Trust Portfolio Advisor

UNION Savings BANK•Freeport, IL

50d

About The Position

We're seeking a skilled Trust Portfolio Advisor to join our team, responsible for developing and implementing investment strategies for personal trust and investment management accounts. The ideal candidate will have a strong foundation in investment principles, excellent communication skills, and experience working with clients and trust officers.

Requirements

4-8 years of experience in investment management or a related field
Bachelor's degree in Finance, Business, or a related field
CFP or CFA designation (or willingness to obtain)
Series 7 Broker license (or willingness to obtain)
Strong understanding of investment principles, portfolio management strategies, and industry regulations
Excellent communication, interpersonal, and client service skills
Ability to work in a team environment and collaborate with trust officers and other professionals
Proficiency in Microsoft Office, investment software, and other relevant tools

Responsibilities

Collaborate with trust officers to analyze client needs and develop tailored investment strategies
Construct and manage portfolios aligned with client objectives, ensuring compliance with governing documents, department guidelines, and fiduciary standards
Communicate with clients and trust officers regarding account performance, changes, and market updates
Manage a portfolio of approximately $130 million in assets, including asset allocation, portfolio rebalancing, and investment research
Partner with trust officers to enhance the client experience and identify new business opportunities
Stay up-to-date with industry trends, developments, and regulatory requirements