Trust & Fiduciary Advisor
D.A. Davidson Companies.com
Office
Richmond, VA
Full Time
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
Summary/Function:D.A. Davidson is seeking a Trust & Fiduciary Advisor to manage the administration of a variety of D.A. Davidson Trust Company client relationships in accordance with the terms of the accounts and in a manner consistent with the needs of principals and beneficiaries. This position is accountable for developing quality client relationships, professional contacts, supporting the Financial Professionals of D.A. Davidson & Co. and soliciting new business.
Required Qualifications:The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.• Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law• 10 + years of fiduciary experience, with a focus on business development and relationship management• Working knowledge of advanced estate planning concepts, tax strategies and an overall knowledge of Wealth management and the securities industry.• Effective communication skills both verbal and written, being able to convey thought provoking insight regarding client issues and concerns.• Proven analytical ability and detail orientation with ability to manage client and firm priorities• Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software.• Ability to work effectively as part of a team; mentor others and serve as a role model
Preferred Qualifications:• JD, LL.M in Taxation, Masters of Taxation • Advanced degree or designations such as CPA, CFP, CPWA, CIMA• 10+ Years of fiduciary experience with a focus on business development and relationship management
Duties:Internal Duties:• Oversee all aspects of account administration to include accepting and setting up accounts, facilitating all transactional activity in the account and directing disbursement of funds according to the governing document and/or court order. Ensure that the investment objectives defined in the governing document are met. Proactively identify issues and take preventative action.• Allocate, coordinate and monitor account investments with the assigned investment manager to ensure adherence to the terms of the account and in keeping with fiduciary responsibilities.• Adherence to all risk management related duties including the completion of annual administrative and investment reviews, overseeing the retention and proper filing of client documentation and active participation in internal/external audits. • Comply with all policies related to the management of unique assets held within assigned accounts.• Keep abreast of changes in legislation and regulations affecting estate planning and trust administration to ensure accounts are in compliance with all required regulations.• Solve existing problems, anticipate possible problems and take preventative action; identify client needs and counsel trust beneficiaries on trust provisions and a variety of financially based life decisions. Execute decisions and manage financial risk for client accounts.• Manage the future appointment process and serve as client relationship manager for successor trustee appointments.• Administer account closing process for low-balance fiduciary accounts; identify potential obstacles and legal actions required, including petitioning the court when necessary.• May act as a member of the Trust Administrative & Real Estate and/or Trust Investment Committees.• Make recommendations to policy and/or procedure changes.• Personnel oversight of direct reports including preparing performance appraisals, employee development and training.
Client and Marketing Duties:• Develop strong partnerships with D.A. Davidson Financial Professionals.• Develop and cultivate external centers of influence relationships (i.e. attorney, CPA) to facilitate the acquisition of new clients.• Contact clients and professionals as needed relative to account administration and promotion of D.A. Davidson Trust Company Services.• Review legal documents of existing accounts. As needed, consult with D.A. Davidson planning professionals and outside attorneys and CPAs to provide client advice or execute business requests.• Cultivate strong working relationships with clients and their advisors in order to develop a complete understanding of the clients’ needs to determine suitable products or services to meet their needs.• Utilize fiduciary expertise and negotiating skills to guide sensitive and difficult client situations to a mutually satisfactory resolution.• Acquire additional assets (account additions) from existing clients; contact existing and potential customer referrals to expand/establish relationships.• Active community engagement to promote a positive image of the organization and facilitate new business generation. • Perform any other duties as assigned.
What we offer:Competitive salary plus excellent benefits and perks including, but not limited to: • Medical, Dental and Vision• Company 401(k)and ESOP contribution • Generous sick, vacation, and maternity/parental leave• Paid holidays• Professional Development Opportunities• Tuition Reimbursement ($15,000 lifetime cap)• Discounted personal insurance including home, auto and recreational vehicles• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
D.A. Davidson has been in business for 90 years! Our success is driven by our high standards of business ethics, integrity and conduct and the belief that our Associates are our most important assets. We hope you will consider joining us! At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy.
