Associate Wealth Advisor

Colonial Group; Hutchinson (KS); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental plan

Vision plan

401(k)

Paid holidays

Vacation and PTO

ESOP

Job summary

RCB Bank is seeking an intermediate-level Relationship Manager within the Trust & Wealth Management department to administer and retain a portfolio of client relationships. The role focuses on smaller, less complex accounts, including investment management and IRA relationships, while developing for advancement.

You will deliver fiduciary services, ensure client satisfaction, and participate in business development activities as needed, with support from more senior advisors.

Qualifications

• Three (3) years of customer service experience.
• Previous investment experience.
• Commitment to ongoing learning in wealth management.
• Bachelor’s degree in finance, business, or related field preferred.

Responsibilities

• Manage a portfolio of client relationships, aligning with risk tolerance and objectives.
• Serve as primary contact for assigned clients to ensure high-quality experience.
• Administer investment management, IRA, endowment, and custody accounts in fiduciary compliance.
• Conduct proactive client outreach via calls, emails, and meetings.
• Perform periodic account reviews and document client objectives and allocations.
• Monitor client satisfaction and identify opportunities to deepen relationships.

Skills

Relationship management

Customer service

Investment knowledge

Communication

Organizational skills

Education

Bachelor’s degree (preferred)

High school diploma or GED

Tools

CRM software

Job description

Internal Deadline: 10/14/2026

At RCB Bank, we believe that every role within our organization plays a critical part in delivering exceptional service to our customers and communities. The jobs we offer reflect our commitment to building strong, meaningful relationships and maintaining the highest standards of integrity, professionalism, and customer care. We are dedicated to fostering a culture where every team member understands their purpose and impact on our mission to serve the financial needs of our customers while contributing to the economic vitality of the communities we call home.

RCB Bank is committed to creating an outstanding experience for our customers in every single interaction, and we desire to differentiate RCB Bank from the competition through exceptional standards of service. All employees, whether in person, on the phone, through email, or online are expected to conduct themselves with the utmost level of professionalism and customer service while adhering to the RCB Bank standards of service: Integrity, Reputation, Professional, Empowered, Welcome, Ownership, Action, Responsive, Relational, and Excel.

What we’re looking for:

Someone to serve as an intermediate-level relationship manager within the Trust & Wealth Management department, responsible for administering and retaining a portfolio of client relationships. Someone to function as an apprentice advisor, managing primarily smaller and less complex accounts—including investment management and IRA relationships—while developing the skills, knowledge, and experience necessary for advancement. Someone accountable for delivering high-quality fiduciary services, ensuring client satisfaction, and maintaining strong client retention. This role may support more senior advisors on larger, more complex relationships and is encouraged to participate in business development activities, though consistent production is not required.

What would make you a great fit:

• You have a strong understanding of investment principles, financial markets, and the fundamentals of relationship-based sales.
• You possess excellent interpersonal and relationship management skills, with the ability to communicate effectively with clients and colleagues.
• You are highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
• You have knowledge of investment regulations, compliance requirements, and fiduciary standards.

• You care about your community and have a desire to be involved.

What you’ll do:

• Manage a portfolio of client relationships, ensuring alignment with client risk tolerance, financial objectives, and long-term goals.
• Serve as the primary point of contact for assigned clients, delivering a seamless, high-quality client experience and fostering long-term relationships.
• Administer investment management, IRA, endowment, and custody accounts in compliance with fiduciary standards, regulations, and internal policies.
• Conduct regular client outreach through phone calls, emails, written correspondence, and in-person meetings to address needs and provide proactive service.
• Complete periodic account reviews, including investment allocation oversight, to ensure alignment with client objectives and accurate documentation.
• Monitor client satisfaction, resolve concerns, and identify opportunities to deepen relationships and generate referrals.
• Partner with internal teams and centers of influence to support client needs and contribute to business development efforts.
• Represent the bank in the community through networking, service organizations, and community involvement activities.

What you must have:

• High school diploma or GED
• Minimum three (3) years of customer service experience
• Previous investment experience
• A commitment to ongoing learning and professional development within the wealth management industry

What might set you apart:

• Bachelor's degree in finance, business, accounting, or a related field
• Progress toward, or interest in pursuing, professional designations and/or additional industry licenses
• Previous exposure to fiduciary, trust, retirement, or investment account administration

What you get:

A fun, challenging work environment with an emphasis on family, community, and technology. RCB Bank is also committed to ensuring the health and general wellbeing of all employees by providing a wide variety of competitive benefit programs that help you achieve the best fit for your family’s needs, including the following (subject to eligibility):

• Medical Plan
• Prescription Drug Plan
• Teladoc
• Dental Plan
• Vision Plan
• Flexible Spending Accounts (Healthcare & Dependent Care)
• Life and AD&D Insurance
• Disability Plans
• Life Assistance Plan (EAP)
• Multiple Supplemental Plans
• Sick Leave
• Paid Federal Holidays
• Vacation and PTO
• 401(k)
• ESOP

What you can expect:

Individuals in this position must be able to perform essential functions and physical demands within these documented working conditions with or without reasonable accommodation.

This position is in an office environment within a climate-controlled facility that can be high-traffic during peak service times. There is frequent use of the telephone, computer and other office equipment associated with this position. Individuals in this position are typically seated at their personal desk for most of the day.

The individual responsible for this role must be able to perform job functions with indirect supervision and work effectively as a member of a team and independently. The individual must be capable of working harmoniously with co-workers, staff, and customers. This position requires regular and reliable attendance and the ability to work varying hours.

What you might want to know about RCB Bank:

RCB Bank has been a responsible employer since 1936, standing firm on moral and ethical principles as a bank and as an employer while fulfilling our commitment to excellence. Operating with values such as integrity, respect, sincerity, and honor,

RCB Bank is an equal opportunity employer, striving to hire employees who meet high standards of character, education and occupational qualifications.

Our employees are living, working, volunteering, and giving back in the communities we serve—they are the reason our customers love banking with us! To be an RCB Bank employee is to identify the needs of our customers and our communities and to build relationships that create opportunities to meet those needs. Without the dedication of our caring, principled leaders and employees, RCB Bank could not serve as a responsible citizen of the communities we serve or provide high-quality customer service. RCB Bank is dedicated to building Relationships, contributing to our Communities, and embracing our Boldness!

RCB Bank was established in Claremore, OK, and has since grown to over $4.1 billion in total assets and over 750 employees. Our branch network covers more than 60 locations across Oklahoma and Kansas. The purpose of RCB Bank is to meet the financial needs of our communities, its businesses, and its customers. RCB Bank is a progressive bank with a commitment to each of the communities we are in, which is why so many people say, "that's my bank!"