Wealth Advisor

Profile

Wealth Advisor

The candidate will develop an intimate knowledge of the client’s entire financial and family situation. Establish a level of trust and confidence with the client so that any financial issues can be addressed and solutions offered. Partner with internal and external resources to meet estate and financial planning goals of current clients through holistic wealth management strategies. Ability to understand, apply and communicate estate and financial planning concepts to clients, while managing multifaceted accounts. Review and assist with the development of tax, estate and financial analyses and plans. Collaborate with other planning resources on specific subject matters and partners in the acquisition of new clients. Attract and retain high net worth clients through existing customer base, Centers of Influence, prospecting and referrals. Collaborate with other professional advisors of clients to support overall planning needs.

Additional Information

Requisition Number: WEALT003957.

Company info

Stock Yards Bank & Trust Company Inc
1040 East Main Street
Louisville
Kentucky
United States 40206
Website : http://www.syb.com/index.asp