Wealth Management Advisor jobs in United States
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Park National Bank · 4 days ago

Wealth Management Advisor

positionSpartanburg, SC
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
date2+ years exp

Park National Bank is seeking a Wealth Management Advisor to manage assigned trust accounts and develop client relationships. The role involves ensuring compliance with regulations, analyzing customer information for financial products, and maintaining high service standards.

AccountingBankingFinancial ServicesLendingRetirementVenture Capital
badNo H1Bnote

Responsibilities

Administer assigned trust accounts including personal trusts and estates (with non-complex attributes), custodial and managing agency accounts, escrow accounts, IRA’s, custodial depositories, retirement plans, etc
Identify opportunities to grow existing relationships and develop new business including responsibility for cross-selling other bank services
Ensure compliance with IRS Code, applicable state Trust Code, and audit requirements by adhering to all policies and procedures
Collect and analyze customer information to determine proper financial products and advise on advantages and disadvantages of different financial products
Respond in a timely manner to trust related and banking issues
Coordinate and organize workflow, establish project schedules, review client accounts, and determine timeline of special projects
Assist in facilitating (developing content, scheduling, etc.) internal education programs regarding trust product and services
Participate individually in identifying, measuring, monitoring, controlling and mitigating departmental and enterprise-wide risks
Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
Deliver a consistent, high level of service within our Serving More standards
Other duties as assigned

Qualification

Wealth ManagementTrust AdministrationFinancial Products KnowledgeRisk ManagementBasic Computer SkillsInterpersonal SkillsWritten CommunicationVerbal CommunicationOrganizational SkillsTeam Collaboration

Required

Bachelor's degree in business or equivalent combination of education and work experience required
2-4 Years Related Work Experience Required
Interpersonal/Customer Service Skills
Written and Verbal Communication
Ability to understand and follow directions
Adaptable to change
Basic Computer Skills
Organizational Skills/Detail Oriented
Able to Multi-Task or Juggle Priorities
Ability to build collaborative relationships
Ability to work as part of a team

Company

Park National Bank

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Banking is about relationships more than money. We’re a family of successful community banking teams led by strong, local leadership.
dateFounded in 1908
location
Newark, Ohio, USA
people-size1001-5000 employees
web-link
https://parknationalbank.com/

Funding

Current Stage
Public Company
Total Funding
unknown
1990-08-31IPO

Leadership Team

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Samir Sanghvi, CISSP, GISP, GSTRT
Chief Technology Officer
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Brady Burt
CFO
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