Wealth Management Specialist
4 hours ago
As a Wealth Advisor at Stock Yards Bank and Trust, you will serve as the primary point of contact and trusted advisor for high net worth clients. Your day will be filled with opportunities to build, solidify, and expand client relationships, strategize and assist with the resolution of complex issues, and implement wealth management strategies in collaboration with the client's other advisors.
Key Responsibilities:
- Develop an intimate knowledge of the client's entire financial and family situation.
- Establish a level of trust and confidence with the client so that any financial issues can be addressed and solutions offered.
- Partner with internal and external resources to meet estate and financial planning goals of current clients through holistic wealth management strategies.
- Ability to understand, apply, and communicate estate and financial planning concepts to clients, while managing multifaceted accounts.
- Review and assist with the development of tax, estate, and financial analyses and plans.
- Collaborate with other planning resources on specific subject matters and partners in the acquisition of new clients.
Requirements:
- Undergraduate degree is required; a JD, CFP, CTFA, or CPA designation is preferred.
- 3 or more years of experience required in similar or related field.
- Generates productive relationships with internal and external partners that improve access to resources and expertise.
- Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship.
- Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.
- Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational, or process problems.
- Excellent written and oral communication skills.
- Strong organizational skills with attention to detail.
- Demonstrate team player attitude and mentality.
- Proven business development skills.
- Highly motivated, self-starter with the ability to multi-task.
- Professional appearance and demeanor.
Benefits:
- 401(k) with a company match of up to 6%.
- ESOP employer match.
- Medical insurance.
- Dental insurance.
- Vision insurance.
- Cancer/Disease insurance.
- Accident insurance.
- Flexible Spending Accounts.
- Health Savings Accounts.
- Bank-paid Life/AD&D insurance.
- Voluntary Life/AD&D insurance.
- Bank-paid Short-Term and Long-Term Disability insurance.
- Employee Stock Purchase Plan.
- Employee Assistance Program.
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position requires sitting the majority of the time with limited walking and standing. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.
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