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Wealth Management

2 months ago

Columbia, United States First Mid Bank & Trust Full time
Position: Wealth Management & Investment Advisor Location: Columbia, MO
Job Id: 3683 # of Openings: 1 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/Affirmative Action 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
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