Wealth Advisor: Client Growth & Planning Expert

First Mid Bancshares, Inc.; Columbia Township (MO); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Healthcare benefits

Paid time off

401(k) with company match

Employee Stock Purchase Plan

Job summary

First Mid Bancshares, Inc. is seeking experienced financial advisors for its wealth management division. You will manage client relationships, plan financial strategies, and provide ongoing guidance across services that fit client needs.

The ideal candidate has 4+ years in wealth management sales, a Bachelor’s degree (Master’s preferred), and FINRA Series 7 & 66 with Life & Health licenses, plus a track record of strong production and assets under management.

Qualifications

• Minimum 4 years sales experience in wealth management/investment services.
• Bachelor’s degree strongly preferred; Master’s degree or related certification is a plus.
• FINRA Series 7 and Series 66 and Life & Health licenses required with no negative marks on CRD/U4.
• Trailing-12 production minimum of $150,000 and AUM of $25,000,000 strongly preferred.

Responsibilities

• Manage a client book by planning and recommending services to meet client needs.
• Engage across First Mid lines to provide comprehensive financial management.
• Represent First Mid in community activities and business development.
• Demonstrate knowledge of economic and financial planning principles and markets.

Skills

Sales experience

Communication skills

Financial planning

Relationship management

Education

Bachelor's degree

Tools

MoneyGuidePro

CRD/U4 compliance tools

Job description

First Mid Bancshares, Inc. is seeking experienced financial advisors for its wealth management division. You will manage client relationships, plan financial strategies, and provide ongoing guidance across services that fit client needs.

The ideal candidate has 4+ years in wealth management sales, a Bachelor’s degree (Master’s preferred), and FINRA Series 7 & 66 with Life & Health licenses, plus a track record of strong production and assets under management.