Trust & Family Office Advisor

Parkside Financial Bank & Trust

Job Location:

Denver, CO - USA

Yearly Salary: $ 150 - 300

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Parkside Financial Bank & Trust started in 2007 with four professionals and one big goal: to make business banking and wealth management more personal more insightful and more responsive. Today were an independent partner for successful families and privately held businesses bringing together banking commercial lending trust and family office services in one place.

From St. Louis to Denver to Bedford weve grown with our clients to $1 billion in Bank assets and approximately $3.6 billion in Trust & Family Office assets under management. Weve also been recognized as a Top Workplace in St. Louis for five consecutive years thanks to a team thats Smart Likeable Entrepreneurial and Dependable. If you like doing great work with great people youll fit right in.

Why Parkside We are a fast-growing high-trust team where youll do real work learn quickly and be genuinely valued.

We are searching for a highly motivated and experienced Wealth Advisor to join our Trust & Family Office division. This position requires a bachelors degree along with a professional designation (e.g. CFP CFA ChFC or similar) and a minimum of 10 years of experience in the financial industry including at least 5 years of direct client advisory experience.

RESPONSIBILITIES

Maintain and expand existing client relationships ensuring the successful transition and retention of clients.
Client Reviews & Reporting: Prepare and conduct regular portfolio review meetings to assess performance confirm risk tolerance cash flow planning and due diligence.
Develop new business expand existing relationships and retain current clientele
Referral network development: Build & cultivate a network of referral sources to expand business development opportunities
Provide comprehensive wealth advisory services to a diverse clientele
Manage Client Relationships: Anticipate clients needs resolve inquiries and ensure client portfolios remain aligned with their financial objectives
Collaborate with in-house specialists experienced in estate planning retirement planning tax and insurance
Evaluate financial portfolios goals objectives and cash-flow needs and mitigate risk for a tailored approach
Evaluate and rebalance portfolios as needed
Prepare and deliver comprehensive aggregated account information encompassing all client assets
Collaborate with analysts to prepare and present detailed client reviews
Work closely with clients external professional advisors to mitigate income and estate taxes
Analyze clients entire financial portfolio to identify risks and opportunities
Regularly and systematically review client estate plan documents to ensure efficient transfer of wealth
Collaborate with Trust & Family Office colleagues to ensure the highest level of service

QUALIFICATIONS

Minimum of 5 years of experience delivering advisory services to affluent clients
Bachelors degree from an accredited institution (preferably Business Economics Accounting or Finance related)
Experience growing and establishing client relationships and assets
Financial services certification such as CFP CFA ChFC CIMA or similar
Continue financial services education
Motivated self-starter
Detail oriented and highly organized
Able to multi-task and prioritize to meet deadlines
Able to work both independently and 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
Stable under pressure or stress
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 including $5000 for travel with every 5 years of employment
12-week Paid Maternity Leave
Tuition Reimbursement
Employee charitable giving support
Company-paid parking & more!

Compensation for this position is expected to range from $150-300k annually. Actual starting salary will be determined based on relevant experience qualifications credentials client portfolio and market considerations. Additional compensation may include bonus and a comprehensive benefits package.

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.

Required Experience:

Unclear Seniority