Wealth Advisor: Client Planning & Growth

First Mid Bank & Trust; Columbia Township (MO); On-site; USD 150,000 - 250,000; Full time

Benefits offered by this job

Paid time off

Tuition reimbursement

401(k) with company match

Comprehensive healthcare

Employee Stock Purchase Plan

Job summary

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.

Qualifications

• 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.

Responsibilities

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

Skills

Verbal and interpersonal communication skills

Motivated self-starter

Knowledge of financial markets

Proficiency with Microsoft Office Suite

Education

Bachelor's degree

Master's degree or related professional certification

Tools

MoneyGuidePro

Client data aggregation tools

Job description

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.