Trust & Family Office Advisor

About the Company

Parkside Financial Bank & Trust, FDIC‑insured, offers personalized business banking and wealth management services. We are an independent partner for families and privately held businesses, currently managing approximately $3.6 billion in Trust & Family Office assets.

We are seeking an experienced Wealth Advisor to join our Trust & Family Office division. The ideal candidate holds a bachelor’s degree and a professional designation (e.g., CFP®, CFA®, ChFC®) and has at least 10 years of experience in the financial industry, including 5 years in direct client advisory.

• Maintain and expand existing client relationships, ensuring successful transition and retention.
• Prepare and conduct regular portfolio review meetings to assess performance, risk tolerance, cash‑flow planning, and due diligence.
• Develop new business opportunities and retain current clientele.
• Build & cultivate a network of referral sources.
• Provide comprehensive wealth advisory services to diverse clientele.
• Collaborate with in‑house specialists in estate planning, retirement planning, tax and insurance.
• Evaluate financial portfolios, goals, objectives, and cash‑flow needs; mitigate risk with tailored solutions.
• Rebalance portfolios as needed.
• Deliver comprehensive aggregated account information across all client assets.
• Prepare and present detailed client reviews with analysts.
• Work closely with clients’ external advisors to mitigate income and estate taxes.
• Analyze entire financial portfolios to identify risks and opportunities.
• Review client estate plans to ensure efficient wealth transfer.
• Collaborate with Trust & Family Office colleagues for highest service level.

• Minimum of 5 years delivering advisory services to affluent clients.
• Bachelor’s degree (Business, Economics, Accounting, Finance or related).
• Proven experience growing and establishing client relationships and assets.
• Motivated self‑starter, detail‑oriented, highly organized.
• Excellent time‑management and prioritization.
• Team‑player with ability to work independently.
• Strong professional standards and sound judgment.
• Adaptable to complex, changing environments.
• Strong work ethic and resilience under pressure.
• Willingness to learn and contribute to company growth.

• Competitive salary with bonus and comprehensive benefits package.
• Medical, dental, vision insurance.
• Employee Stock Options.
• Paid 4‑Week Sabbatical Program (includes $5,000 travel stipend every 5 years).
• 12‑Week Paid Maternity Leave.
• Tuition reimbursement.
• Employee charitable giving support.
• Company‑paid parking.

Expected annual range: $150 k – $300 k. Final pay determined by relevant experience, qualifications, credentials, client portfolio and market factors. Bonus and benefits may also apply.

Parkside Financial Bank & Trust provides equal employment opportunities 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 accommodations during the application process or while employed, please inform us so we can provide suitable assistance and modifications.