Wealth Management Professional

4 days ago


Louisville, Kentucky, United States Stock Yards Bank and Trust Full time
Job Description

We are seeking a highly motivated and detail-oriented Wealth Management & Trust Intern to join our team at Stock Yards Bank and Trust.

This role offers a unique opportunity to gain hands-on experience in the wealth management industry, working closely with experienced professionals to develop skills and knowledge.

Daily Responsibilities:

  • Assist Trust Investment Advisors, Trust Client Service Associates, and other WM&T employees as needed

Requirements:

  • High School or GED Equivalent
  • Ability to foster teamwork and motivate colleagues
  • Client-centered focus with strategic thinking ability
  • Basic knowledge of estate and trust concepts
  • Proficient in Microsoft Office products
  • Self-motivated, dependable, and timely
  • Excellent communication and problem-solving skills
  • Able to prioritize and organize work in a multi-task environment
  • Maintain confidentiality
  • Detail-oriented with strong MS Office skills

Salary: $45,000 - $60,000 per year, depending on qualifications and experience. Benefits: Comprehensive benefits package including health insurance, 401(k) matching, and paid time off.

Travel Requirements: Occasional travel may be required for training and business meetings.



  • Louisville, Kentucky, United States Savant Wealth Management Full time

    Overview">Savant Wealth Management is a fee-only, independent RIA firm dedicated to providing wise counsel to individuals, families, and businesses. We offer investment management, financial planning, retirement planning, and family office services.">About the Role">We are seeking an Associate Advisor to join our team. As an Associate Advisor, you will be on...


  • Louisville, Kentucky, United States Stock Yards Bank and Trust Full time

    About the RoleWe are looking for a talented professional to assist our Wealth Advisors, Trust Client Service Associates, and other WM&T employees in various duties under direct supervision. The successful candidate will have a basic knowledge of estate and trust concepts, excellent communication skills, and the ability to work effectively in a team...


  • Louisville, Kentucky, United States ECG Resources Full time

    Job OverviewA reputable Trust Company in Louisville, Kentucky is seeking an experienced Senior Wealth Management Specialist to manage a book of business with 30-40 high-net-worth families/households.


  • Louisville, Kentucky, United States Peak Management Full time

    Job OverviewWe are seeking a highly skilled Maintenance Professional to join our team at Peak Management.This is an excellent opportunity for a career-driven individual to provide exceptional maintenance services to our customers.The ideal candidate will have a strong background in technical and HVAC understanding, electronic troubleshooting, and equipment...


  • Louisville, Kentucky, United States ADI Management Full time

    Job OpportunityWe are seeking a highly motivated Marketing and Sales professional to join our team as an Account Manager Trainee at ADI Management. This is an entry-level position designed for individuals who aspire to build a successful career in account management and sales.About the RoleThis position involves working closely with our Senior Account...


  • Louisville, Kentucky, United States Bankers Life Full time

    Discover a fulfilling career with Bankers Life, a renowned leader in the Financial Services industry. We're seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives.About UsWith a rich history dating back to 1879, Bankers Life has grown from its founders' vision to make insurance accessible. Today, we remain true to...


  • Louisville, Kentucky, United States Pentair Management Company Full time

    Are you looking for a challenging administrative role in the heart of Louisville, KY? We have an exciting opportunity for an Administrative Support Professional to join our dynamic team at Pentair Management Company.Key Responsibilities:Provide exceptional clerical and administrative support to our branch officeServe as the main point of contact for all...


  • Louisville, Kentucky, United States T-Mobile Full time

    At T-Mobile, we believe in empowering our employees to reach new heights. Our Total Rewards Package is designed to provide a competitive base salary and compensation package, along with opportunities for wealth-building through annual stock grants, employee stock purchase plans, 401(k), and access to free money coaches.Job OverviewThis is an exciting...


  • Louisville, Kentucky, United States Stock Yards Bank and Trust Full time

    Job OverviewWealth Management & Trust Interns play a critical role in supporting the financial services team at Stock Yards Bank and Trust.In this role, you will assist experienced professionals in providing top-notch service to clients and contributing to the growth of the bank's wealth management business.Responsibilities:Provide support to Trust...


