Parkside Financial Bank & Trust · 1 day ago
Trust & Family Office Financial Advisor Associate
Clayton, MO
Full-time
Onsite
Mid, Senior Level
5+ years expParkside Financial Bank & Trust is an independent financial institution focused on business banking and wealth management. They are seeking a highly motivated Trust & Family Office Financial Advisor Associate to develop and manage client relationships while providing comprehensive wealth advisory services.
BankingFinancial ServicesInsurance
Responsibilities
Work with a senior advisor on an existing team to develop new relationships, expand existing relationships, and retain current clientele
Collaborate with team members to ensure the highest level of service on all clients
Provide comprehensive wealth advisory services to a diverse clientele where Parkside is engaged as an advisor, trustee, or both at the same time
Collaborate with in-house specialists experienced in estate planning, retirement planning, tax, and insurance to achieve client goals
Evaluate financial portfolios, goals, objectives, and cash-flow needs, and mitigate risk for a tailored approach
Prepare and deliver comprehensive aggregated account information encompassing all client assets
Collaborate with analysts to prepare and present detailed client reviews
Conduct client reviews and manage resulting action items in a timely manner
Use internal tools and by working closely with client’s other advisors to mitigate income and estate taxes
Ability to analyze a balance sheet to identify risks and opportunities
Regularly and systematically review client estate plan documents to ensure efficient transfer of wealth
Other projects as assigned by advisor
Qualification
Required
Minimum of 5 years working experience in wealth management with 3 years direct client advisory experience
Bachelor's degree required – accounting, economics, finance or business preferred
Certification such as CFP®, CFA®, CPA, J.D., or similar
Experience growing and establishing client relationships and assets
Advanced Excel and writing skills
Detail oriented and highly organized
Able to multi-task and prioritize to meet deadlines
Able to work as an integral part of a team
High professional standards and sound judgement
Able to focus on key priorities and thrive in a complex and ever-changing environment
Strong work ethic and stable under pressure
Willingness to learn and contribute to company's financial growth and profitability
Benefits
Medical, dental, and vision insurance
401k Plan + Employer Match
Employee Stock Options
Paid 4 Week Sabbatical Program with every 5 years of employment, including $5,000 for travel
12-week Paid Maternity Leave
Tuition Reimbursement
Employee charitable giving support
Company-paid parking & more
Company
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust is a financial services company providing banking and treasury management services.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$2.87M2011-04-07Series Unknown· $2.87M
Leadership Team
Matthew Wagner
Chief Practice Officer | Co-Founder
Company data provided by crunchbase