Estate and Financial Strategist

5 days ago


Louisville, Kentucky, United States Stock Yards Bank and Trust Full time
Key Responsibilities
  • Develop and implement comprehensive financial plans for high net worth clients
  • Build and maintain strong relationships with clients through exceptional customer service
  • Collaborate with internal and external resources to meet estate and financial planning goals
  • Stay up-to-date on industry trends and developments to provide informed advice to clients
Requirements

To be successful in this role, you will need:

  • Bachelor's degree in finance, accounting, or related field
  • Minimum 3 years of experience in wealth management or related field
  • Strong knowledge of financial planning principles and practices
  • Excellent communication and interpersonal skills
Benefits

We offer a competitive salary and benefits package, including:

  • 401(k) matching program
  • Medical, dental, and vision insurance
  • Generous paid time off policy
Salary Information

The estimated salary for this position is $60,000 - $80,000 per year, depending on experience and qualifications.



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