Senior Private Wealth Strategist

2 months ago

Jonesboro, United States Simmons Bank Full time
It's fun to work in a company where people truly BELIEVE in what they're doing

We're committed to bringing passion and customer focus to the business.

  • This position ensures that Private Wealth accounts will be administered appropriately. Also, works closely with clients, their professional advisors, and their account's portfolio manager.
  • Essential Duties and Responsibilities
    • Maintains a high level of contact with major client relationships.
    • Medium to high level of complexity for the majority of accounts administered
    • Administers assigned accounts and works with portfolio managers to ensure that asset allocations and the frequency of review meetings are appropriate for major client relationships
    • Works with other bankers and professionals, in the legal and accounting fields, to develop new trust and investment management clients.
    • Ensures that the appropriate accountings are provided to necessary parties.
    • If in a Team Lead role, responsible for all supervisory duties of assigned associates to include hiring, performance management, salary recommendations, training of new associates and skill development of all staff.
    • Assists in budget preparation
    • Participates in civic, community, banking, trust, and legal organizations.
    • Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
    • Performs other duties and responsibilities as assigned.
    Qualifications

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

    Skills
    • Ability to read and comprehend simple instructions, short correspondence, and memos.
    • Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals, or government regulations.
    • Ability to read, analyze and interpret financial reports and/or legal documents.
    • Ability to write simple-to-business correspondence, routine reports, and procedures.
    • Ability to respond, in writing, to customer complaints, regulatory agencies, or members of the business community.
    • Ability to effectively speak and present information in one-on-one and small group situations, to customers, clients, and other employees in the organization.
    Education and/or Experience
    • BS/BA Degree (4 year) from an accredited university/college or
    • Six or more years of experience in wealth management.
    Specialized Training
    • Courses related to investments, financial planning, estate administration, or another trust-related field is helpful.
    Computer Skills
    • MS Word, Excel, and Outlook
    Certificates, Licenses, Registrations
    • None
    Other Qualifications (including physical requirements)
    • Must have good oral and written communication skills.
    • Must have good problem solving skills with the ability to develop creative solutions.
    Other

    Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice.

    Skills Training:
    • Communication, Customer Service, Time Management,


Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications. Simmons First National Corporation and its subsidiaries are committed to Affirmative Action Programs consisting of results-oriented procedures to ensure equal employment opportunities. These programs require positive action in lieu of neutral non-discrimination and merit hiring/performance policies.

  • Senior Business Growth Strategist

    5 days ago

    Jonesboro, Arkansas, United States LHC Group Full time

    About the RoleWe are seeking a highly skilled Director of Business Development to join our team at LHC Group.Key Responsibilities:Develop and execute strategic business growth plans to drive revenue expansion and market share growth.Build and maintain strong relationships with key stakeholders, including healthcare providers, payers, and industry...

  • Housekeeper

    5 months ago

    Jonesboro, United States Five Star Senior Living Full time

    The Opportunity. Housekeepers are a necessary part of our community working to clean and maintain private residences, while ensuring a sanitary and comfortable space for coworkers, residents, and their guests. In addition to cleaning bathrooms, bedro Housekeeper, Hotel, Cleaning

  • Geriatrics Opportunity: Jonesboro, AR

    3 months ago

    Jonesboro, United States Archway Physician Recruitment Full time

    Geriatrics opening in Jonesboro, AR70 miles to Memphis TN; 100 miles to Little Rock, ARService area of 100,000 peopleFull time, permanent opening- Senior Health Clinic physicians typically see 7-8 patients per half clinic day session. - New patient appointments are 40 minutes for the physician. - Established patient visits are 30 minutes. - Acute visits...

  • Caregiver - Jonesboro

    2 days ago

    Jonesboro, United States A First Name Basis Full time

    Job title: Caregiver Reporting to: Care Manager Pay: Starts at $11/hour Urgently Hiring! Day and Night Shifts Weekends and Weekdays We're looking for Bilingual (Spanish and English) Caregivers!!! Are YOU looking to make a difference in someone's life? Join one of the fastest-growing home care companies in the region. A First Name Basis is recognized as...

  • Caregiver - Jonesboro

    14 hours ago

    Jonesboro, Arkansas, United States A First Name Basis Full time

    About the RoleWe are seeking a compassionate and dedicated Caregiver to join our team at A First Name Basis Home Care in Jonesboro. As a Caregiver, you will play a vital role in providing high-quality care and support to our clients, enabling them to live independently and with dignity.Key ResponsibilitiesAiding with activities of daily living, such as...

  • Controller

    3 weeks ago

    Jonesboro, United States RITTER COMMUNICATIONS HOLDINGS, LLC Full time

    Job DescriptionJob DescriptionRitter Communications is the largest privately held telecommunications provider serving exclusively the Mid-South, offering world-class broadband fiber, telecom, video, cloud and data center services. The company has grown rapidly over the years, investing millions recently in technology infrastructure and is now serving 155...

  • Licensed Practical Nurse

    3 months ago

    Jonesboro, United States Jonesboro Nursing and Rehabilitation Center, LLC Full time

    Job DescriptionJob DescriptionJonesboro Nursing & Rehabilitation of Jonesboro, Georgia is seeking to hire a full-time Licensed Practical Nurse (LPN) to provide the highest level of quality care to our patients. Are you committed, trustworthy, fun, and dedicated to providing great care? Do you enjoy building quality relationships with residents and staff as...

