Wealth Management Advisor

Park National Bank; Spartanburg (SC); On-site; USD 65,000 - 95,000; Full time

Job summary

Park National Bank in Spartanburg, SC seeks a Wealth Management Advisor I/II to administer trust accounts and grow client relationships. You will advise on financial products, ensure regulatory compliance, and support risk management while delivering high-level service.

Open to Wealth Management Advisor I or II based on experience; typical hours are standard business days, with potential flexibility. Strong communication and analytical skills are essential for success in this role.

Qualifications

• Bachelor's degree in business or equivalent combination of education and work experience.
• 2–4 years related work experience required.

Responsibilities

• Administer assigned trust accounts including personal trusts and estates, 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 timeline of special projects
• Assist in facilitating 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

Skills

Interpersonal skills

Customer service

Written/verbal communication

Follow directions

Adaptable to change

Basic computer skills

Organization/detail oriented

Multi-tasking

Teamwork/collaboration

Education

Bachelor's degree in business or equivalent

Job description

If you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, you will find the contact information to request the appropriate accommodation by visiting the following our Accessibility Accomodation for Applicants page.

• Posted on December 23, 2025

Locations

Showing 1 location

Spartanburg, SC 29306, USA

+1 more locations

• On-site
• Trust
• Full-Time
• Requisition #: WEALT006548

Description

***Sponsorship not available for role.

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

RESPONSIBILITIES

• 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 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

COMPETENCIES

• 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

EDUCATION - CERTIFICATIONS - WORK EXPERIENCE

Bachelor's degree in business or equivalent combination of education and work experience required

2-4 years related work experience required

SCHEDULE

Typical 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. Please speak to the hiring manager for more information.

Equal Opportunity Employer

This 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.