Financial Advisor Wealth

gpac; Wichita (KS); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Healthcare coverage

Competitive benefits package

ESOP for you

Job summary

gpac is seeking a Financial Planner for a community bank in Central Kansas to grow its wealth management practice. The advisor will manage client wealth, insurance, and trust services while developing strong client relationships and collaborating with teammates to grow AUM and cross-sell banking solutions.

The role favors candidates with CFP designation or progress toward that credential, a finance-related degree, and FINRA licenses.

Qualifications

• Bachelor's degree in finance, banking, or related field preferred.
• CFP designation preferred.
• FINRA Series 7 and 66 or Series 7/63/65 with appropriate state licenses.
• Knowledge of Trust, 401(k)s, ESOPs, and retirement accounts.
• Ability to build and nurture client relationships and cross-sell services.

Responsibilities

• Develop and maintain relationships with bank clients.
• Manage client wealth, insurance, and trust services.
• Collaborate with and train a newer Financial Advisor to ensure portfolio growth.

Skills

Relationship building

Wealth management

Client trust

Sales

Education

Bachelor's degree

CFP designation

FINRA 7/66 licenses

Insurance licenses

Tools

Microsoft Office

Fiserv

Infinex

Job description

Financial Advisor Wealth and Trust

I am pleased to be called upon by a community bank in the area that trusts my vetting capabilities on both sides! I hope to find a win-win-win situation for this repeat client that is confidentially seeking to increase its presence in Central Kansas on the Wealth side! The ideal financial advisor has experience in the industry, a proven ablity to win the trust of clients for the right reasons. Understanding the value you bring for the security of another's financial well-being drives the ideal person for this financial advising slot.

Great family and team-friendly culture.

This bank provides a great place to hang your shield with a secure environment for you and your customers. This bank utilizes Microsoft Office, of course as well as Fiserv and Infinex. They are going on $100MM in AUM and looking to grow! Are you their next Officer?

Financial Planner Opportunity in Financial Services! Our client, a leading firm in the financial services and banking sector, is seeking a skilled Financial Planner to join their team. This role offers a unique chance to build and nurture client relationships by managing wealth, insurance, and trust needs. This opportunity is ideal for candidates who hold a 2- or 4-year degree in finance, banking, or insurance, with a Certified Financial Planner (CFP) designation preferred. You will play a pivotal role in helping clients secure their financial futures while working alongside a seasoned professional who is planning retirement in the next five years. Our client is interested in acquiring a book of insurance business and combining it with your portfolio to foster growth and continuity.

Key Responsibilities

• Develop and maintain strong relationships with bank clients
• Manage client wealth, insurance, and trust services
• Collaborate with and train a newer Financial Advisor to ensure seamless service and portfolio growth

Benefits

• Comprehensive healthcare coverage through United Healthcare
• Very competitive benefits package

If you are a proactive Financial Planner looking to expand your career in a supportive environment with growth potential, we want to hear from you! Connect with us today to explore this exciting opportunity and schedule a conversation.

Compensation

• competitive for community banking in the area
• Great culture: has your back and wants to set you up for success!
• Long tenure
• Health and fringe benefits package
• Strong base for experienced Financial Representative as well as commissions/bonuses based on new AUM
• Introductions to get you started
• ESOP for YOU

Requirements

• Bachelors desired OR a minimum of 3-5 years of success as a Financial Advisor in this KS market
• CFA, CFP, or FINRA Series 7 and 66 or Series 7, 63 and 65, and appropriate State insurance licenses.
• Experience with all or most of:Trust, Trust Administation, 401Ks, SIMPLE IRAs, ESOPs, self-directed IRAs, HSAs and 529 Plans
• Capacity and drive to understand and recommend appropriate banking services that could benefit your customers overall financial portfolios
• Positive image and involvement in the community
• Ability to collaborate with all walks of life and different people involved with the upkeep of a person's estate, planning, etc.