Trust Investment Advisor

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.
• Sustains compliance with regulatory agencies.

Essential Duties And Responsibilities

• Participates in asset allocation of assigned customer portfolios.
• Evaluates alternative investments.
• Responsible for investment management of assigned accounts, monitoring and review.
• Member of the Trust Investment Committee.
• Participates in security selection process.
• Communicates investment results to clients.
• Responsible for new business development calls.
• Participates in developing new and additional business among existing trust clients.

Working Conditions

• Springdale – office setting with some travel to off-site locations required.

Minimum Job Requirements

• 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.
• Proven business development skills.
• Professional appearance and demeanor.
• Excellent communication skills.

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.
• Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment.
• 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).

Benefits

• 401(K) with a company match of up to 6%.
• ESOP employer match.
• Medical insurance.
• Dental insurance.
• Vision insurance.
• Cancer/Disease insurance.
• Accident 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.
• Employee Stock Purchase Plan.
• Employee Assistance Program.