Trust Advisor jobs in the United States

As a Trust Investment Advisor, your day will be filled with opportunities to direct the investment needs and goals of assigned investment management and trust accounts. Experience in investments with business development skills is important while Stock Yards Bank will provide a professional environment to continually improve the candidate’s skills and to further his/her career goals for advancement within the banking profession.  Our past accomplishments and continued future successes are directly attributed to the individual success of our employees.  

Responsibilities 

Daily responsibilities include, but are not limited to, the following: 

• Participate in asset allocation of assigned customer portfolios
• Evaluate alternative investments
• Responsible for investment management of assigned accounts, monitoring and review
• Member of the Trust Investment Committee
• Participate in security selection process
• Communicate investment results to clients
• Responsible for new business development calls
• Develop new and additional business among existing trust clients 

Job Requirements 

The successful candidate will have the following qualifications: 

• BS/BA in business finance or related field
• Minimum of 3 years experience in investments
• Proven ability to successfully interact with clients
• Proven business development skills
• Professional appearance and demeanor
• Excellent communication skills
• Broad knowledge of the equity and fixed income markets
• CFP or CFA designation preferred

Benefits

• 401(k) with a company match of up to 6%
• ESOP employer match
• Medical insurance
• Dental insurance
• Vision insurance
• Cancer / Disease insurance
• Accident insurance
• Flexible Spending Accounts
• Health Savings Accounts
• Bank paid Life / AD& D insurance
• Voluntary Life / AD&D insurance
• Bank paid Short-Term and Long-Term Disability insurance
• Employee Stock Purchase Plan
• Employee Assistance Program

Physical Requirements

The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This position requires sitting the majority of the time with limited walking and standing. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.