Wealth Management Investment Consultant
2 weeks ago
As a Wealth Management Investment Consultant, your primary responsibility will be to manage the investment objectives and aspirations of designated trust accounts. Stock Yards Bank & Trust provides a professional atmosphere that fosters skill enhancement and career growth within the financial services sector.
Key Responsibilities:
- Engage in the strategic allocation of client portfolios
- Assess alternative investment opportunities
- Oversee assigned accounts, ensuring regular monitoring and evaluation of investments
- Contribute to the Trust Investment Committee
- Assist in the selection of securities
- Provide clients with updates on investment performance
- Conduct outreach for new business development
- Enhance business relationships with existing clients
- Bachelor's degree in finance, business, or a related discipline
- A minimum of 3 years of experience in investment management
- Strong interpersonal skills for client engagement
- Proven abilities in business development
- Professional demeanor and appearance
- Exceptional communication skills
- Familiarity with equity and fixed income markets
- CFP or CFA certification is preferred
- 401(k) plan with up to 6% company matching
- Employee Stock Ownership Plan (ESOP) matching
- Comprehensive medical, dental, and vision insurance options
- Flexible Spending Accounts and Health Savings Accounts
- Life insurance, disability coverage, and assistance programs
- Employee Stock Purchase Plan
This position primarily involves sitting, with some walking and standing required. The work environment is indoors during standard business hours with moderate noise levels.
Equal Opportunity Employer
Beware of disclosing compensation information
41 CFR c)
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