Strategic Wealth Relationship Advisor

First State Community Bank; Farmington (MO); On-site; USD 50,000 - 70,000; Full time

Job summary

First State Community Bank is seeking a Client Relationship Advisor in Farmington, MO. This full-time position involves proactively engaging clients, delivering personalized financial plans, and ensuring adherence to compliance requirements.

The ideal candidate will have a bachelor's degree in finance or related, 2–5 years in financial services, and strong communication skills. A commitment to client satisfaction and operational excellence is essential.

Qualifications

• Bachelor’s degree in Finance, Business, or related field preferred.
• 2–5 years of experience in financial services, banking, or wealth management preferred.
• Strong knowledge of financial planning principles, investment products, and wealth management services.
• Clear and confident communication skills, with the ability to simplify complex financial concepts.
• Strong organizational and time management skills with the ability to manage multiple client relationships independently.

Responsibilities

• Engage assigned clients through various communication channels to ensure quality interactions.
• Develop and present personalized financial plans aligned with client goals.
• Identify opportunities to consolidate external assets onto the bank’s platform.
• Ensure adherence to regulatory and policy requirements in service delivery.

Job description

First State Community Bank is seeking a Client Relationship Advisor in Farmington, MO. This full-time position involves proactively engaging clients, delivering personalized financial plans, and ensuring adherence to compliance requirements.

The ideal candidate will have a bachelor's degree in finance or related, 2–5 years in financial services, and strong communication skills. A commitment to client satisfaction and operational excellence is essential.