Wealth Management Advisor

Join to apply for the Wealth Management Advisor role at Park National Bank
.

2 days ago Be among the first 25 applicants.

Sponsorship not available for role.

Open to Wealth Management Advisor I or II based on level of experience.

• Administer assigned trust accounts including personal trusts and estates (with non‑complex attributes), custodial and managing agency accounts, escrow accounts, IRA’s, custodial depositories, retirement plans, etc.
• Identify opportunities to grow existing relationships and develop new business, including responsibility for cross‑selling other bank services.
• Ensure compliance with IRS Code, applicable state Trust Code, and audit requirements by adhering to all policies and procedures.
• Collect and analyze customer information to determine proper financial products and advise on advantages and disadvantages of different financial products.
• Respond in a timely manner to trust‑related and banking issues.
• Coordinate and organize workflow, establish project schedules, review client accounts, and determine the timeline of special projects.
• Assist in facilitating (developing content, scheduling, etc.) internal education programs regarding trust product and services.
• Participate individually in identifying, measuring, monitoring, controlling and mitigating departmental and enterprise‑wide risks.
• Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks.
• Deliver a consistent, high level of service within our Serving More standards.
• Other duties as assigned.

• Interpersonal/Customer Service Skills
• Written and Verbal Communication
• Ability to understand and follow directions
• Adaptable to change
• Basic Computer Skills
• Organizational Skills/Detail Oriented
• Able to multi‑task or juggle priorities
• Ability to build collaborative relationships
• Ability to work as part of a team

Bachelor’s degree in business or an equivalent combination of education and work experience required.

2‑4 Years Related Work Experience Required.

Typical office hours are Monday through Friday 8 am to 5 pm. This position is exempt and full‑time; a minimum 40 hours is required per week. A flexible work arrangement may be available for this position. Please speak to the hiring manager for more information.

• Entry level

• Full‑time

• Finance and Sales

• Banking

Referrals increase your chances of interviewing at Park National Bank by 2x.

Apply BELOW