TRIL70075 – Senior Trust Officer – Suburb of Chicago, IL (DuPage County)
The Senior Trust Officer serves as the primary advisor to high-net-worth individuals and families, delivering comprehensive, goals-based wealth planning across investments, trust and estate planning, retirement, tax, insurance, and cash flow strategies. This role partners closely with internal specialists to provide integrated solutions, drives new client acquisition, and deepens existing relationships through proactive planning and exceptional service. Active engagement with the professional advisor community is key to supporting long-term client growth. Series 7 and 66 strongly preferred but not required. For more information, please contact Ann Leise at (402) 934-3339 or email aleise@adams-inc.com