Unknown Company

Trust Investment Advisor

ky • Posted 1 weeks ago
Onsite Full Time General

Trust Investment AdvisorDirect the investment needs and goals of assigned investment management and trust accounts.Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures. Supports all functions that maintain compliance with regulatory agencies.Participate in asset allocation of assigned customer portfoliosEvaluate alternative investmentsResponsible for investment management of assigned accounts, monitoring and reviewMember of the Trust Investment CommitteeParticipate in security selection processCommunicate investment results to clientsResponsible for new business development callsDevelop new and additional business among existing trust clientsSpringdale – office setting with some travel to off-site locations requiredEducation: BS/BA in business finance or related fieldExperience: Minimum 3 years experience in investmentsProven ability to successfully interact with clientsProven business development skillsProfessional appearance and demeanorExcellent communication skillsBroad knowledge of the equity and fixed income marketsCFP or CFA designation preferredMay be responsible for supervising Administrative AssistantPrimarily sedentary work performed in an office environmentAbility to sit for extended periods of time while working at a computerFrequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipmentAbility to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in personVisual acuity sufficient to read computer screens, printed documents, and financial dataOccasional standing, walking, bending, or reachingAbility to lift and carry up to 10–15 pounds occasionally (e.g., files, office supplies)401(K) with a company match of up to 6%ESOP employer matchMedical insuranceDental insuranceVision insuranceCancer/Disease insuranceAccident insuranceFlexible Spending AccountsFlexible Savings AccountsHealth Savings AccountsBank paid Life/AD&D insuranceVoluntary Life/AD&D insuranceBank paid Short-Term and Long-Term Disability insuranceEmployee Stock Purchase PlanEmployee Assistance Program

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