Senior Wealth Planning Advisor

Arvest Bank; Rogers (AR); On-site; USD 63,000 - 78,000; Full time

Job summary

Arvest Wealth Management in Rogers, AR, seeks a Senior Personal Advisor to proactively generate opportunities and service non-FDIC investments for a diverse client base. The role requires strong financial planning and investment analysis skills within a fiduciary framework.

The Senior Personal Advisor will manage a book of 300–500 households with up to $50 million in assets under management, actively contacting prospects and clients to sell financial planning services and retain accounts.

Qualifications

• 3 years of successful financial planning analysis and building financial plans/investment planning experience.
• Proficient in using Monte Carlo analysis for needs-based planning.
• Associate degree requirement may be substituted with relevant experience.
• Relevant military experience for veterans may be considered.

Responsibilities

• Proactively contact prospects and existing households to sell financial planning services.
• Provide consulting recommendations to manage AWM accounts.
• Provide proficient financial planning and retirement planning services to clients.
• Maintain knowledge of financial products to advise on IRA, brokerage, insurance, and trust services.
• Review clients' financial situations to tailor suitable services and solutions.
• Present financial plans for client review and explain all plan details.
• Assist clients with applications for financial products per internal policies.
• Cross-sell by referring clients to Arvest Bank for additional services.
• Maintain regulatory licenses (FINRA/SEC) and comply with policies.

Skills

Financial planning

Investment analysis

Client relationship management

Education

Associate degree or equivalent experience

Job description

Arvest Wealth Management in Rogers, AR, seeks a Senior Personal Advisor to proactively generate opportunities and service non-FDIC investments for a diverse client base. The role requires strong financial planning and investment analysis skills within a fiduciary framework.

The Senior Personal Advisor will manage a book of 300–500 households with up to $50 million in assets under management, actively contacting prospects and clients to sell financial planning services and retain accounts.