Wealth Advisor: Client-Focused Investment Guidance

Simmons Bank; St. Louis (MO); On-site; USD 52,000 - 76,000; Full time

Job summary

Simmons First National Corporation is seeking a Wealth Advisor I to analyze client objectives, assess risk tolerances, and provide tailored investment advice. The role leverages securities industry knowledge and market strategies to guide clients and build a strong base of relationships.

The position emphasizes client service, regulatory compliance, and ongoing market awareness to deliver suitable investment recommendations and maintain professional standards.

Qualifications

• HS Diploma or GED required.
• At least 1 year of experience as a financial advisor.
• Series 7 and 63 licenses required.
• Proficiency with MS Office software.

Responsibilities

• Acts in the best interest of the client and delivers outstanding service.
• Develops and maintains an increasing client base using market knowledge and sales skills.
• Maintains product knowledge and stays current with market activity and news.
• Ensures compliance with laws, regulations, policies, and procedures related to the securities industry.
• Performs other duties as assigned.

Skills

Reading Comprehension

Document Interpretation

Financial Analysis

Written Communication

Presentation Skills

Public Speaking

Education

HS Diploma/GED

1+ year as financial advisor

Tools

MS Office

Job description

Simmons First National Corporation is seeking a Wealth Advisor I to analyze client objectives, assess risk tolerances, and provide tailored investment advice. The role leverages securities industry knowledge and market strategies to guide clients and build a strong base of relationships.

The position emphasizes client service, regulatory compliance, and ongoing market awareness to deliver suitable investment recommendations and maintain professional standards.