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Wealth Management Specialist

4 weeks ago

Edmond, Oklahoma, United States Simmons Bank Full time

Wealth Advisor Job Description

The Wealth Advisor plays a vital role in analyzing and interpreting clients' investment objectives and risk tolerances. This expert provides individualized investment advice tailored to meet those objectives and tolerances.

Key Responsibilities:

  • Acts in the best interest of the client and delivers exceptional service.
  • Develops and maintains a growing client base by leveraging market knowledge, strategies, and sales skills.
  • Maintains product knowledge and stays current on market activity and news affecting the markets.
  • Ensures compliance with applicable laws, regulations, policies, and procedures related to the securities industry.

Requirements:

  • HS Diploma/GED and one year experience as a financial advisor.
  • Series 7 and 63 license.
  • Excellent PC knowledge and proficiency with MS Office programs such as Excel and Word.
  • Excellent oral and written communication skills.

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.