Wealth Advisor I: Dynamic Client Investment Guidance

Simmons Bank; Memphis (TN); On-site; USD 60,000 - 85,000; Full time

Job summary

Simmons Bank in Memphis, TN, seeks a Wealth Advisor I to analyze clients' investment objectives and risk tolerances, providing tailored investment advice aligned with those goals. The advisor applies securities industry knowledge to recommend sound strategies and maintain client trust.

The role requires Series 7 and 63 licenses, strong communication, and a commitment to compliance. Join a team focused on growth, service, and professional development within a respected regional bank.

Qualifications

• HS Diploma/GED with at least 1 year experience as a financial advisor.
• Ability to handle a high-stress environment.
• Must display professional conduct and appearance.

Responsibilities

• Acts in the best interest of the client and delivers outstanding service.
• Develops and maintains an increasing client base by using well-developed market knowledge, strategies, and sales skills.
• Maintains product knowledge and stays current of market activity and news affecting the markets.
• Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and SFIG written procedures related to the securities industry, including completion of required compliance training.
• Performs other duties and responsibilities as assigned.

Skills

Client service

Communication skills

Reading/comprehension

Public speaking

MS Office proficiency

Education

HS Diploma/GED

Tools

MS Office

Series 7 license

Series 63 license

Job description

Simmons Bank in Memphis, TN, seeks a Wealth Advisor I to analyze clients' investment objectives and risk tolerances, providing tailored investment advice aligned with those goals. The advisor applies securities industry knowledge to recommend sound strategies and maintain client trust.

The role requires Series 7 and 63 licenses, strong communication, and a commitment to compliance. Join a team focused on growth, service, and professional development within a respected regional bank.