Wealth Advisor - Wichita

RCB Bank; Claremore (OK); On-site; USD 80,000 - 110,000; Full time

Job summary

RCB Bank in Claremore, Oklahoma seeks a Relationship Manager to serve as a trusted advisor for a book of business, focusing on investment management and IRA accounts. You will be the primary contact for a client group, driving growth and retention while coordinating with Wealth Advisors and lenders to enhance the client experience.

You will maintain client communications, align planning with risk tolerance, and help develop tailored financial solutions.

Qualifications

• High school diploma or GED required.
• Finance/banking knowledge and client needs analysis are essential.
• Experience in trust administration, investment, or advisory services is preferred.

Responsibilities

• Represent the organization and the department, guiding clients to meet financial goals.
• Develop new business and expand existing accounts to achieve annual goals.
• Cross-sell services including deposits, cash management, loans, and mortgages.
• Coordinate client communications and ensure high quality client experience.
• Provide investment expertise to staff, clients, and centers of influence.
• Administer investment, IRA, endowment, and custody accounts per applicable rules.

Skills

Communication

Trust and banking knowledge

Community involvement

Sales process understanding

Education

High school diploma or GED

Associate or bachelor degree in finance, business, economics, or applicable degree area

Professional designation (CFA/ CFP)

Job description

This job was posted by https://www.kansasworks.com : For more information, please see: https://www.kansasworks.com/jobs/13654168

At RCB Bank, we believe that every role within our organization plays a critical part in delivering exceptional service to our customers and communities. The jobs we offer reflect our commitment to building strong, meaningful relationships and maintaining the highest standards of integrity, professionalism, and customer care. We are dedicated to fostering a culture where every team member understands their purpose and impact on our mission to serve the financial needs of our customers while contributing to the economic vitality of the communities we call home.

RCB Bank is committed to creating an outstanding experience for our customers in every single interaction, and we desire to differentiate RCB Bank from the competition through exceptional standards of service. All employees, whether in person, on the phone, through email, or online, are expected to conduct themselves with the utmost level of professionalism and customer service while adhering to the RCB Bank standards of service: Integrity, Reputation, Professional, Empowered, Welcome, Ownership, Action, Responsive, Relational, and Excel.

Job Overview

What were looking for:**Someone to serve as a Relationship Manager and trusted advisor who sells and services a book (usually Investment Management and IRA Accounts) of business. Someone to serve as the primary contact person for a group of clients within the Department and to develop new business by following up on referrals and sourcing new clients. Someone to maintain communications with clients, to have an appropriate knowledge of the clients financial planning and investment objectives, and to assure client objectives are maintained and implemented. Someone to be accountable for the growth and retention of their portfolio of client relationships and the delivery of services to that portfolio of clients.

What Would Make You a Great Fit

• You can communicate ideas/knowledge in a convincing way that gets results.
• You can maximize your unique talents and knowledge and demonstrate engaged performance.
• You possess knowledge of trust and the banking industry, technology, banking products, the sales process, and the business environment.
• You care about your community and have a desire to be involved.

What Youll Do

Represent the organization and the department. Provide guidance and expertise to clients in meeting their financial needs and assisting them with clarifying, and then developing a plan to meet their financial planning goals. Manage client portfolios to assure conformity with client risk tolerance and goals.

• Develop new business and additions to existing accounts to meet annual financial goals. Work in collaboration with other Wealth Advisors, Retail Market Managers, Commercial Lenders, and other organization contacts.
• Develop new business by contacting centers of influence (COIs), prospects, and clients. Cross-sell services including: DDA and savings accounts, cash management/deposit services, commercial loan services, and home mortgage loans.
• Manage the client relationship for accounts developed or assigned.
• Coordinate client communications and work closely with department employees on administrative, operational and investment issues to ensure the quality of the client experience. Monitor client satisfaction to maximize retention and increase sales opportunities.
• Provide technical planning and investment expertise to department staff, organization employees, clients, and centers of influence.
• Use expertise to assist other Department officers in resolving client issues and complaints. Foster client goodwill to Department clients and non-Department organization clients by providing guidance and resourc s on financial planning and investment issues.
• Administer investment management, IRA, endowment, and custody accounts in accordance with all applicable rules and regulations, including without limitation Department and Board charter and directives, FDIC standards, the Prudent Investor Act, and the Uniform Principal and Income Act.

What You Must Have

• High school diploma or GED
• Trust and/or Investment business development capabilities/experience
• Ability to understand investments and trust services
• Experience in trust administration, trust investment, or financial advisory services

What Might Set You Apart

• Associate or bachelors degree in finance, business, economics, or applicable degree area
• Professional designation, such as CFA, CFP, etc.
• Knowledge of Trust regulations, compliance and other legal matters
• What you can expect:**Individuals in this position must be able to

Perform Essential Functions And Physical Demands Within These Documented working conditions with or without reasonable accommodation.

This position is in an office environment within a climate-controlled facility that can be high-traffic during peak s