Wealth Advisor/Trust Officer

Chesapeake Financial Shares, Inc.

Kilmarnock, VA 22482

Posted 1 month ago

Job Description

Chesapeake Wealth Management -

Want to work for a solid financial institution that expects 110% from its employees and rewards them accordingly? We work as a team and have high levels of engagement from our employees. A primary driver of engagement is job satisfaction. Contributors to this high level of job satisfaction are the Chesapeake benefits plan from competitive healthcare options to a generous vacation allotment. Commitment to community also plays into our job satisfaction. Chesapeake puts great emphasis on the fact that we are only as strong as the communities we serve. Therefore, we contribute dollars and hours of service to our local communities. And, we have fun doing it all!

Talk to us about a career that makes you want to get up and come to work, have fun and make a difference.


Responsible for developing new investment and trust business, and active management of existing client relationships, primarily in the Northern Neck of Virginia area. The position requires a strong financial background and demonstrated experience in multiple areas of wealth management including investment planning, financial planning, estate planning and trust administration, in addition to outstanding personal and written communication skills, computer proficiency and the willingness to travel and be a team player in all respects.

+ Develop high net worth business, bring in new investments clients and increase CWM net revenue

+ Develop current and future trustee clients and relationships

+ Manage and service existing client agency and trustee relationships

+ Seek new investment and trust clients through contacts, client referrals, workshops and seminars, centers of influence, other CFS lines of business and nonprofits

+ Keep abreast of tax laws, regulations, trends and other issues that affect client administration.

+ Ensure assigned accounts are administered in accordance with the terms of the governing documents.

+ Regular in-person, telephone and written communication with clients on investment, wealth management, trust and estate matters

+ Work with Portfolio Management team to make recommendations for investment strategies and appropriate asset allocations to achieve clients' and trusts' wealth management objectives

+ Oversee the fiduciary management of real estate, closely-held corporations and other unique assets relating to trust administration

+ Strong focus on ethics and adherence to all fiduciary rules and regulations

+ Represent company at civic, social and after-hour events

+ Serve on in-house committees as needed or requested

+ College degree and 5 + years in the wealth management industry

+ CFP, CFA, ChFC, or CTFA professional designation preferred

+ Trust officer experience preferred

+ Proven track record in new client business development

+ Proven track record in client servicing and trust administration

+ Strong verbal and written communication skills

+ Strong in-person client skills, demonstrated ability to communicate investment and financial strategies, trust and estate planning issues.

+ Demonstrated ability to work in fast-paced environment with attention to detail

+ Willingness to travel throughout our regions and sometimes work outside normal office hours

+ Proficient computer skills

+ Willingness to be a team player in all respects

Street: 97 North Main Street

External Company Name: Chesapeake Bank

External Company URL: http://www.chesapeakefinancialshares.com/

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