Wealth Advisor: Client Planning & Growth

First Mid Bank & Trust; Columbia Township (MO); Vor Ort; USD 150.000 - 250.000; Vollzeit

Benefits dieser Stelle

Paid time off

Tuition reimbursement

401(k) with company match

Comprehensive healthcare

Employee Stock Purchase Plan

Zusammenfassung

A regional financial institution in Columbia, MO is seeking experienced financial advisors to manage a client book and provide tailored financial planning solutions. Candidates should have at least 4 years in wealth management and must hold FINRA licenses. Strong verbal communication skills and proficiency in digital tools are essential for success in this client-focused role. Benefits include comprehensive healthcare and tuition reimbursement, making it an attractive opportunity for career growth.

Qualifikationen

• Minimum 4 years sales experience in wealth management and investment services.
• Must possess FINRA Series 7 and Series 66 and Life & Health licenses.
• Previous trailing-12 production minimum of $150,000.

Aufgaben

• Manage a client book by providing ongoing guidance.
• Engage in relationship management across business lines.
• Provide leadership in community activities.

Kenntnisse

Verbal and interpersonal communication skills

Motivated self-starter

Knowledge of financial markets

Proficiency with Microsoft Office Suite

Ausbildung

Bachelor's degree

Master's degree or related professional certification

Tools

MoneyGuidePro

Client data aggregation tools

Jobbeschreibung

A regional financial institution in Columbia, MO is seeking experienced financial advisors to manage a client book and provide tailored financial planning solutions. Candidates should have at least 4 years in wealth management and must hold FINRA licenses. Strong verbal communication skills and proficiency in digital tools are essential for success in this client-focused role. Benefits include comprehensive healthcare and tuition reimbursement, making it an attractive opportunity for career growth.