AVP/Trust & Family Office Financial Advisor Associate

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 work closely with client’s other advisors to mitigate income and estate taxes
• Able 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’ experience in wealth management with 3 years of direct client advisory experience
• Bachelor’s degree required – accounting, economics, finance or business preferred
• Certification such as CFP®, CFA®, CPA, 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

Pay

Competitive salary with bonus

Schedule

Full-time position

Benefits

• Medical, dental, and vision insurance
• 401k Plan + Employer Match
• Employee Stock Options
• 12-week Paid Maternity Leave
• Tuition Reimbursement
• Employee charitable giving support
• Company-paid parking