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AVP/Trust & Family Office Financial Advisor Associate

Parkside Financial Bank & Trust

Clayton, CA

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JOB DETAILS
SKILLS
Accounting, Analysis Skills, Asset Management, Balance Sheet, Business Banking, Cash Flow, Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Commercial Banking, Commercial Loans, Customer Relations, Customer Retention/Renewal, Dental Insurance, Detail Oriented, Economics, Entrepreneurship, Establish Priorities, Estate Planning, Finance, Financial Planning, Income Tax, Insurance, Multitasking, Organizational Skills, Profit & Loss, Retirement Planning, Risk Analysis, Risk Management, Tax Planning, Team Building, Team Lead/Manager, Team Player, Time Management, Vision Plan, Wealth Management, Writing Skills
LOCATION
Clayton, CA
POSTED
Today
In 2007, four different, but complementary, professionals gathered to discuss a shared vision-assemble 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 Bachelor's 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 client's 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
  • Bachelor's 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 company's 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 $5,000 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 laws. We 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.

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About the Company

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Parkside Financial Bank & Trust