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Senior Financial Advisor

2 months ago

Lincoln, Arkansas, United States Arkansas Department of Workforce Services Full time
Job Summary

We are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Arvest Wealth Management. As a Senior Financial Advisor, you will be responsible for providing advanced financial planning and investment services to our clients, including retirement planning, investment analysis, and financial goal setting.

Key Responsibilities
  • Proactively contact prospects and existing clients to sell financial planning services and manage their accounts.
  • Provide expert consulting recommendations to effectively manage client accounts and provide advanced financial and retirement planning services.
  • Maintain expert knowledge of financial services and products to provide clients with solutions for their financial needs.
  • Review and analyze clients' current financial situations to determine their financial goals and objectives.
  • Present clients with financial plans and recommendations, and provide ongoing support and guidance to help them achieve their financial goals.
  • Assist clients with the application process for financial products and services.
  • Cross-sell bank products and services to clients and prospects.
  • Maintain all required licenses and adhere to compliance concerns.
Requirements
  • Strong knowledge of financial planning and investment analysis.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Strong analytical and problem-solving skills.
  • Ability to maintain confidentiality and handle sensitive information.
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced financial professional looking for a new challenge, we encourage you to apply for this exciting opportunity.