Wealth Management Advisor: Client Growth & Planning

First Mid Bancshares, Inc.; Clayton (MO); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

Comprehensive healthcare

Well-being benefits

Paid family leave

Generous paid time off

Banking perks

Tuition reimbursement

Employee Stock Purchase Plan

401K with company match

Job summary

First Mid Wealth Management in Clayton, MO seeks an experienced financial advisor to manage client relationships and provide comprehensive wealth planning. You will deliver guidance across banking lines, help clients reach their financial goals, and grow a trusted practice.

Requirements include FINRA Series 7 and 66, Life & Health licenses, a Bachelor's degree (Master's or related certification a plus), and a prior trailing-12 production of $150k with $25M AUM.

Qualifications

• Minimum 4 years sales experience in the wealth management and investment services industry.
• Bachelor’s degree strongly preferred; Master’s degree or related professional certification a plus.
• FINRA Series 7 and Series 66 and Life & Health licenses with no negative marks on CRD/U4.
• Trailing-12 production minimum of $150,000 and assets under management of $25,000,000 strongly preferred.

Responsibilities

• Manage a client book of business by helping them plan for what’s important to them, recommending services and solutions that meet their needs, and providing ongoing guidance to develop a long-lasting relationship.
• Proactively engage and foster First Mid’s culture of relationship management across all business lines to provide complete financial management for clients.
• Represent First Mid and provide leadership in key community activities, committees and business development.
• Exhibit strong working knowledge of economic and financial planning principles, estate planning, and the financial markets.
• Performs related duties as assigned.

Skills

Verbal & interpersonal

Self-starter

Multi-priority management

Financial markets knowledge

Industry trends learning

MS Office proficiency

MoneyGuidePro experience

Education

Bachelor's degree

Master's degree or related certification a plus

Tools

MoneyGuidePro

Microsoft Office Suite

Job description

First Mid Wealth Management in Clayton, MO seeks an experienced financial advisor to manage client relationships and provide comprehensive wealth planning. You will deliver guidance across banking lines, help clients reach their financial goals, and grow a trusted practice.

Requirements include FINRA Series 7 and 66, Life & Health licenses, a Bachelor's degree (Master's or related certification a plus), and a prior trailing-12 production of $150k with $25M AUM.