Wealth Management Professional

4 weeks ago

Plano, Texas, United States Sunflower Bank, N.A. Full time
Job Description

Sunflower Bank, N.A. is seeking a highly motivated and experienced Wealth Management Advisor to join our growing team in Plano, TX.

The ideal candidate will have a strong background in trust and investment sales, with a proven track record of success in providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit organizations.

The Wealth Management Advisor will be responsible for identifying opportunities in the high-net-worth market segment through direct prospecting, development of centers of influence, and networking with other key influencers, resulting in new high-net-worth relationships at the Bank.

The Advisor will be an advocate for the prospect/client, leveraging the comprehensive resources of the company to educate and advise prospects/clients to create customized wealth management strategies developed to meet prospects'/clients' needs and objectives.

The primary responsibilities of the Wealth Management Advisor include:

  • Developing customized financial planning and wealth management strategies aligned with client goals and circumstances.
  • Identifying, soliciting, and cultivating new relationships with high-net-worth individuals and families, professional service companies, non-profit and foundation clients.
  • Delivering high-quality client service and making appropriate recommendations to address unmet needs to enhance existing relationships.
  • Effective execution of sales and market development plans addressing referrals from existing clients, line of business partners, and centers of influence.
  • Explaining complex strategies in easy-to-understand and concise terminology.
  • Delivering high-quality presentations and clearly conveying wealth management's unique value proposition, investment philosophy, and range of investment and non-investment solutions beneficial to the client.
  • Meeting regularly with clients to review and update financial plans, present investment performance, and relay the firm's market and economic outlook.
  • Practicing departmental strategies for the delivery of quality and effective customer service.
  • Monitoring Wealth Management policies on an ongoing basis for regulation compliance.
  • Understanding the bank's mission, organizational structure, employee orientation guide, bank security, policies, procedures, and standards of conduct.
  • Maintaining profitability of Wealth Management client relationships.

The ideal candidate will possess:

  • 7 or more years of success in trust and investment sales to high-net-worth clients.
  • Bachelor's Degree in Business, Finance, or other related field.
  • Certified Financial Planner (CFP) designation highly preferred.
  • Experience utilizing MoneyguidePro or similar financial planning software to create comprehensive cash flow and retirement plans.
  • Strong sales skills, the ability to recognize sales opportunities, and the drive to pursue them vigorously.
  • A high level of emotional intelligence and the ability to read situations accurately.
  • Business development, COI development, and creative networking skills.
  • A professional appearance and manner.
  • Self-motivation and the ability to develop a sales culture.
  • Ability to work flexible hours.
  • Ability to be bondable.

Sunflower Bank, N.A. offers a comprehensive benefits package, including:

  • 401(k) Plan with 6% Match.
  • Health/Dental/Vision Insurance.
  • Company-paid Life Insurance.
  • Tuition Reimbursement.
  • Fitness Reimbursement.
  • Paid Time Off.
  • Volunteer Leave.
  • Paid Holidays.

We strive to be the financial backbone of our clients' lives and know that starts with our team. If you qualify, apply at /careers.

We are an Equal Opportunity Employer (EOE) and an Affirmative Action Employer (AA) and welcome applications from diverse candidates.

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