Trust Portfolio Advisor jobs in United States
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UNION Savings BANK ยท 2 months ago

Trust Portfolio Advisor

positionFreeport, IL, US
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$65K/yr - $85K/yr
date4+ years exp

UNION Savings BANK is seeking a skilled Trust Portfolio Advisor to join their 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 and excellent communication skills, working closely with clients and trust officers.

BankingFinanceFinancial Services

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

Qualification

Investment managementPortfolio managementCFPCFA designationSeries 7 Broker licenseMicrosoft Office proficiencyClient service skillsCommunication skillsInterpersonal skillsTeam collaboration

Required

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

Benefits

Opportunities for professional growth and development
Collaborative and dynamic work environment
Competitive compensation and benefits package

Company

UNION Savings BANK

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Union Savings Bank is a provider of mortgage personal and business banking services.
dateFounded in 1883
location
Freeport, Illinois, USA
people-size51-200 employees
web-link
http://www.unionsavingsbank.com

Funding

Current Stage
Growth Stage

Leadership Team

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Nick Gill
CEO/President
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Angela Weese, MBA
Chief Human Resources Officer
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Company data provided by crunchbase