Wealth Management Advisor

DescriptionRESPONSIBILITIESAdminister 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 servicesEnsure compliance with IRS Code, applicable state Trust Code, and audit requirements by adhering to all policies and proceduresCollect and analyze customer information to determine proper financial products and advise on advantages and disadvantages of different financial productsRespond in a timely manner to trust related and banking issuesCoordinate and organize workflow, establish project schedules, review client accounts, and determine timeline of special projectsAssist in facilitating (developing content, scheduling, etc.) internal education programs regarding trust product and servicesParticipate individually in identifying, measuring, monitoring, controlling and mitigating departmental and enterprise-wide risksMaintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasksDeliver a consistent, high level of service within our Serving More standardsOther duties as assignedCOMPETENCIESInterpersonal/Customer Service SkillsWritten and Verbal CommunicationAbility to understand and follow directionsAdaptable to changeBasic Computer SkillsOrganizational Skills/Detail OrientedAble to Multi-Task or Juggle PrioritiesAbility to build collaborative relationshipsAbility to work as part of a teamEDUCATION - CERTIFICATIONS - WORK EXPERIENCEBachelor's degree in business or equivalent combination of education and work experience required2-4 years related work experience requiredSCHEDULETypical office hours are Monday through Friday 8am to 5pm. 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. Candidate must live within 50 miles of Columbus, Ohio. Please speak to the hiring manager for more information.Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.Park National Corporation is an Equal Opportunity Employer. It is the policy of the Bank to hire well-qualified people. An integral part of this policy is to provide equal employment opportunity for all persons for employment. It is also part of our policy to recruit and administer hiring, working conditions, benefits, privileges of employment, compensation, training, appointments for advancement including promotions and transfers, and terminations of employment for all associates without discrimination because of race, color, religion, citizenship, national origin, sex, age, veteran status, or handicap.

Created: 2026-01-05