Stock Yards Bank & Trust logo
Trust Investment Advisor
full-timeLouisville

Summary

Location

Louisville

Type

full-time

Explore Jobs

About this role

Stock Yards Bancorp, Inc. (NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with offices in Louisville, Central, Eastern and Northern Kentucky, as well as the Indianapolis, Indiana and Cincinnati, Ohio metropolitan markets.

Job Title: Trust Investment Advisor

FLSA Status: Exempt

Department: Trust

Hours of Operation: Monday – Friday, 8:00am – 5:00pm 

 

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.
  • Supports all functions that maintain compliance with regulatory agencies.

 

Essential Duties and Responsibilities:

  • Participate in asset allocation of assigned customer portfolios
  • Evaluate alternative investments
  • Responsible for investment management of assigned accounts, monitoring and review
  • Member of the Trust Investment Committee
  • Participate in security selection process
  • Communicate investment results to clients
  • Responsible for new business development calls
  • Develop 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: 

The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Primarily sedentary work performed in an office environment
  • Ability to sit for extended periods of time while working at a computer
  • Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment
  • Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person
  • 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

Other facts

Tech stack
Investment Management,Asset Allocation,Client Interaction,Business Development,Communication Skills,Equity Markets,Fixed Income Markets,Security Selection,Monitoring,Review,Trust Investment Committee,New Business Development,Professional Appearance,Demeanor,Evaluation Of Investments

About Stock Yards Bank & Trust

Stock Yards Bancorp, Inc., was incorporated in 1988 as a bank holding company. It is the parent company of Stock Yards Bank & Trust Company, which was established in 1904 in Louisville, KY and now has offices in the Louisville, Indianapolis, Cincinnati & Central/Eastern Kentucky metropolitan markets. In addition to its banking operations, Stock Yards Bank & Trust Company offers a broad array of other financial services, including those of its Wealth Management Group, which provides investment management and trust services. Wealth Management and Trust ranks among the country's top 100 trust companies in terms of revenue. The bank also offers private banking and brokerage services. In addition, its mortgage company offers conventional, VA and FHA financing, as well as a program follow-income first-time homebuyers.

Stock Yards Bancorp consistently ranks among the strongest, fastest-growing community banks in the country, as measured by earnings growth and its high returns on equity and assets. The Company has been recognized by U.S. Banker on several occasions as one of the top-performing community banks in the nation. For many years now, Stock Yards Bancorp has been named to the KBW Honor Roll, an annual selection based on a bank’s 10-year performance record. Those banks recognized for the Honor Roll typically number less than 50 nationwide, and often less than 25. The Company also has received the Raymond James Community Bankers Cup several times, which recognized the top 10% of community banks in the country with assets between $500 million and $10 billion.

Member FDIC. Equal Housing Lender.

Never disclose personal/private banking information on this site.

Team size: 1,001-5,000 employees
LinkedIn: Visit
Industry: Banking
Founding Year: 1904

What you'll do

  • The Trust Investment Advisor directs the investment needs and goals of assigned investment management and trust accounts. They participate in asset allocation, evaluate alternative investments, and communicate investment results to clients.

Ready to join Stock Yards Bank & Trust?

Take the next step in your career journey

Frequently Asked Questions

What does a Trust Investment Advisor do at Stock Yards Bank & Trust?

As a Trust Investment Advisor at Stock Yards Bank & Trust, you will: the Trust Investment Advisor directs the investment needs and goals of assigned investment management and trust accounts. They participate in asset allocation, evaluate alternative investments, and communicate investment results to clients..

Why join Stock Yards Bank & Trust as a Trust Investment Advisor?

Stock Yards Bank & Trust is a leading Banking company.

Is the Trust Investment Advisor position at Stock Yards Bank & Trust remote?

The Trust Investment Advisor position at Stock Yards Bank & Trust is based in Louisville, Kentucky, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Trust Investment Advisor position at Stock Yards Bank & Trust?

You can apply for the Trust Investment Advisor position at Stock Yards Bank & Trust directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Stock Yards Bank & Trust on their website.