  • Louisville, Kentucky, United States ECG Resources Full time

    Company OverviewWealth Management Firm ECG Resources in Louisville, Kentucky is seeking an experienced Senior Portfolio Manager to lead our investment division.About the JobThis senior-level position requires a seasoned professional with 10+ years of experience in providing investment advice to High Net Worth individuals, family members, and associated...


  • Louisville, Kentucky, United States Cerity Partners Full time

    Cerity Partners is a leading, national registered wealth management and institutional consulting firm seeking a talented intern to join its Louisville Wealth Management team.About the RoleWe are looking for an exceptional individual with a strong passion for finance to assist our team in portfolio optimization, rebalancing, and back testing. As an intern,...


  • Louisville, Kentucky, United States Mortenson Family Dental Full time

    About the PositionWe are seeking passionate and dedicated general practice dentists to join our team. As a general dentist with Mortenson Dental Partners, you will have clinical autonomy along with a wealth of benefits.Clinical Autonomy and BenefitsYou'll enjoy a period of guaranteed income as you settle into your practice, followed by 30% of net...


  • Louisville, Kentucky, United States HMB Professional Engineers Full time

    About the PositionHMB Professional Engineers is seeking a highly skilled Senior Architectural Historian to join our team. As a Senior Architectural Historian, you will be responsible for the successful management of projects related to aboveground cultural resources, ensuring quality, scope, schedule, and budget goals are met.Key Responsibilities:Record and...


  • Louisville, Kentucky, United States Parking Management Services Full time

    About the RoleAs a pivotal member of our team, you will oversee the day-to-day operations of our valet service, ensuring seamless delivery of exceptional guest experiences and consistently exceeding expectations.Key Responsibilities:Lead and motivate a team of valets, fostering a positive and productive work environment.Oversee the day-to-day operations of...


  • Louisville, Kentucky, United States Stock Yards Bank and Trust Full time

    **Job Title:** Financial Services SpecialistAt Stock Yards Bank and Trust, we are seeking a highly skilled Wealth Advisor to join our team. As a key member of our Wealth Management division, you will be responsible for providing expert guidance and support to high net worth clients.**Responsibilities:**Servicing Clients:Create a deep understanding of the...


  • Louisville, Kentucky, United States Waste Management, Inc. Full time

    OverviewWe are seeking a professional CDL driver to operate heavy-duty trucks, collecting waste or recyclable material and transporting it to disposal, transfer, or recycle facilities when trucks reach capacity.The ideal candidate will have excellent communication skills, be able to work independently, and maintain a clean and safe driving...


  • Louisville, Kentucky, United States UofL Health- Frazier Rehabilitation Hospital - Brownsboro Full time

    Job Summary: We are seeking a skilled Rehabilitation Specialist to join our interdisciplinary team at UofL Health-Frazier Rehabilitation Hospital-Brownsboro. As a key member of our team, you will work closely with patients, families, and caregivers to provide individualized care and support throughout the recovery journey.Benefits:• Competitive salary...


  • Louisville, Kentucky, United States Clinical Management Consultants Full time

    Job OverviewClinical Management Consultants is seeking an experienced Operating Room Nurse Manager to lead a dynamic surgical team at our 250+ bed acute care hospital in Kentucky. As a key member of our healthcare system, you will oversee clinical and administrative operations, ensuring seamless patient care and efficient departmental performance.Estimated...


  • Louisville, Kentucky, United States TSR Consulting Services, Inc. Full time

    Join our team as a Client Relations Specialist and take advantage of this exciting opportunity to drive business growth and success.About the Role:In this role, you will be responsible for delivering exceptional client service, guiding clients towards the best solution for their business needs, and analyzing existing systems to recommend optimized...


  • Louisville, Kentucky, United States All In One Property Management Full time

    Job Title: Landscape Project Manager for All In One Property ManagementCompany OverviewAll In One Property Management is a leading provider of landscape and hardscape services. We are committed to delivering exceptional results and exceeding our clients' expectations.Estimated Salary: $50,000 - $65,000 per yearJob DescriptionWe are seeking a highly skilled...