Wealth Management Advisor

4 weeks ago

Plano, Texas, United States Sunflower Bank Full time
Job Title: Wealth Management Advisor

Sunflower Bank is seeking a seasoned Wealth Management Advisor to join our team in Plano, TX.

Job Summary

We are looking for a highly motivated and experienced Wealth Management Advisor to provide thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit organizations.

Key Responsibilities
  • Develop customized financial planning and wealth management strategies aligned with client goals and circumstances.
  • Identify, solicit, and cultivate new relationships with high-net-worth individuals and families, professional service companies, non-profit and foundation clients.
  • Deliver high-quality client service and make recommendations to address unmet needs and enhance existing relationships.
  • Execute sales and market development plans, leveraging referrals from existing clients, line of business partners, and centers of influence.
  • Explain complex strategies in easy-to-understand and concise terminology.
  • Deliver high-quality presentations and convey the unique value proposition, investment philosophy, and range of investment and non-investment solutions beneficial to clients.
  • Meet regularly with clients to review and update financial plans, present investment performance, and relay the firm's market and economic outlook.
  • Practice departmental strategies for delivering quality and effective customer service.
  • Monitor Wealth Management policies for regulatory compliance.
  • Understand the bank's mission, organizational structure, employee orientation guide, bank security, policies, procedures, and standards of conduct.
  • Maintain profitability of Wealth Management client relationships.
  • Perform the job in accordance with applicable industry laws and regulations, as well as the policies and procedures established by the company.
  • Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.
  • Understand and participate in the Bank's Community Reinvestment Act program.
Requirements
  • 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, ability to recognize sales opportunities, and drive to pursue them vigorously.
  • High level of emotional intelligence and ability to read situations accurately.
  • Business development, COI development, and creative networking skills.
  • Professional appearance and manner.
  • Self-motivated and able to develop a sales culture.
  • Expected to participate in ongoing Sunflower Bank, N.A. seminars and training dealing with Wealth Management sales, marketing, and compliance.
  • Must be bondable.
Benefits
  • 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.
  • Plus many more employee perks and incentives.

At Sunflower Bank, we strive to be the financial backbone of our clients' lives. We're more than just a bank - we're a partner in their financial journey.

If you're a motivated and experienced Wealth Management Advisor looking for a new challenge, we encourage you to apply online at www.sunflowerbank.com/careers.

We're an equal opportunity employer and welcome applications from diverse candidates.

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