Trust Relationship Manager

Financial Additions has a Wealth Advisor / Relationship Manager opportunity with an established organization in Fort Worth, TX. This role is ideal for a professional who enjoys building long-term client relationships, providing financial advisory services, and being actively involved in the local community.Duties include:Developing new client relationships while managing and deepening an existing book of businessProviding financial advisory support to clients across multiple service areasBuilding and maintaining a strong network of referral sources including attorneys, accountants, and other business professionalsPartnering with internal teams and professionals to deliver comprehensive client solutionsRepresenting the organization through community involvement and professional networkingMaintaining strong client relationships focused on long-term advisory partnershipsSupporting internal initiatives focused on client service excellence and organizational valuesOther related duties as assignedQualifications include:Bachelor’s degree in Accounting or Finance required4+ years of experience in investment management, registered investment advisor (RIA), trust management, or legal/estate advisory work preferredStrong relationship-building and business development skillsExcellent communication and interpersonal abilitiesHigh attention to detail and strong organizational skillsSelf-motivated with the ability to manage client relationships and business development efforts independentlyProfessional presence and strong client service orientation