Current jobs related to Wealth Management - Columbia - First Mid Bank & Trust
-
Wealth Management Solutions Consultant
1 week ago
Columbia, Maryland, United States Bank of America Full timeWealth Management Solutions ConsultantLocation: Various locationsJob Overview:This position is dedicated to engaging with affluent clients whose annual earnings range from $100,000 to $5 million. The role involves assessing client needs, cultivating relationships, evaluating investment objectives, and crafting tailored investment strategies that resonate...
-
Wealth Management
3 weeks ago
Columbia, United States First Mid-Illinois Bancshares Full timeAt 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...
-
Wealth Management Consultant
1 week ago
Columbia, South Carolina, United States Sound Partners Full timeSound Partners (in collaboration with Equitable Advisors)Entry-Level Financial StrategistAt Sound Partners, we appreciate your ambition and commitment. We are currently seeking a motivated individual to take on the role of Entry-Level Financial Strategist to launch their career in wealth management. As a member of our team, you will:Begin with a portfolio of...
-
Wealth Management Consultant
1 week ago
Columbia, South Carolina, United States Sound Partners Full timeSound Partners (in collaboration with Equitable Advisors)Entry-Level Financial StrategistAt Sound Partners, we appreciate your ambition and commitment. We are currently seeking a candidate for the position of Entry-Level Wealth Management Consultant to embark on a rewarding career path. As a member of our team, you will:Begin with a portfolio of leads and...
-
Entry Level Wealth Management Sales
2 weeks ago
Columbia, United States Equitable Advisors Full timeA career that offers you: Income, Impact, and IndependenceAre you looking for a career that gives you the sense of fulfillment? Would you describe yourself or say that you possess the qualities of being: hard working, entrepreneurial, goal oriented, coachable, and a people person? If so, now is the time to consider Equitable Advisors.We don’t expect you to...
-
Entry Level Wealth Management Sales
2 weeks ago
Columbia, United States Equitable Advisors Full timeA career that offers you: Income, Impact, and IndependenceAre you looking for a career that gives you the sense of fulfillment? Would you describe yourself or say that you possess the qualities of being: hard working, entrepreneurial, goal oriented, coachable, and a people person? If so, now is the time to consider Equitable Advisors.We don’t expect you to...
-
Client Relationship Manager
1 week ago
Columbia, Missouri, United States The Ladders Full timeJob DescriptionOverview: The Ladders specializes in providing exceptional fee-only wealth management services, encompassing professional investment oversight, financial planning, estate management, and tax advisory services, all delivered without conflicts of interest. The individual in this role will work in close collaboration with a team of expert wealth...
-
Retirement Financial Planner
3 months ago
Columbia, United States Sentinel Asset Management LLC Full timeJob DescriptionJob DescriptionCompensation: Base + Commission. On-target earnings up to $250,000+. Unlimited earning potential!Location: Columbia, Maryland (Onsite work required). Relocation assistance is available!Work Hours: Business Hours Monday - Friday, plus availability for leading evening seminars or meeting with clientele.Job Type: Full-time W-2...
-
Retirement Financial Planner
4 weeks ago
Columbia, United States Sentinel Asset Management LLC Full timeJob DescriptionJob DescriptionCompensation: Base + Commission. On-target earnings up to $250,000+. Unlimited earning potential!Location: Columbia, Maryland (Onsite work required). Relocation assistance is available!Work Hours: Business Hours Monday - Friday, plus availability for leading evening seminars or meeting with clientele.Job Type: Full-time W-2...
-
Wealth Management Consultant
2 weeks ago
Columbia, United States Fidelity Investments Full timeJob Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Wealth Management Advisor
1 week ago
Columbia, South Carolina, United States Ameriprise Financial Services, LLC Full timeCompany OverviewAmeriprise Financial Services, LLC is dedicated to providing exceptional financial guidance and support. Our team operates within a collaborative environment, emphasizing a culture of growth and development.Position OverviewWe are seeking a full-time Financial Advisor to join our team, offering a hybrid work model that allows for flexibility....
-
Wealth Management Consultant
3 weeks ago
Columbia, United States Fidelity Investments Full timeJob Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Wealth Management Advisor
1 week ago
Columbia, South Carolina, United States Ameriprise Financial Services, LLC Full timeCompany OverviewAmeriprise Financial Services, LLC is a distinguished organization that prides itself on its collaborative environment and commitment to client success.Position OverviewWe are seeking a dedicated Financial Advisor to join our team in a full-time hybrid capacity. This role offers the flexibility of remote work while being part of a vibrant...
-
Wealth Management Consultant
4 weeks ago
Columbia, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Sales Manager
1 week ago
Columbia, United States PR Financial Full timeSearching for a position with a reputable company in which you can lead others and make a difference? We are looking for a successful leader to help grow a large Life/Health/Medicare agency in the Columbia area! No insurance experience required! Our ideal candidate would have some if not all of the following characteristics: Track Record of success in life....
-
Region Sales Manager
3 months ago
Columbia, United States Transparent Financial Full timeJob DescriptionJob DescriptionOur organization is expanding, and we are looking to hire a Regional Sales Manager in Columbia and the surrounding area. This position provides the opportunity for rapid income growth and advancement upon proven proficiency with our system.Who we are:We have built a nationally recognized sales organization headquartered in...
-
Wealth Planner
2 weeks ago
Columbia, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Wealth Management Consultant
4 weeks ago
West Columbia, United States CFA Institute Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Agile Project Facilitator
3 days ago
Columbia, South Carolina, United States Intone Networks Inc Full timeJob DescriptionPosition Title: Scrum MasterLocation: Onsite in Charlotte, NCDuration: 7+ MonthsExperience Required: 10+ YearsKey Responsibilities:Conduct thorough reviews prior to final operational outputs.Manage intricate activities effectively.Address and escalate delivery challenges as necessary.Prioritize tasks and contribute to innovative...
-
Business Banking Senior Relationship Manager
5 days ago
Columbia, South Carolina, United States Bank of America Full timeJob SummaryThis is a challenging and rewarding role for a seasoned professional to join the Bank of America team as a Senior Relationship Manager. The ideal candidate will have a strong background in commercial lending, business development, and portfolio management, with a proven track record of success in the middle market sector.Key ResponsibilitiesManage...
![First Mid Bank & Trust](https://media.trabajo.org/img/noimg.jpg)
Wealth Management
2 months ago
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
- 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
- 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
Apply for this Position