Wealth Advisor

Stock Yards Bank & Trust•Louisville, KY

60d•Onsite

About The Position

Serve as the primary point of contact and trusted advisor for high net worth clients, 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 (such as attorneys and accountants).

Requirements

Undergraduate degree is required; a JD, CFP, CTFA or CPA designation is preferred
Higher level education such as a Master’s degree, PHD, or certifications is desirable
In lieu of a degree, a comparable combination of education and experience may be considered
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

Nice To Haves

Higher level education such as a Master’s degree, PHD, or certifications is desirable

Responsibilities

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