Senior Wealth Advisor - High-Net-Worth Planning

OakStar Bank; Camdenton (MO); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

401(k) match

Paid time off

Paid holidays

Job summary

OakStar Bank is seeking a Wealth Advisor to develop and implement tailored wealth management strategies for high-net-worth clients. You will analyze investments, optimize tax strategies, and manage risk while building lasting client relationships.

Candidate should possess licenses (Series 7/66 and insurance) with a strong client-service mindset and ability to collaborate across banking teams to expand client portfolios.

Qualifications

• Bachelor’s degree in finance, economics, business administration, or related field preferred.
• Series 7 and 66 (63/65) required; Insurance license required.
• Proven track record of managing client relationships and delivering tailored financial strategies.

Responsibilities

• Build and maintain relationships with high-net-worth clients and tailor wealth management solutions.
• Design and implement customized investment strategies aligned with client objectives and risk tolerance.
• Conduct comprehensive financial assessments, including cash flow analysis and tax strategies.
• Stay informed about market trends, economic conditions, and regulatory changes to provide informed advice.
• Regularly review client portfolios and provide updates and recommendations.
• Educate clients on investment strategies and financial planning concepts.
• Collaborate with internal departments to deliver a full suite of financial services.

Skills

Relationship building

Investment strategy design

Financial analysis

Market awareness

Client education

Cross-functional collaboration

Networking

Education

Bachelor’s degree in finance/economics/business

Tools

Series 7 & 66 licensing

Insurance license

Job description

OakStar Bank is seeking a Wealth Advisor to develop and implement tailored wealth management strategies for high-net-worth clients. You will analyze investments, optimize tax strategies, and manage risk while building lasting client relationships.

Candidate should possess licenses (Series 7/66 and insurance) with a strong client-service mindset and ability to collaborate across banking teams to expand client portfolios.