Wealth Management & Investment Advisor

First Mid; Columbia Township (MO); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Comprehensive healthcare

Paid family leave

Tuition reimbursement

401K plan with company match

Banking perks

Tuition reimbursement

Employee Stock Purchase Plan

401K with company match

Job summary

A financial services firm in Columbia, MO is seeking a Wealth Management & Investment Advisor. The role involves managing client relationships, providing financial guidance, and collaborating across business lines. Ideal candidates will have 4+ years in wealth management and relevant licenses. The position offers a competitive salary and additional compensation through bonuses.

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.
• Previous trailing-12 production minimum of $150,000.
• Previous trailing-12 production minimum of $150,000 and assets under management of $25,000,000 strongly preferred

Responsibilities

• Manage a client book of business and provide ongoing guidance.
• Foster relationship management across all business lines.
• Represent the company in key community activities.
• Exhibit strong working knowledge of economic and financial planning principles, estate planning, and the financial markets
• Performs related duties as assigned

Skills

Verbal communication skills

Interpersonal communication skills

Self-starter

Microsoft Office Suite proficiency

Financial market knowledge

Education

Bachelor’s degree

Master’s degree or related professional certification

FINRA Series 7

FINRA Series 66

Life & Health licenses

Tools

MoneyGuidePro

MS Office

Job description

Overview

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

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. 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.

At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as 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.

Responsibilities

• 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

Job Details

• Seniority level: Mid-Senior level


• Employment type: Full-time


• Job function: Finance and Sales

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