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Stock Yards Bank & Trust · 1 day ago

Wealth Advisor

Louisville, KY

Full-time

Onsite

Mid Level

3+ years exp

Stock Yards Bank & Trust is a financial institution providing banking services in Kentucky and Indiana. As a Wealth Advisor, you will serve as the primary point of contact for high net worth clients, build and maintain client relationships, and implement wealth management strategies in collaboration with other advisors.

Banking

Senior Management

Responsibilities

Develop an 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

Collaborate with other professional advisors of client to support overall planning needs

Qualification

JDCFPCTFACPAWealth management strategiesBusiness developmentFinancial planningClient relationship managementCommunication skillsOrganizational skillsTeam player attitudeSelf-starter

Required

Undergraduate degree is required; a JD, CFP, CTFA or CPA designation is preferred

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

Proven business development skills

Highly motivated, self-starter with the ability to multi-task

Professional appearance and demeanor