Trust & Family Office Advisor at Parkside Financial Bank Trust

Quinte West, Ontario, Canada -

Full Time

Start Date

Immediate

Expiry Date

11 Aug, 26

Salary

300000.0

Posted On

13 May, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth Management, Client Relationship Management, Portfolio Review, Financial Planning, Business Development, Risk Mitigation, Estate Planning, Tax Mitigation, Cash Flow Planning, Asset Allocation, Referral Networking, Due Diligence

Industry

Financial Services

Description

Parkside Financial Bank & Trust started in 2007 with four professionals and one big goal: to make business banking and wealth management more personal, more insightful, and more responsive. Today, we're an independent partner for successful families and privately held businesses, bringing together banking, commercial lending, trust and family office services in one place. From St. Louis to Denver to Bedford, we've grown with our clients to $1 billion in Bank assets and approximately $3.6 billion in Trust & Family Office assets under management. We've also been recognized as a Top Workplace in St. Louis for five consecutive years thanks to a team that's Smart, Likeable, Entrepreneurial, and Dependable. If you like doing great work with great people, you'll fit right in. Why Parkside? We are a fast-growing, high-trust team where you'll do real work, learn quickly, and be guinely valued. We are searching for a highly motivated and experienced advisor to join our Trust & Family Office division. This position requires a bachelor’s degree along with a professional designation (e.g. CFP®, CFA®, ChFC®, or similar) and a minimum of 10 years of experience in the financial industry, including at least 5 years of direct client advisory experience. RESPONSIBILITIES * Maintain and expand existing client relationships ensuring the successful transition and retention of clients. * Client Reviews & Reporting: Prepare and conduct regular portfolio review meetings to assess performance, confirm risk tolerance, cash flow planning and due diligence. * Develop new business, expand existing relationships and retain current clientele * Referral network development: Build & cultivate a network of referral sources to expand business development opportunities * Provide comprehensive wealth advisory services to a diverse clientele * Manage Client Relationships: Anticipate client’s needs, resolve inquiries, and ensure client portfolios remain aligned with their financial objectives * Collaborate with in-house specialists experienced in estate planning, retirement planning, tax and insurance * Evaluate financial portfolios, goals, objectives and cash-flow needs, and mitigate risk for a tailored approach * Evaluate and rebalance portfolios as needed * Prepare and deliver comprehensive aggregated account information encompassing all client assets * Collaborate with analysts to prepare and present detailed client reviews * Work closely with client’s external professional advisors to mitigate income and estate taxes * Analyze client’s entire financial portfolio to identify risks and opportunities * Regularly and systematically review client estate plan documents to ensure efficient transfer of wealth * Collaborate with Trust & Family Office colleagues to ensure the highest level of service QUALIFICATIONS * Minimum of 5 years of experience delivering advisory services to affluent clients * Bachelor’s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related) * Experience growing and establishing client relationships and assets * Financial services certification such as CFP®, CFA®, ChFC®, CIMA® or similar * Continue financial services education * Motivated self-starter * Detail oriented and highly organized * Able to multi-task and prioritize to meet deadlines * Able to work both independently and 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 * Stable under pressure or stress * 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, including $5,000 for travel, with every 5 years of employment * 12-week Paid Maternity Leave * Tuition Reimbursement * Employee charitable giving support * Company-paid parking & more! Compensation for this position is expected to range from $150-300k annually. Actual starting salary will be determined based on relevant experience, qualifications, credentials, client portfolio and market considerations. Additional compensation may include bonus and a comprehensive benefits package. 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.

Responsibilities

Manage and expand relationships with affluent clients by providing comprehensive wealth advisory and portfolio management services. Collaborate with internal and external specialists to optimize estate planning, tax strategies, and financial goals.