Client Services Associate II

Posted: Wednesday, 03 September 2025
Valid Thru: Friday, 03 October 2025
Index Requested on: 09/03/2025 14:10:01
Indexed on: 09/03/2025 14:10:01

Location: Pikeville, KY, 41501, US

Industry: Banking
Occupational Category: 13-0000.00 - Business and Financial Operations
Type of Employment: FULL_TIME

COMMUNITY TRUST BANK INC is hiring!

Description:

Job Title: Financial Consultant Trainee
Location: Community Trust Financial Services, Pike County, Kentucky
Schedule: Monday–Friday, 8: 00 AM – 5: 00 PM
Travel: Local travel required

Overview:
Are you driven, ambitious, and eager to build a rewarding career in financial services? We are seeking a motivated Financial Consultant Trainee to join our team and work closely with a Senior Financial Consultant. This is a unique opportunity to learn the business from the ground up, gain industry licenses and registrations, and grow into a client-facing advisory role.

Key Responsibilities:

  • Assist the Senior Financial Advisor with client service, research, and administrative tasks
  • Participate in training and development programs to become licensed and registered
  • Support client onboarding, account maintenance, and portfolio reviews
  • Prepare reports, presentations, and documentation with high attention to detail
  • Engage with clients and prospects professionally and confidently
  • Perform local travel for client meetings and events as needed

Qualifications:

  • High school diploma required; college coursework or degree preferred
  • Strong desire to learn and grow within the financial services industry
  • Excellent interpersonal and communication skills
  • Highly detail-oriented with strong organizational abilities
  • Proficient in Microsoft Office and other computer applications
  • Self-motivated with a positive attitude and professional demeanor
  • Must be able and willing to travel locally

What We Offer:

  • Hands-on mentorship from a seasoned Financial Advisor
  • Structured path to licensing and registration
  • Collaborative team environment
  • Opportunities for career advancement

Responsibilities:

Please review the job description.

Educational requirements:

  • high school

Desired Skills:

Please see the job description for required or recommended skills.

Benefits:

Please see the job description for benefits.

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