Elite Private Wealth Planner

MidFirst Bank; Oklahoma City (OK); On-site; USD 90,000 - 150,000; Full time

Job summary

MidFirst Bank seeks an experienced Wealth Planner to join our Private Wealth team. You will deliver sophisticated planning to affluent clients, collaborating with Wealth Advisors, Trust Advisors and Portfolio Managers to design plans and support exceptional client service.

The role emphasizes deep client relationships, presentation of financial plans, and contributing to planning processes for ongoing client success.

Qualifications

• Bachelor's degree required and CFP or advanced credentials preferred.
• 3-5+ years drafting and presenting financial plans to clients.
• Proficiency with eMoney or other cash flow planning software required.

Responsibilities

• Create comprehensive financial plans using cash flow planning software.
• Enter, validate, and maintain client data within planning applications.
• Draft planning summaries, recommendations, and client-ready deliverables.

Skills

Analytical skills

Communication skills

Attention to detail

Time management

Client service

Financial planning concepts

Problem-solving

Quantitative skills

Relationship management

Education

Bachelor's degree in Financial Planning, Finance, Economics, Business Administration, or related field

CFP designation or advanced credentials (CPA, JD, LL.M.)

3-5+ years drafting and presenting financial plans

Tools

eMoney

Job description

MidFirst Bank seeks an experienced Wealth Planner to join our Private Wealth team. You will deliver sophisticated planning to affluent clients, collaborating with Wealth Advisors, Trust Advisors and Portfolio Managers to design plans and support exceptional client service.

The role emphasizes deep client relationships, presentation of financial plans, and contributing to planning processes for ongoing client success.