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Wealth Management Specialist

1 month ago

Louisville, Kentucky, United States Stock Yards Bank & Trust Full time
Job Summary

As a Wealth Advisor at Stock Yards Bank & Trust, you will serve as the primary point of contact and trusted advisor for high net worth clients, building and maintaining strong relationships through holistic wealth management strategies. You will work closely with clients to understand their financial and family situations, providing tailored solutions to address their unique needs.

Key Responsibilities
  • Develop a deep understanding of clients' financial and family situations, establishing trust and confidence to address complex financial issues.
  • Partner with internal and external resources to meet clients' estate and financial planning goals through comprehensive wealth management strategies.
  • Communicate complex estate and financial planning concepts to clients, managing multifaceted accounts and collaborating with other planning resources.
  • Attract and retain high net worth clients through existing customer base, Centers of Influence, prospecting, and referrals.
  • Collaborate with other professional advisors to support overall planning needs.
Requirements
  • Undergraduate degree required; JD, CFP, CTFA, or CPA designation preferred. Higher education or certifications desirable.
  • 3+ years of experience in a similar or related field.
  • Strong relationship-building skills, with the ability to generate productive relationships with internal and external partners.
  • Excellent written and oral communication skills, with a strong attention to detail.
  • Demonstrated business development skills, with a proven track record of success.
  • Highly motivated, self-starter with the ability to multi-task and prioritize tasks effectively.
Benefits
  • 401(k) with a company match of up to 6%.
  • ESOP employer match.
  • Medical, dental, and vision insurance.
  • Cancer and disease insurance.
  • Accident insurance.
  • Flexible Spending Accounts.
  • Health Savings Accounts.
  • Bank-paid Life and AD&D insurance.
  • Voluntary Life and AD&D insurance.
  • Bank-paid Short-Term and Long-Term Disability insurance.
  • Employee Stock Purchase Plan.
  • Employee Assistance Program.
Physical Requirements

This position requires sitting for the majority of the time, with limited walking and standing. All work occurs indoors and within regular working hours, with a moderate noise level.

Stock Yards Bank & Trust is an Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.