Wealth Management & Investment Advisor

First Mid; Clayton (MO); On-site; USD 70,000 - 108,000; Full time

Benefits offered by this job

Comprehensive healthcare

Paid family leave

Tuition reimbursement

401K plan with company match

Job summary

A leading company in wealth management is seeking a Wealth Management & Investment Advisor to cultivate client relationships and provide comprehensive financial management. The ideal candidate will have a strong background in sales within the investment services industry and hold necessary licenses. Responsibilities include managing client portfolios, providing financial advice, and representing the firm in community activities.

Qualifications

• Minimum 4 years sales experience in the wealth management and investment services industry.
• Must possess FINRA Series 7 and Series 66 and Life & Health licenses.

Responsibilities

• Manage a client book of business, offering appropriate services and solutions.
• Represent First Mid in community activities and business development.
• Provide ongoing guidance and monitoring to develop long-lasting client relationships.

Skills

Communication

Sales

Client Relationship Management

Financial Planning

Education

Bachelor’s degree

Master’s degree or related professional certification

Tools

Microsoft Office Suite

MoneyGuidePro

Job description

Join to apply for the Wealth Management & Investment Advisor role at First Mid

1 week ago Be among the first 25 applicants

Join to apply for the Wealth Management & Investment Advisor role at First Mid

Direct message the job poster from First Mid

SVP, Director of Human Resources and Training

At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e., bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements.

At First Mid Wealth Management, we are committed to always doing what is best for our clients and providing tangible value through financial planning and engagement. Because we are part of First Mid Bancshares, Inc., collaboration, and relationship management across business lines is engrained in our culture and is a key part of our financial advisors’ and clients’ success. First Mid financial advisors help our client each and everyday plan for what’s most important to them and help them reach their dreams and financial goal. We are currently looking for experienced financial advisors looking to grow their career, who share similar values and are eager to make a difference in our client’s financial lives.

Responsibilities include, but are not limited to:

• Manage a client book of business by helping them plan for what’s important to them, recommending services and solutions that are most appropriate to meet their client’s needs, and providing ongoing guidance and monitoring to develop a long-lasting relationship
• Proactively engage and foster First Mid’s culture of embracing relationship management across all business lines to provide complete financial management for our 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
  
  

Qualifications

Education/Experience:

• 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
• Must possess FINRA Series 7 and Series 66 and Life & Health licenses with no negative marks on your CRD/U4
• Previous trailing-12 production minimum of $150,000 and assets under management of $25,000,000 strongly preferred
  
  

Skills:

• Possess superb verbal and interpersonal communication skills to interact in a positive and optimistic way with clients, team members and other bank partners
• Motivated and proactive self-starter with the ability to manage multiple priorities and the desire to grow and achieve results
• Desire to continually learn, stay attuned and improve upon industry trends, financial markets, financial planning and client relationship
• Leverage industry-renowned digital tools offering to enhance your client’s experience, including MoneyGuidePro, client data aggregation and a fully integrated advisor workstation
• Proficiency with Microsoft Office Suite
  
  

First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification.

THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at First Mid by 2x

Get notified about new Wealth Manager jobs in Clayton, MO.

St Louis, MO $70,000.00-$108,000.00 3 days ago

St Louis, MO $49,000.00-$52,000.00 2 weeks ago

Des Peres, MO $60,000.00-$200,000.00 8 months ago

Ladue, MO $99,300.00-$132,400.00 3 days ago

Relationship Manager I - Business Banking

Private Wealth Management Relationship Specialist

Clayton, MO $46,750.00-$57,270.00 1 month ago

St Charles, MO $80,000.00-$100,000.00 1 week ago

Relationship Manager I - Business Banking

St Louis, MO $70,000.00-$75,000.00 1 week ago

St Louis, MO $70,000.00-$75,000.00 2 weeks ago

Warson Woods, MO $68,900.00-$73,300.00 1 week ago

Private Banking Strategist- High Net Worth

St Louis, MO $99,200.00-$168,900.00 2 weeks ago

College Financial Representative, Internship Program

College Financial Representative, Internship Program

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.