Job Description
Overview
Central Trust Company provides world class "fee-only" wealth management solutions, including: investment management, fiduciary services, financial, estate and tax planning services; all free from conflicts of interest. We pride ourselves on providing legendary client service, being mindful of our Midwest values and never forgetting our roots, dating back to 1902.
Job Summary
The Portfolio Manager works directly with clients to develop and implement strategies that address their investment, financial, insurance, tax, and estate planning needs. The Portfolio Manager will work closely with other Advisors on the team to provide advice on all aspects of the client relationship. They are responsible for investment management, assisting with new business development, and client retention. A successful Portfolio Manager will be an attentive listener, driven to grow personally and professionally, an experienced investment manager, and will be clear and concise in presenting the services offered by Central Trust Company.
Job Duties
- Responsible for client investment management and retention, instilling confidence through demonstrated expertise
- Assist with the creation, delivery, execution, and management of complex financial plans
- Lead client meetings at all phases of the wealth management cycle to discover and provide solutions to complex client issues
- Increases market share in their local region
Numbers & Facts
| Location | Jefferson City, MO |
| Industry | Banking |
| Company Size | 100 to 499 employees |
| Year Founded | 1902 |
| Website | https://www.centralbank.net/ |
Benefits
Paid Sick Days, Performance Bonus, Prescription Drug Coverage, Professional Development, 401K, Employee Referral Program, Flexible Spending Accounts, Employee Events, Tuition Reimbursement, Life Insurance
About Company
Central Bank has been serving the St. Louis metropolitan area for over 115 years. Since our inception we have been a conservative financial institution and have always focused on the basic business of making loans in and attracting deposits from the communities we serve. Today we still take the same approach to our business throughout the metropolitan area.
We offer local management, long-term stability and a full range of deposit and lending products and services coupled with a very personalized approach to providing financial services.
We are one of the top mortgage lending providers in the St Louis area with a knowledgeable and experienced group of loan officers and mortgage staff. Our commercial lending team has a long history of working with businesses to finance their needs today and as they grow in the future.
Central Bank offers a full range of online banking services including online bill pay, mobile check deposit, e-statements and a full complement of checking and savings products
Central Bank is a wonderful place to grow and develop your talent! We are more than a place to work, we encourage teamwork, community involvement, and a family environment rooted in respect and pride for each person who contributes to our success and the success of our customers.
Central Bank is family-owned. We refer to our team as our “Central Bank family.” This comes from a genuine appreciation for the people who dedicate their talent to our company’s success. Providing outstanding benefits is one of the primary ways we strive to be an employer-of-choice. Our overall compensation philosophy is based on pay for performance and ensures our employees are paid competitively. Our employees also have access to a comprehensive package of benefits, rewards and recognition.
Skills
- Business Developmentunmatched
- Customer Relationsunmatched
- Customer Retention/Renewalunmatched
- Customer Support/Serviceunmatched
- Estate Planningunmatched
- Fiduciaryunmatched
- Financial Managementunmatched
- Financial Planningunmatched
- Financial Servicesunmatched
- Insuranceunmatched
- Investment Managementunmatched
- Market Shareunmatched
- Strategic Planningunmatched
- Tax Planningunmatched
- Wealth Managementunmatched
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