Kforce Inc · 11 hours ago
Senior Wealth Advisor - Trust Services
San Antonio, TX
Full-time
Onsite
Senior Level
$150K/yr - $155K/yr
7+ years expKforce Inc is a well-established financial institution seeking a Senior Wealth Advisor - Trust Services to manage complex fiduciary relationships and provide advanced wealth guidance. The role involves overseeing trust and agency accounts, supporting business development, and ensuring compliance with regulatory standards while delivering exceptional client service.
ConsultingEmploymentFinancial ServicesHuman ResourcesStaffing Agency
Responsibilities
Manage complex trust, estate, and agency accounts with strong regulatory compliance
Build lasting client and family relationships and deliver a high-touch advisory experience
Partner with internal specialists to meet client financial, banking, and planning needs
Resolve client concerns and support retention and portfolio growth
Collaborate with external advisors (CPAs, attorneys, estate planners)
Identify and pursue new revenue opportunities across fiduciary and agency relationships
Maintain and document a sales pipeline using CRM tools
Cultivate referral partnerships with attorneys, CPAs, and centers of influence
Participate in client acquisition, internal referral generation, and community engagement
Review and interpret trust documents and estate planning instruments
Apply fiduciary planning strategies to minimize risk and support client goals
Review transactions, distributions, tax-related items, and account activity for compliance
Coordinate asset transfers and ensure accurate cost and documentation
Supervise and mentor associates on relationship and account management
Model professionalism, communication, and strong fiduciary practices
Qualification
Required
Bachelor's degree required; Law degree preferred
7+ years of fiduciary experience in personal trust or 5+ years of legal/financial planning experience
Strong understanding of fiduciary principles, trust & estate law, and risk management
Excellent communication, client advisory, and relationship-building skills
Knowledge of financial products and services; proficiency with Microsoft Office
Preferred
Professional certifications preferred: CFPx, CFAx, CTFA
Experience with FiTek is a plus
Benefits
Medical/dental/vision insurance
HSA
FSA
401(k)
Life, disability & ADD insurance
Company
Kforce Inc
Kforce is a solutions firm specializing in technology, finance and accounting, and professional staffing services.
1001-5000 employees
H1B Sponsorship
Kforce Inc has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (792)
2024 (667)
2023 (734)
2022 (843)
2021 (1197)
2020 (858)
Funding
Current Stage
Public CompanyTotal Funding
unknown2024-05-20IPO
2014-06-08Acquired
Leadership Team
Aaron Travis
Digital Experience Delivery Director | Kforce Consulting Solutions
Recent News
2025-11-19
2025-11-07
2025-11-04
Company data provided by crunchbase