Trust & Family Office Financial Advisor Associate

Parkside Financial Bank & Trust

Job Location:

Clayton, OH - USA

Monthly Salary: Not Disclosed

Posted on: 2 days ago

Vacancies: 1 Vacancy

Job Summary

In 2007 four different but complementary professionals gathered to discuss a shared visionassemble talented thought leaders to establish a financial institution that could breathe new life into business banking and wealth management. They founded Parkside Financial Bank & Trust: an independent financial institution with an integrated way of conducting business designed specifically to serve the needs of discerning families and privately held businesses. Parkside offers a uniquely fresh perspective on banking commercial lending trust and family office services. Our interactive partnership between our clients and our team drives success builds legacies and transforms businesses. This is what makes ours An Uncommon Partnership.

With offices in St. Louis Missouri and Denver Colorado our dedicated team has grown our bank division to $1 billion in assets and our Trust & Family Office assets under management to approximately $3.6 billion. Voted a Top Workplace in St. Louis for five years running we are proud to build a growing team of Smart Likeable Entrepreneurial and Dependable employees. Join Parkside as we help our clients achieve financial success. Experience a rewarding career with robust benefits and professional growth opportunities within a community of colleagues and friends.

Parkside is searching for a highly motivated and experienced individual to join our existing practice as Team-Based Financial Advisor Associate within our Trust & Family Office division. This position requires a Bachelors degree along with a professional designation (e.g. CPA CFP CFA or similar) and a minimum of 5 years of experience in the financial industry including at least 3 years of direct client advisory experience.

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 clients 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

QUALIFICATIONS

Minimum of 5 years working experience in wealth management with 3 years direct client advisory experience
Bachelors 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 companys financial growth and profitability

EMPLOYEE BENEFITS

Parkside is proud to offer competitive benefits for all our employees including:

Competitive salary with bonus
Medical dental and vision insurance
401k Plan Employer Match
Employee Stock Options
Paid 4 Week Sabbatical Program with every 5 years of employment including $5000 for travel
12-week Paid Maternity Leave
Tuition Reimbursement
Employee charitable giving support
Company-paid parking & more

Parkside Financial Bank & Trust provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race color religion age sex national origin disability status genetics protected veteran status sexual orientation gender identity or expression or any other characteristic protected by federal state or local are committed to providing an inclusive workplace that accommodates the diverse needs of all individuals. If you require any accommodations during the application process or while employed please inform us so we can provide suitable assistance and modifications.

All employment offers are contingent until applicant successfully completes all necessary background checks and drug screens.

Required Experience: