Wealth Advisor for High-Net-Worth Clients

OakStar Bank; Camdenton (MO); On-site; USD 90,000 - 150,000; Full time

Job summary

OakStar Bank is seeking a Wealth Advisor to develop and implement tailored wealth management strategies for high-net-worth clients. You will leverage investment management, tax optimization, and risk management to build long-term relationships and deliver personalized financial solutions.

The role requires deep analytical skills, client-centric focus, and ability to collaborate with commercial, retail, and mortgage banking teams to identify cross-selling opportunities.

Qualifications

• Bachelor's degree in finance, economics, business administration, or related field.
• Minimum of 3 years experience in investment sales, wealth management, financial planning, or related field with high-net-worth clients.
• Licenses: Series 7 and 66; Insurance license.
• Strong analytical ability to interpret financial data, market trends, and investment options.
• Excellent verbal and written communication and client-facing skills.

Responsibilities

• Build and maintain relationships with high-net-worth clients to deliver wealth management solutions.
• Design and implement customized investment strategies aligned with client objectives and risk tolerance.
• Conduct comprehensive financial assessments (cash flow, tax strategies) to optimize outcomes.
• Stay informed on market trends, regulations, and economic conditions to advise clients.
• Regularly review client portfolios and provide updates and recommendations.

Skills

Client relationships

Financial analysis

Communication

Networking

Regulatory compliance

Education

Bachelor's degree in finance/economics/business administration

Series 7 and 66 licenses

Insurance license

Job description

OakStar Bank is seeking a Wealth Advisor to develop and implement tailored wealth management strategies for high-net-worth clients. You will leverage investment management, tax optimization, and risk management to build long-term relationships and deliver personalized financial solutions.

The role requires deep analytical skills, client-centric focus, and ability to collaborate with commercial, retail, and mortgage banking teams to identify cross-selling opportunities.