Trust Advisor

1 week ago


Houston, Texas, United States gpac Full time

We are looking for a skilled trust officer to provide top-notch investment management and trust administration services to high-net-worth clients. As a trust officer, your main role will involve overseeing personal trust accounts and estates while devising tailored solutions to help clients achieve their wealth management objectives.

Job Description:

  • Administering personal, estate, and charitable trust accounts
  • Serving as a fiduciary to make and execute investment decisions in accordance with trust terms
  • Creating detailed asset allocation recommendations and implementing investment strategies
  • Analyzing trusts and offering innovative solutions to minimize taxes and transfer expenses
  • Maintaining regular communication with grantors, beneficiaries, attorneys, CPAs, and brokers
  • Ensuring compliance with all state and federal laws and regulations related to trust administration

Qualifications:

  • Minimum 5 years of experience in trust operations and investment portfolio management
  • Preference for CFP or CTFA designation
  • Required Series 65 license
  • Exceptional client service skills and strong communication abilities
  • Proficiency in analyzing complex trust structures and tax implications
  • Experience with financial planning and portfolio modeling software

As a trust officer, you will serve as a reliable resource for high-net-worth clients, handling significant, complex investment portfolios and administering personalized trust solutions. This role offers an excellent opportunity to contribute significantly to delivering top-level trust services and tailored wealth management. If you meet the qualifications, feel free to apply directly.

We are an equal opportunity employer and do not discriminate based on race, age, color, gender, religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other protected status under applicable laws and regulations.



GPAC (Growing People and Companies) is a renowned search firm with a track record of excellence in placing quality professionals across various industries in the United States since 1990. We pride ourselves on our competitiveness, client-centered approach, and our commitment to delivering precise solutions promptly.


  • Wealth Advisor III

    1 week ago


    Houston, Texas, United States Linscomb Wealth Full time

    Position Title: Wealth Advisor IIILocation: 1333 West Loop South, Ste 1500, Houston, TX 77027Eligibility for Remote: NoGrade: CommissionJob Posting:What The Role Is A Linscomb Wealth, Wealth Advisor III has a well-established and highly sustainable client book of business. They have a proven ability to consistently fulfill the duties and responsibilities of...


  • Houston, Texas, United States Grundfos Full time

    Would you like to work in a purpose-oriented organization, where you will have an integral part in championing our mission to garner attention from political stakeholders and influential organizations. Our purpose is to pioneer solutions to the worlds water and climate challenges and improve the life for people – and we want to strengthen our impact in the...


  • Houston, Texas, United States Grundfos Full time

    Would you like to work in a purpose-oriented organization, where you will have an integral part in championing our mission to garner attention from political stakeholders and influential organizations. Our purpose is to pioneer solutions to the worlds water and climate challenges and improve the life for people – and we want to strengthen our impact in the...

  • Deal Desk Advisor

    1 month ago


    Houston, Texas, United States Kpler Full time

    ​​At Kpler, we simplify global trade information and provide valuable insights. Founded in 2014, our goal is to help over 10,000 organisations by offering the best intelligence on commodities, energy, and maritime through a single platform.Working at Kpler means you'll be a key player in turning complex data into strategic resources for our clients. Your...

  • Deal Desk Advisor

    3 weeks ago


    Houston, Texas, United States Kpler Full time

    ​​At Kpler, we simplify global trade information and provide valuable insights. Founded in 2014, our goal is to help over 10,000 organisations by offering the best intelligence on commodities, energy, and maritime through a single platform.Working at Kpler means you'll be a key player in turning complex data into strategic resources for our clients. Your...


  • Houston, Texas, United States Regions Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...


  • Houston, Texas, United States Regions Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...

  • Port Agency Advisor

    1 month ago


    Houston, Texas, United States Exxon Mobil Full time

    About us At ExxonMobil, our vision is to lead in energy innovations that advance modern living and a net-zero future. As one of the world's largest publicly traded energy and chemical companies, we are powered by a unique and diverse workforce fueled by the pride in what we do and what we stand for.The success of our Upstream, Product Solutions and Low...

  • Port Agency Advisor

    3 weeks ago


    Houston, Texas, United States Exxon Mobil Full time

    About us At ExxonMobil, our vision is to lead in energy innovations that advance modern living and a net-zero future. As one of the world's largest publicly traded energy and chemical companies, we are powered by a unique and diverse workforce fueled by the pride in what we do and what we stand for.The success of our Upstream, Product Solutions and Low...


  • Houston, Texas, United States Lyondell Basell North America Full time

    LyondellBasellBasic FunctionAs a Business Communication Advisor, you are responsible for developing and executing communication content and planning for North America's Circular and Low Carbon Solutions (C&LCS) business. You will be part of the Business Communications team and work with the C&LCS Business Marketing team to provide communications advice and...


  • Houston, Texas, United States Lyondell Basell North America Full time

    LyondellBasellBasic FunctionAs a Business Communication Advisor, you are responsible for developing and executing communication content and planning for North America's Circular and Low Carbon Solutions (C&LCS) business. You will be part of the Business Communications team and work with the C&LCS Business Marketing team to provide communications advice and...


  • Houston, Texas, United States Accolade Full time

    Our team is called People & Culture (P&C) instead of Human Resources because we are more than just your typical HR department - were a lean and mean team of tenacious, trusted advisors who deliver world class programs for the employees that are buil HRIS, HRIS Analyst, Integration, Workday, Reporting Analyst, Senior, Technology, Insurance


  • Houston, Texas, United States Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...


  • Houston, Texas, United States Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...


  • Houston, Texas, United States ServiceNow Full time

    Job DescriptionMust be located in Houston, TX area.You will produce new business sales revenue from a SaaS license model. You will accomplish this through account planning, territory planning, researching prospect customers, using business development strategies and completing field-based sales activities within a defined set of prospects, territory or...


  • Houston, Texas, United States Chronos Consulting Full time

    Our client is a next-generation B2B AI platform driving breakthrough revenue opportunities across marketing, sales and product teams in the Revenue Science space. They enable revenue teams to see beyond predictions and use data to identify prescriptive actions that drive profitable growth.They are looking for an experienced Customer Success Manager (CSM).The...

  • Tax Manager

    1 week ago


    Houston, Texas, United States Mackinnon & Partners Full time

    Job title: Tax Manager Client Location: Houston TX (Onsite) But flexible for Hybrid Mandatory: Conducting tax research Drafting Correspondence Expereinse with IRS Audits Position Overview: We are seeking an experienced and dedicated Tax Manager to join our team. The ideal candidate will be a strategic thinker, a project management expert, and a...


  • Houston, Texas, United States Wells Blair Ltd Full time

    Wells Blair, Ltd. is a specialized tax recruitment firm with markets in Chicago, IL and Houston, TX. We align with tax professionals seeking the next step in their career. If you are interested in this opportunity or are interested in discussing the current market and your interests, please submit your information below.JOB SUMMARY We are seeking a bright...


  • Houston, Texas, United States Office Depot General Full time

    Overview At Office Depot Inc., the Retail Sales Advisor is a part-time role providing exceptional customer service by performing duties as cashier, provides logistics support, stocking, restocking, down stocking, inventory control, cleaning the store, and protecting company assets. The Retail Sales Advisor will quickly build and maintain customer...


  • Houston, Texas, United States Argus Media Full time

    New Business Regional Account Manager About Argus: Argus is a top provider of market intelligence to the global energy and commodity markets. Our solutions include price assessments, news, analytics, consulting services, and industry conferences. With headquarters in London and 30 offices worldwide, we serve companies, trading firms, and governments in over...