  • Strategic Account Representative

    2 weeks ago

    Jonesboro, Arkansas, United States RITTER COMMUNICATIONS HOLDINGS, LLC Full time

    Job OverviewRitter Communications Holdings, LLC has been a leader in the local communications sector for over a century. Established in 1906, we now serve more than 100 communities and over 45,000 customers across multiple states. As the largest privately-held regional provider of broadband fiber, telecom, video, and cloud services in the Mid-South, we are...

  • Revenue Operations Analyst

    2 weeks ago

    Jonesboro, Arkansas, United States RITTER COMMUNICATIONS HOLDINGS, LLC Full time

    Job OverviewRitter Communications Holdings, LLC has been a leader in the local communications sector for over a century. We began our journey by offering telephone services in Northeast Arkansas in 1906. Currently, Ritter Communications serves more than 100 communities and over 45,000 customers across Arkansas, northeast Texas, southeast Missouri, and west...

  • Strategic Account Representative

    2 weeks ago

    Jonesboro, Arkansas, United States RITTER COMMUNICATIONS HOLDINGS, LLC Full time

    Job OverviewRitter Communications Holdings, LLC has been a leader in the regional communications sector for over a century. Originating in Northeast Arkansas in 1906, we now serve more than 100 communities and over 45,000 customers across multiple states, including Arkansas, northeast Texas, southeast Missouri, and west Tennessee. As the largest...

  • Revenue Operations Specialist

    2 weeks ago

    Jonesboro, United States Ritter Communications Full time

    Ritter Communications is the largest privately held telecommunications provider serving exclusively the Mid-South, offering world-class broadband fiber, telecom, video, cloud and data center services. The company has grown rapidly over the years, investing millions recently in technology infrastructure and is now serving 155 communities and more than 57,000...

  • Key Account Rep

    4 weeks ago

    Jonesboro, United States RITTER COMMUNICATIONS HOLDINGS, LLC Full time

    Job DescriptionJob DescriptionRitter Communications has been at the forefront of the local communications industry for more than a century. We began providing telephone service in Northeast Arkansas in 1906. Today, Ritter Communications serves 100+ communities and more than 45,000 customers across Arkansas, northeast Texas, southeast Missouri, and west...

  • Revenue Operations Specialist

    1 month ago

    Jonesboro, United States RITTER COMMUNICATIONS HOLDINGS, LLC Full time

    Job DescriptionJob DescriptionRitter Communications has been at the forefront of the local communications industry for more than a century. We began providing telephone service in Northeast Arkansas in 1906. Today, Ritter Communications serves over 100 communities and more than 45,000 customers across Arkansas, northeast Texas, southeast Missouri, and west...

  • Revenue Operations Specialist

    3 weeks ago

    Jonesboro, United States RITTER COMMUNICATIONS HOLDINGS, LLC Full time

    Job DescriptionJob DescriptionRitter Communications is the largest privately held telecommunications provider serving exclusively the Mid-South, offering world-class broadband fiber, telecom, video, cloud and data center services. The company has grown rapidly over the years, investing millions recently in technology infrastructure and is now serving 155...

  • Revenue Operations Specialist

    3 weeks ago

    Jonesboro, United States Ritter Communications Full time

    Ritter Communications is the largest privately held telecommunications provider serving exclusively the Mid-South, offering world-class broadband fiber, telecom, video, cloud and data center services. The company has grown rapidly over the years, investing millions recently in technology infrastructure and is now serving 155 communities and more than 57,000...

  • Revenue Operations Specialist

    1 month ago

    Jonesboro, United States Ritter Communications Full time

    Ritter Communications has been at the forefront of the local communications industry for more than a century. We began providing telephone service in Northeast Arkansas in 1906. Today, Ritter Communications serves over 100 communities and more than 45,000 customers across Arkansas, northeast Texas, southeast Missouri, and west Tennessee. The company has...

  • AREA DIRECTOR

    4 weeks ago

    Jonesboro, United States Compass Group Careers Full time

    Job DescriptionJob Description Chartwells K12 Position Title: AREA DIRECTOR - K12 FOOD SERVICE - Covering North MS, East AR, SW TN RegionChartwells K12's goal is to make sure students leave the cafeteria happier and healthier than they came in, by serving food kids love to eat and creating custom dining programs. With more than 16,000 associates in 4,500...

  • AREA DIRECTOR

    2 months ago

    Jonesboro, United States Compass Group Careers Full time

    Job DescriptionJob Description Chartwells K12 Position Title: AREA DIRECTOR - K12 FOOD SERVICE - Covering North MS, East AR, SW TN RegionChartwells K12's goal is to make sure students leave the cafeteria happier and healthier than they came in, by serving food kids love to eat and creating custom dining programs. With more than 16,000 associates in 4,500...

  • Family Practice

    1 month ago

    Jonesboro, AR, United States Archway Physician Recruitment Full time

    Geriatrics opening in Jonesboro, AR70 miles to Memphis TN; 100 miles to Little Rock, ARService area of 100,000 peopleFull time, permanent opening- Senior Health Clinic physicians typically see 7-8 patients per half clinic day session. - New patient appointments are 40 minutes for the physician. - Established patient visits are 30 minutes. - Acute visits are...