Stock Yards Bank & Trust · 3 hours ago
Wealth Advisor
Louisville, KY
Full-time
Onsite
Mid Level
3+ years expStock Yards Bank & Trust is a financial institution with a strong presence in Kentucky and Indiana. They are seeking a Wealth Advisor to serve as the primary point of contact for high net worth clients, manage complex financial issues, and implement wealth management strategies in collaboration with clients' other advisors.
Banking
Responsibilities
Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures
Supports all functions that maintain compliance with regulatory agencies
Develop and 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
Attract and retain high net worth clients through existing customer base, centers of influence, prospecting and referrals
Administer trusts in accordance with provisions of the governing instrument while maintaining compliance with fiduciary obligations and internal policies and procedures
Collaborate with other professional advisors of client to support overall planning needs
Qualification
Required
Undergraduate degree is required
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; ability to apply this knowledge appropriately to diverse situations
Excellent written and oral communication skills
Strong organizational skills with attention to detail
Demonstrate team player attitude and mentality
Provided business development skills
Highly motivated, self-starter with the ability to multi-task
Professional appearance and demeanor
Thorough knowledge of trust operating policies and procedures
Preferred
JD, CFP, CTFA or CPA designation
Higher level education such as a Master's degree, PHD, or certifications
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
Flexible Savings 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
Company
Stock Yards Bank & Trust
Stock Yards Bancorp, Inc., was incorporated in 1988 as a bank holding company.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
James "Ja" Hillebrand
CEO
Connie Grivois
Executive Assistant to the Chairman and CEO
Recent News
2023-11-21
Company data provided by crunchbase