Strategic Private Wealth Advisor

simmonsbank; Franklin (TN); On-site; USD 80,000 - 120,000; Full time

Job summary

Simmons First National Corporation seeks a Private Wealth Administrator to ensure proper administration of Private Wealth accounts and to collaborate with clients, advisors, and portfolio managers. The role emphasizes maintaining major client relationships, accurate reporting, and ongoing trust and investment management activity.

The position requires strong communication, problem-solving, and budgetary skills, with opportunities for leadership, training, and community involvement.

Qualifications

• BS/BA Degree (4 year) from an accredited university/college.
• Six or more years of experience in wealth management.
• Excellent communication and client service skills.

Responsibilities

• Maintains a high level of contact with major client relationships.
• Administers assigned accounts and coordinates with portfolio managers to ensure appropriate asset allocations and review frequency.
• Works with bankers and professionals in legal and accounting fields to develop new trust and investment management clients.
• Ensures that the appropriate accountings are provided to necessary parties.
• If in a Team Lead role, responsible for supervisory duties including hiring, performance management, salary recommendations, training and development.
• Assists in budget preparation.
• Participates in civic, community, banking, trust, and legal organizations.
• Ensures compliance with applicable laws, regulations, policies and procedures including training.
• Performs other duties and responsibilities as assigned.

Skills

Oral and written communication

Customer relations

Problem solving

Time management

Team coordination

Education

BS/BA Degree (4 year) from an accredited university/college

Job description

Simmons First National Corporation seeks a Private Wealth Administrator to ensure proper administration of Private Wealth accounts and to collaborate with clients, advisors, and portfolio managers. The role emphasizes maintaining major client relationships, accurate reporting, and ongoing trust and investment management activity.

The position requires strong communication, problem-solving, and budgetary skills, with opportunities for leadership, training, and community involvement.