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Wealth Management Advisor

2 months ago

Lexington, Kentucky, United States Stock Yards Bank & Trust Full time

As an Investment Trust Consultant, you will be responsible for managing the investment objectives and aspirations of designated trust accounts. Stock Yards Bank & Trust provides a supportive environment that fosters professional development and growth within the financial services sector.

Key Responsibilities:

  • Engage in the strategic allocation of client portfolios
  • Assess alternative investment opportunities
  • Oversee assigned accounts, regularly reviewing and adjusting investments
  • Contribute to the Trust Investment Committee
  • Assist in the selection of securities
  • Keep clients informed about investment performance
  • Conduct outreach for new business development
  • Enhance relationships with existing clients
Qualifications:
  • Bachelor's degree in finance, business, or a related discipline
  • A minimum of three years of experience in investment management
  • Strong interpersonal skills for client engagement
  • Proven abilities in business development
  • Professional demeanor and appearance
  • Exceptional communication capabilities
  • Familiarity with equity and fixed income markets
  • CFP or CFA certification is preferred
Benefits Offered:
  • 401(k) plan with a company match of up to 6%
  • Employee Stock Ownership Plan (ESOP)
  • Comprehensive medical, dental, and vision insurance options
  • Flexible Spending Accounts and Health Savings Accounts
  • Life insurance, disability coverage, and support programs
  • Employee Stock Purchase Plan
Physical Demands:

This position primarily involves sitting, with some walking and standing required. The work environment is indoors during standard business hours with moderate noise levels.

Stock Yards Bank & Trust is an Equal Opportunity Employer.
Disclosing compensation information is discouraged.