Wealth Advisor
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Job Location:
Saint Louis, MI - USA
Monthly Salary:
Not Disclosed
Posted on:
17 hours ago
Vacancies:
1 Vacancy
Job Summary
Its fun to work in a company where people truly BELIEVE in what theyre doing!
Were committed to bringing passion and customer focus to the business.
The Wealth Advisor I analyzes and interprets clients investment objectives and risk tolerances and provides individual investment advice suitable for those objectives and tolerances. The advisor utilizes their expertise and knowledge of the securities industry and market strategies to offer sound financial advice.
Essential Duties and Responsibilities
- Acts in the best interest of the client and delivers outstanding service.
- Develops and maintains an increasing client base by using well-developed market knowledge strategies and sales skills.
- Maintains product knowledge and stays current of market activity and news affecting the markets.
- Ensures that all departmental documents and activities are performed in compliance with applicable laws regulations policies and SFIG written procedures related to the securities industry including completion of required compliance training.
- Performs other duties and responsibilities as assigned.
Qualifications
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required.
Skills
- Ability to read and comprehend simple instructions short correspondence and memos.
- Ability to read and interpret documents such as procedure manuals general business correspondence and/or journals or government regulations.
- Ability to read analyze and interpret financial reports and/or legal documents.
- Ability to write simple-to-business correspondence and routine reports.
- Ability to effectively present information in one-on-one and small group situations to customers clients and other employees in the organization.
- Ability to speak effectively present information and respond to questions from groups of clients customers employees managers top management boards of directors and the general public.
Education and/or Experience
- HS Diploma/GED and
- One year experience as a financial advisor.
Computer Skills
- MS Office programs
Certificates Licenses Registrations
- Series 7 and 63 license
Other Qualifications (including physical requirements)
- Ability to handle a high-stress environment.
- Must display professional conduct and appearance.
- Maintain client privacy and keep highly sensitive data confidential.
- Must have excellent PC knowledge-proficiency with MS Office programs such as Excel and Word.
- Must have excellent oral and written communication skills.
Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a persons race color religion sex ancestry sexual orientation gender identity national origin covered veterans military status physical or mental disability or any other legally protected classifications.
Required Experience:
Unclear Seniority
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
For more than 100 years, Simmons Bank has worked hard to help make our customers’ dreams come true - like buying a home, starting a business or simply having the ability to manage your money safely and securely, anywhere you happen to be.