Summary/Function:D.A. Davidson is seeking a Trust & Fiduciary Advisor to manage the administration of a variety of D.A. Davidson Trust Company client relationships in accordance with the terms of the accounts and in a manner consistent with the needs of principals and beneficiaries. This position is accountable for developing quality client relationships, professional contacts, supporting the Financial Professionals of D.A. Davidson & Co. and soliciting new business.
Required Qualifications:The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.• Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law• 10 + years of fiduciary experience, with a focus on business development and relationship management• Working knowledge of advanced estate planning concepts, tax strategies and an overall knowledge of Wealth management and the securities industry.• Effective communication skills both verbal and written, being able to convey thought provoking insight regarding client issues and concerns.• Proven analytical ability and detail orientation with ability to manage client and firm priorities• Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software.• Ability to work effectively as part of a team; mentor others and serve as a role model
Preferred Qualifications:• JD, LL.M in Taxation, Masters of Taxation • Advanced degree or designations such as CPA, CFP, CPWA, CIMA• 10+ Years of fiduciary experience with a focus on business development and relationship management
Duties:Internal Duties:• Oversee all aspects of account administration to include accepting and setting up accounts, facilitating all transactional activity in the account and directing disbursement of funds according to the governing document and/or court order. Ensure that the investment objectives defined in the governing document are met. Proactively identify issues and take preventative action.• Allocate, coordinate and monitor account investments with the assigned investment manager to ensure adherence to the terms of the account and in keeping with fiduciary responsibilities.• Adherence to all risk management related duties including the completion of annual administrative and investment reviews, overseeing the retention and proper filing of client documentation and active participation in internal/external audits. • Comply with all policies related to the management of unique assets held within assigned accounts.• Keep abreast of changes in legislation and regulations affecting estate planning and trust administration to ensure accounts are in compliance with all required regulations.• Solve existing problems, anticipate possible problems and take preventative action; identify client needs and counsel trust beneficiaries on trust provisions and a variety of financially based life decisions. Execute decisions and manage financial risk for client accounts.• Manage the future appointment process and serve as client relationship manager for successor trustee appointments.• Administer account closing process for low-balance fiduciary accounts; identify potential obstacles and legal actions required, including petitioning the court when necessary.• May act as a member of the Trust Administrative & Real Estate and/or Trust Investment Committees.• Make recommendations to policy and/or procedure changes.• Personnel oversight of direct reports including preparing performance appraisals, employee development and training.
Client and Marketing Duties:• Develop strong partnerships with D.A. Davidson Financial Professionals.• Develop and cultivate external centers of influence relationships (i.e. attorney, CPA) to facilitate the acquisition of new clients.• Contact clients and professionals as needed relative to account administration and promotion of D.A. Davidson Trust Company Services.• Review legal documents of existing accounts. As needed, consult with D.A. Davidson planning professionals and outside attorneys and CPAs to provide client advice or execute business requests.• Cultivate strong working relationships with clients and their advisors in order to develop a complete understanding of the clients’ needs to determine suitable products or services to meet their needs.• Utilize fiduciary expertise and negotiating skills to guide sensitive and difficult client situations to a mutually satisfactory resolution.• Acquire additional assets (account additions) from existing clients; contact existing and potential customer referrals to expand/establish relationships.• Active community engagement to promote a positive image of the organization and facilitate new business generation. • Perform any other duties as assigned.
What we offer:Competitive salary plus excellent benefits and perks including, but not limited to: • Medical, Dental and Vision• Company 401(k)and ESOP contribution • Generous sick, vacation, and maternity/parental leave• Paid holidays• Professional Development Opportunities• Tuition Reimbursement ($15,000 lifetime cap)• Discounted personal insurance including home, auto and recreational vehicles• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
D.A. Davidson has been in business for 90 years! Our success is driven by our high standards of business ethics, integrity and conduct and the belief that our Associates are our most important assets. We hope you will consider joining us! At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy.
Trust & Fiduciary Advisor
Office
Richmond, VA
Full Time
October 10, 2025