Wealth Advisor I - Client-Focused Investing & Growth

Simmons Bank; Fenton (MO); On-site; USD 60,000 - 85,000; Full time

Job summary

Simmons Bank is seeking a Wealth Advisor I who analyzes clients' investment objectives and risk tolerances to provide aligned investment advice. The role relies on knowledge of securities, markets, and customer-centric service to help clients meet financial goals.

Ideal candidates maintain industry licenses, communicate clearly, and build trust through accurate recommendations and compliant practices, while supporting growth in a dynamic wealth management environment.

Qualifications

• HS Diploma or GED required.
• Series 7 and 63 licenses required.
• Ability to read and interpret financial documents and reports.
• Strong written and verbal communication skills.
• Ability to present information clearly to clients and groups.
• Willingness to work in a high-stress environment and maintain confidentiality.

Responsibilities

• Acts in the best interest of the client and delivers outstanding service.
• Develops and maintains an increasing client base using market knowledge and sales skills.
• Maintains product knowledge and stays current of market activity and news affecting the markets.
• Ensures compliance with laws, regulations, policies, and written procedures related to securities industry, including training.
• Performs other duties as assigned.

Skills

Communication skills

Reading comprehension

Financial document analysis

Writing skills

Presentation skills

Public speaking

Education

HS Diploma/GED

Series 7 and 63 Licenses

Tools

MS Office

Job description

Simmons Bank is seeking a Wealth Advisor I who analyzes clients' investment objectives and risk tolerances to provide aligned investment advice. The role relies on knowledge of securities, markets, and customer-centric service to help clients meet financial goals.

Ideal candidates maintain industry licenses, communicate clearly, and build trust through accurate recommendations and compliant practices, while supporting growth in a dynamic wealth management environment.