Purpose, Integrity, and
Teamwork Drive Us

Work With a Purpose

Are you ready to make a meaningful difference in the lives of clients, as well as the communities we serve? At Tri-Star Trust, we are a team, but most importantly, a family. We all bring different experiences and areas of expertise, and come together to provide financial solutions for each client’s unique needs. It starts with the quality of people we assemble. Our staff is handpicked to ensure we hire colleagues with the right values, work ethic, philosophies, and expertise.

To fulfill our vision of being the most trusted and valued wealth management partner, our team members must share the core values that we live by each day:

Core Values

  • Caring — caring for our clients, community, and each other
  • Harmony — working together to provide a higher level of service
  • Integrity — being ethical, respectful, and honest at all times
  • Objectivity — doing what is right for each client
  • Enthusiasm — being enthusiastic in what we do every day

At Tri-Star, we’re proud to have people who are among the region’s most experienced and accomplished in their respective fields.  That mix of expertise is a vital part of our strong asset management team.  We are committed to hiring the best people in the business and are looking for professionals who believe in our core values and bring the highest level of integrity and care.

We know that employees want more than a job – they want to connect with a company’s vision, purpose, and goals. That’s why Tri-Star supports the community through our giving spirit of time, talent, and treasures. As a company and as individuals, we volunteer, sponsor, lead, and support efforts to make our communities stronger. In all that we do, we are driven to build genuine, caring relationships that strengthen families and transform communities.

Current Tri-Star Opportunities

No open positions at this time.

We always want to hear from potential team members. Send your cover letter and resume to careers@tristartrust.com

Be Part of the Tri-Star Team

If you’re ready to work for a growing wealth management firm that serves with a purpose, empowers its employees, and delivers unparalleled customer service, we’d love to hear from you.

Compensation and Benefits

We offer excellent benefits to our employees, including: 

  • Competitive salaries at all professional levels
  • Employer-paid health insurance for employees
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Flexible spending account (FSA) – Medical & childcare
  • 401(k) match
  • Parental leave
  • Paid time off
  • Professional development / Educational assistance