Wealth Advisor: Client Growth & Strategic Investing

First Mid; Clayton (MO); On-site; USD 70,000 - 108,000; Full time

Benefits offered by this job

Comprehensive healthcare

Paid family leave

Tuition reimbursement

401K plan with company match

Job summary

A leading company in wealth management is seeking a Wealth Management & Investment Advisor to cultivate client relationships and provide comprehensive financial management. The ideal candidate will have a strong background in sales within the investment services industry and hold necessary licenses. Responsibilities include managing client portfolios, providing financial advice, and representing the firm in community activities.

Qualifications

• Minimum 4 years sales experience in the wealth management and investment services industry.
• Must possess FINRA Series 7 and Series 66 and Life & Health licenses.

Responsibilities

• Manage a client book of business, offering appropriate services and solutions.
• Represent First Mid in community activities and business development.
• Provide ongoing guidance and monitoring to develop long-lasting client relationships.

Skills

Communication

Sales

Client Relationship Management

Financial Planning

Education

Bachelor’s degree

Master’s degree or related professional certification

Tools

Microsoft Office Suite

MoneyGuidePro

Job description

A leading company in wealth management is seeking a Wealth Management & Investment Advisor to cultivate client relationships and provide comprehensive financial management. The ideal candidate will have a strong background in sales within the investment services industry and hold necessary licenses. Responsibilities include managing client portfolios, providing financial advice, and representing the firm in community activities.