Trust Investment Advisor
Stock Yards Bank & Trust
Springdale, 4441 Springdale Rd, Louisville, Kentucky, United States of America Job Description Stock Yards Bancorp, Inc. (NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with offices in Louisville, Central, Eastern and Northern Kentucky, as well as the Indianapolis, Indiana and Cincinnati, Ohio metropolitan markets. Job Title: Trust Investment Advisor FLSA Status: Exempt Department: Trust Hours of Operation: Monday – Friday, 8:00am – 5:00pm General Job Summary: Direct the investment needs and goals of assigned investment management and trust accounts. Organizational Duties and Responsibilities: 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. Essential Duties and Responsibilities: 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 Working Conditions : Springdale – office setting with some travel to off-site locations required Education: BS/BA in business finance or related field Experience: Minimum 3 years experience in investments Specific Skills: Proven ability to successfully interact with clients Professional appearance and demeanor Specialized: Broad knowledge of the equity and fixed income markets CFP or CFA designation preferred Supervisory Responsibility: May be responsible for supervising Administrative Assistant Physical requirements: Primarily sedentary work performed in an office environment Ability to sit for extended periods of time while working at a computer Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person Visual acuity sufficient to read computer screens, printed documents, and financial data Occasional standing, walking, bending, or reaching Ability 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 match Medical insurance Vision insurance Cancer/Disease insurance Flexible Spending Accounts Flexible Savings Accounts Health Savings Accounts Bank paid Life/AD&D insurance Voluntary Life/AD&D insurance Bank paid Short-Term and Long-Term Disability insurance Springdale, 4441 Springdale Rd, Louisville, Kentucky, United States of America #J-18808-Ljbffr Stock Yards Bank & Trust
- Stock Yards Bank & Trust is seeking a Trust Investment Advisor in Louisville, Kentucky to manage the investment needs of assigned accounts. The candidate will evaluate alternative investments and communicate results effectively to clients. This position requires a BS/BA...SuggestedTemporary work
- ...Representative - State Farm Agent Team Member to market financial products and manage customer portfolios. The role requires strong investment knowledge and a consultative approach to educate customers on their financial options. The ideal candidate will hold a Series 6...Suggested
$7.25 per hour
...professional presence, confident communication and the ability to build trust while reinforcing structure and accountability. The role is... ...including Underwriting, Closing, Insurance Tracking and Client Advisor Team. Track Maturing loans, delinquencies, insurance coverage...SuggestedHourly payFull timeWork experience placementLocal areaShift work- ...tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as...SuggestedImmediate startAfternoon shift
- ...advice. The role involves working closely with clients to help them achieve their financial goals through tailored solutions and investment products. Applicants must hold the necessary licenses and have experience in the financial services industry. The position offers...Suggested
- ...where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Senior Investment Advisor within PNC's Private Bank organization, you will be based in Louisville, KY. PNC is an in‑office company that fosters a...Temporary workWork experience placementWork at office
- PNC Financial Services Group, Inc. is seeking a Senior Investment Advisor to manage client accounts and provide specialized investment advice in Louisville, KY. The ideal candidate will have 8+ years of relevant experience, a bachelor’s degree, and a strong focus on client...Work at office
- ...assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and... ...questions and owning customer issues. Maintain a position of trust and responsibility by keeping all business confidential. Follow...Work experience placementWork at office
- ...assigned business partners (Mortgage, Small Business, Commercial and Investment) and refer customers when appropriate to provide timely,... ...customer questions and owning customer issues. Maintain a position of trust and responsibility by keeping all business confidential. Follow...Work experience placementWork at office
- ...assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and... ...questions and owning customer issues. Maintain a position of trust and responsibility by keeping all business confidential. Follow...Work experience placementWork at office
- ...assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and... ...and owning customer issues. Maintain a position of trust and responsibility by keeping all business confidential. Follow...Work experience placementWork at office
- ...product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging...Immediate startAfternoon shift
- ...customers, asks open‑ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects... ...together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect...Immediate startAfternoon shift
- ...self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures. Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location. Contribute in...Flexible hours
- ...tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as...Immediate startAfternoon shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique... ...· Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis...Full timeContract workFor contractorsWork at office$100k - $125k
...decisions of their lives. As a Financial Advisor at SWD, your role is to: Strengthen and... ...Growth is. The growth comes from: Earning trust that leads to additional assets... ...as a Financial Advisor Experience with investment management and insurance solutions Strong...Full timeWork at office- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los... ...of comprehensive wealth management and investment products and services for individuals, companies... ...committed to their needs. We believe trust comes from transparency. Our trusted...Work at officeShift workDay shift
- ...service, creating a welcoming environment. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as...Afternoon shift
- ...service, creating a welcoming environment. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as...Immediate startAfternoon shift
- ...service, creating a welcoming environment. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as...Immediate startAfternoon shift
- ...care by leading with empathy, doing what's right, focusing on the positive, and standing stronger together. Encompass Health is a trusted leader in post‑acute care with over 150 nationwide locations and a team of 36,000 exceptional individuals and growing! At Encompass...Full timePart timeLocal areaFlexible hours
- ...meeting their banking needs. The ideal candidate will have sales experience in retail banking and excellent communication skills to build trust and relationships. This position looks to ensure client satisfaction while adhering to all banking policies. #J-18808-Ljbffr...
- Sazerac Company Overview Build your career at Sazerac! With almost 400 years of rich history, Sazerac Company has thrived as an independent, American family-owned company with operations in the United States and around the world. Since the 2000s, Sazerac has averaged...Work at office
- ...Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr Stock Yards Bank & TrustTemporary workWork experience placementWork at officeRemote workFlexible hours
- Description First Financial Bank has an immediate opening for a Credit Analyst in the Farm & Ranch Division located in Louisville, Kentucky. The primary responsibility of this position is to examine, evaluate, and work with loan officers and contractors to recommend...For contractorsWork at officeImmediate start
- ...Senior Investment Portfolio Manager The Investment Portfolio team is responsible for developing cash management and investment strategies for the Company and its affiliates. The Senior Investment Portfolio Manager will be responsible for overseeing the development...Work experience placementWork at office
$64.2k - $116.4k
...Antonio, Charlotte The opportunity In the Engagement Business Advisor (EBA) – Senior Associate role, you will be an experienced finance... ...the opportunity and engagement lifecycle. You will serve as a trusted advisor to a defined book of business supporting PPMDs (Partners...Contract workWork experience placementSummer holidayWork at officeFlexible hours- ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud... ...judgement to provide solutions to personalized investment issues, involving the FA when... ...priorities, and concerns to accelerate trust and create a personalized, comprehensive...Full timeTemporary workWork at officeLocal areaFlexible hours
- ...travel is still an expectation of the role, and some travel will be required. We expect the candidate to uphold Crowe’s values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all...Remote work
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