Park National Bank
The Wealth Management Advisor administers trust accounts, including personal trusts, estates, and retirement plans, while identifying opportunities to grow existing relationships and develop new business. The role involves ensuring compliance with IRS and state regulations, analyzing customer information to recommend appropriate financial products, and delivering high-level service. The advisor also coordinates workflow, participates in risk management, and supports internal education programs.
Headquarters
Newark, Ohio, United States
Park National Bank offers personal and business banking, lending, investing & more. Visit us online or at one of our locations.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Park National Bank.
Park National Bank didn’t post a salary, so this is our estimate from similar listings.