Find Jobs

Find Jobs Near You – Available Work in Your Location

Skip to job details

Back to Results

Apply for this opportunity

To apply for this job, you'll continue to an external website or email application.

Apply Offsite

Extraco Banks, N.A.

Trust Advisor - Temple

Pay: Not specified

Posted: 2 weeks ago

Location: Temple, TX (Onsite)

Last Updated: 1 week ago

Hours: Full-Time

Expires: 10/1/2026

Career Insights for Personal Financial Advisor (General)

See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.

Scorecard

Based on Texas data

Review key factors to help you decide if this role fits your goals. How is this calculated?

Were these scores useful?

What they do

A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.

$115,322 / year median in Texas

+17% projected growth

Explore Career

Job Description

Extraco Banks is seeking a successful Trust Advisor to join our team. This opportunity is in our Temple, Texas office.

Summary:

Administration of Personal Trust, Family Trust and Estates. Develop relationships with the clients and ensures client satisfaction. Oversee profitability, risk management, legal and compliance issues. Pursue and develop new relationships with clients.

Experience:

Minimum of five (5) years working experience in a Trust Advisory role. Background in Finance, Accounting, or law are a plus. Reasonable math and accounting skills. Strong PC skills (proficient knowledge of MS Word, Excel, and PowerPoint). Knowledge requirements, i.e. skills, abilities, personal characteristics: Excellent interpersonal, verbal and written communication skills. Advanced level of performance, requiring minimum supervision. Well-developed analytical and problem-solving skills.

Responsibilities and Duties:

Managing a book of trust and agency clients and client requests. Prospecting for new business with contacts and Centers of Influence. Monthly client Investment reviews, Annual Reg 9 compliance reviews, and 90 Initial Account opening reviews. Common Trust Fund management. Managing tax reporting process for clients.

Qualifications:

Bachelor's degree required, Masters level degree in Finance, Accounting, etc. or JD, MBA or CPA a plus. Extraco provides excellent benefits and competitive compensation. We are an Equal Opportunity Employer M/F/Disability/protected veteran status. Extraco provides reasonable accommodation for persons with disability.