Trust Investment Advisor - Client Portfolio Manager (401k & ESOP)
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 in business finance and a minimum of 3 years of experience in investments. Strong client interaction skills and knowledge of equity and fixed income markets are essential. Benefits include medical and vision insurance, 401(K) with company match, and paid short-term and long-term disability insurance. #J-18808-Ljbffr Stock Yards Bank & Trust
- ...Stock Yards Bank & Trust Company, with... ...Job Title: Trust Investment Advisor FLSA Status: Exempt... ...investment management and trust accounts... ...assigned customer portfolios Evaluate alternative... ...results to clients Responsible for... ...match of up to 6% ESOP employer match Medical...SuggestedTemporary workWork at officeMonday to FridayFlexible hours
$7.25 per hour
...just like we help thousands of clients reach their financial goals.... ...with and supports up to two Portfolio Managers in the day-to-day management... ...and the ability to build trust while reinforcing structure... ...Insurance Tracking and Client Advisor Team. Track Maturing...SuggestedHourly payFull timeWork experience placementLocal areaShift work- Client Experience Manager Louisville, Kentucky, United States ShipMonk isn't just a 3PL; we're a growth... .... Committed to the Future: We invest over $10 million annually in research... ...Paid Holidays Health, Dental, Vision + 401k with Match Company Events, Wellness Programs...Suggested
- ...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...SuggestedWork experience placementWork at office
- ...day will be filled with opportunities to manage the Bank’s vulnerability and Patch Management... ...401(k) with a company match of up to 6% ESOP employer match Medical insurance Dental... ...Your Rights notice from the Department of Labor. #J-18808-Ljbffr Stock Yards Bank & TrustSuggestedTemporary workWork experience placementWork at officeRemote workFlexible hours
- ...of loans and informs prospective borrowers of loan commitments. Manages delinquent account files in conjunction with loan officer and contractor... ...~ Paid Vacation & Holidays ~401(k), Profit Sharing and ESOP First Financial Bank is an Equal Opportunity Employer....For contractorsWork at officeImmediate start
$95k - $110k
This Client Development Manager (CDM) will support our Financial Services and Real Estate segment. The... .... Work with Schneider Electric’s portfolio of offerings to develop customized solutions... ...and compliance, and we believe that trust is a foundational value. Our Trust...Full timeWork at officeFlexible hours- ...over 9 million clients and 20,000 financial advisors across the U.S.... ...to personalized investment issues,... ...organizational and time management skills Can... ...to accelerate trust and create a personalized... ...Researching portfolio performance,... ...Jones offers a 401k retirement plan...Full timeTemporary workWork at officeLocal areaFlexible hours
$60k - $121.3k
...has been serving clients and communities since... ...we serve. As a trusted partner, we thrive... ...responsibility and investing in our communities... ...vision insurance, 401K, continuing education... ...Relationship Managers work under the direction... ...an everchanging portfolio of troubled loans...Work at officeLocal area- ...is seeking a Registered 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...
