Private Banking Advisor: Wealth Strategy & Client Growth

Arvest Bank Group; Lowell (AR); On-site; USD 74,000 - 93,000; Full time

Job summary

Arvest Bank Group is seeking a Private Banker to manage a portfolio of private banking clients and deliver wealth management solutions. The role emphasizes building client relationships, cross-selling services, and coordinating with commercial lenders and treasury management to meet client financial goals.

The incumbent will oversee loan products, assess risk, and ensure a high level of customer service while actively engaging in community involvement and adherence to BSA/AML policies.

Qualifications

• Associates degree in accounting, finance or business or equivalent work experience.
• 4 years experience in financial services.
• Completion of CFB 4 training within 6 months.
• Current NMLS SAFE Act Registration or ability to be registered within 30 days.
• Bachelor’s degree preferred.
• Series 7, 66 and insurance license preferred.

Responsibilities

• Analyze and develop wealth management strategies for private banking clients.
• Serve as single point of contact for Private Banking clients.
• Develop quality prospects and COIs through referrals, market research and outreach.
• Demonstrate strategic internal partnerships with lenders, treasury, and wealth management.
• Analyze and develop loan presentations with complete credit analysis for commercial loans.
• Generate a continuous pipeline of new business via the CFB4 process.
• Pursue continuing education related to lending and asset management.
• Foster teamwork and private banking knowledge across branches.

Skills

Client relationship management

Financial analysis

Sales & cross-selling

Communication skills

NMLS licensing

Education

Associates degree in accounting, finance or business or equivalent work experience

Bachelor’s degree preferred

Tools

CFB 4 training

Series 7 & 66 licensing

NMLS registration

Job description

Arvest Bank Group is seeking a Private Banker to manage a portfolio of private banking clients and deliver wealth management solutions. The role emphasizes building client relationships, cross-selling services, and coordinating with commercial lenders and treasury management to meet client financial goals.

The incumbent will oversee loan products, assess risk, and ensure a high level of customer service while actively engaging in community involvement and adherence to BSA/AML policies.