, the Senior Trust Advisor plays a key role in advancing, scaling, and fostering collaboration within this specialized business model across Wealthspire.

Key Responsibilities:

Trust and Estate Administration

Oversee the onboarding of trust accounts, including comprehensive review and interpretation of trust documents.
Manage ongoing trust administration, including monitoring contributions, distributions, and withdrawals, and ensuring accurate tax coding.
Ensure timely execution of required distributions, including income, annuity, unitrust, interest, and other fixed payments.
Coordinate tax-related activities, including facilitating tax payments and partnering with trust accountants and third-party tax preparers.
Monitor and collect fiduciary fees in accordance with applicable agreements.
Conduct relationship meetings with Wealthspire Advisors, co-trustees, and clients to support effective trust administration and client service.
Lead annual trust administration and regulatory reviews (Reg 9), including:
- Overseeing the preparation and distribution of annual beneficiary statements and trust accountings
- Coordinating annual trust reviews, including investment and portfolio discussions with Advisors and co-fiduciaries
- Preparing and delivering Crummey notices for annual exclusion gifts
Ensure trust activities remain in compliance with the Investment Policy Statement (IPS).
Apply specialized knowledge in the administration of Special Needs Trusts, guardianships, and conservatorships.
Demonstrate expertise in directed trust administration; familiarity with New Hampshire trust requirements preferred.
Support Advisors with estate administration upon client death, including asset funding and final distribution processes.
Contribute to special projects and initiatives, particularly related to new trust and estate business opportunities in partnership with Wealthspire Advisors and Family Office Solutions.

Training and Internal Support

Educate Advisors, Client Service Associates, and Client Administration Associates on trust onboarding, administration processes, and ongoing trustee responsibilities.
Deliver internal training and communications to ensure consistent understanding and adherence to Wealthspire Trust policies and procedures.

Qualifications:

Bachelor’s degree required; advanced degree or relevant certifications preferred.
10+ years of experience in trust administration or a related role.
Demonstrated commitment to delivering exceptional service to clients and internal partners, with experience supporting high-net-worth individuals and families.
Recognized subject matter expertise in trust and estate solutions, with the ability to effectively promote and articulate offerings.
Strong organizational skills with exceptional attention to detail and the ability to independently manage multiple, long-term priorities.
Proven ability to work collaboratively in a team environment, with flexibility and a willingness to support and drive change.
Proficiency in Microsoft Office and other business systems; experience with CRM platforms preferred.
Excellent written and verbal communication skills, with the ability to interact effectively across all levels of the organization.

What we offer:

Wealthspire is proud to offer a comprehensive rewards package that includes a competitive salary, paid time off and holidays, a 401(k) plan with company match, exclusive discount programs, and robust health and wellness benefits. Our culture is rooted in putting people first - nurturing lasting relationships with our employees and fostering a workplace where everyone feels supported and valued.

The base salary range for this position is $114,800 - 155,300. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire and You... Better Together!

Wealthspire is an inclusive Equal Employment Opportunity employer.

#Wealthspire

Apply Now

Refine Your Search

senior trust advisor jobs in spring hill, tn

Senior Trust Advisor

Senior Trust Manager

Client Relationship Specialist

Manager, Media

FirstCall Claims— Senior Public Insurance Adjuster / Sales Producer (1099) Tennessee

Business Development Sales Representative (SDA092826)

Senior Project Consultant - Microsoft Infrastructure, Security & Modernization

Technology Account Advisor - Healthcare

Main Line Service Technician

Director, IT Strategy & Governance

Used Car Technician

Sr. Application Engineer

Wealth Advisor III

SkyLife Greenview EMS Manager

Network Security Architect

Relationship Manager – Private Wealth & Tax Solutions

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