$93.5k - $187k
...Mercer is looking for a Health Actuary Manager. This role will be located in Richmond, Philadelphia... ...can you expect? Responsible for managing client projects that focus on employers' health... ...welfare benefits, tuition assistance, 401K savings and other retirement programs as...Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$15 - $18.69 per hour
...Client Service Coordinator The Client Service Coordinator ("CSC") drives the flow of... ...products and scheduling future appointments. Manage the finances by maintaining accurate... ...Focus Peer Relationships Integrity & Trust Action Oriented Listening...Hourly payMinimum wageFull timeTemporary workPart timeFlexible hours$67.44k - $101.16k
...environmental impact? We're hiring an Associate Client Development Manager to help customers achieve their... ...Work with Schneider Electric’s portfolio of offerings to develop customized solutions... ...Relationship Management — building trust and maintaining long-term client...Full timeTemporary workWork at office- ...engaged in their care and empowering them to manage their health and treatment at home. Rotech... ...to simplify complex topics and build trust Willingness to Travel – Position requires... ...reimbursement (when applicable for the position) EAP 401k Medical, Prescription, Dental and Vision...Hourly payWork at officeLocal area
- ...focused Workplace That Is Invested In Your Development.... ...Insurance options 401k Plan + Company Match... ...a leading third-party management company with deep, multi... ...and 3 countries. Our portfolio includes a wide array... ...interaction reinforces trust and satisfaction. Identify...Daily paidWork at officeImmediate startFlexible hoursNight shiftWeekend work
$15 - $18.69 per hour
...or search for Browse Jobs. Client Service Coordinator SUMMARY OF... ...scheduling future appointments. Manage the finances by maintaining... ...Relationships €¢ Integrity & Trust €¢ Action Oriented €¢ ListeningFunctional... ...Plans (401(k) and Roth): Invest in your future and enjoy a...Hourly payMinimum wageFull timeTemporary workPart timeFlexible hoursShift work- ...about creating memorable experiences for our clients and employees, making them feel welcomed,... ...You will take a lead role in acquiring, managing, and retaining meaningful relationships... ...to understand and help clients, building trust – ask questions and listen to understand,...Immediate startAfternoon shift
$73.5k - $147k
...creating exciting and rewarding futures for our clients and their employees—whether we’re... ...actuarial consulting analyst is responsible for managing client projects that focus on employers’... ...welfare benefits, tuition assistance, 401K savings and other retirement programs as...Minimum wageWork experience placementWork at officeFlexible hours$86.25k - $138k
...Impact The Senior Customer Success Manager will work Axon’s larger customers to build... ...partnerships. You will work closely with your clients to understand their workflows,... ...Benefit You Competitive salary and 401k with employer match Discretionary paid...Work experience placementRemote work- ...Pentera seeks a Customer Success Manager who is passionate about... ...customer value and building strong, trusted relationships. The ideal... ...and point of contact for your portfolio of strategic accounts. You... ...primary advocate and trusted advisor for your portfolio of customers...Remote workWorldwide
$16.25 - $21.13 per hour
...Client Service Coordinator The Client Service Coordinator (CSC)... ...the veterinary medical team by managing client flow, enhancing productivity... ...Collaboration Integrity & Trust Action-Oriented Active... ...Plans (401(k) and Roth): Invest in your future and enjoy a generous...Hourly payMinimum wageFull timeTemporary workWork at officeFlexible hoursAfternoon shift- ...company’s success. As a Senior Investment Advisor within PNC's Private Bank... ...their recruiter and hiring manager to understand workplace expectations... ...Responsibilities Manages client accounts in accordance with... ...specialists supporting the portfolio investment strategy,...Temporary workWork experience placementWork at office
- ...individual to provide comprehensive financial 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...
- 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
- ...by consistently identifying, assessing, managing, monitoring, and reporting risks of all... ...Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to... ...customer issues. Maintain a position of trust and responsibility by keeping all...Work experience placementWork at office
- ...Mortgage, Small Business, Commercial and Investment) and refer customers when appropriate to... ...customer issues. Maintain a position of trust and responsibility by keeping all... ...Center or Bank Mart as directed by the manager. Keep up to date on retail procedures in...Work experience placementWork at office
- ...the platform staff. The role ensures risk management, customer experience, and compliance... ...Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to... ...customer issues. Maintain a position of trust and responsibility by keeping all business...Work experience placementWork at office
- ...insurance and financial protection solutions to families and individuals #128313;Educate clients on policies that prevent financial disaster during times of loss #128313;Manage your own book of business through virtual appointments - Use our proven internal...Full time
- Introduction At Gallagher, we help clients face risk with confidence because we believe... ...clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork... .... As a global leader in insurance, risk management, and consulting services, we’re united...Live outWork at officeLocal areaFlexible hours
- ADP is hiring a 401(k) Client Service Manager. Manages the day to day activities of a 401(K) client services team to ensure delivery of optimal service. Typically manages 4-5 401(k) Specialists (grade 28-32). Maintains high visibility within a fast-paced, dynamic environment...Work at office
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