Wealth Management Professional
2 weeks ago
We are seeking a highly motivated and experienced Wealth Management Professional to join our team at First Mid Bancshares, Inc. As a key member of our financial services team, you will be responsible for providing exceptional client service and guidance on financial planning and investment strategies.
Key Responsibilities:
- Develop and implement comprehensive financial plans for clients, taking into account their unique goals and objectives.
- Provide ongoing guidance and monitoring to ensure clients' financial goals are met and exceeded.
- Collaborate with other financial advisors and industry experts to stay up-to-date on market trends and best practices.
- Represent First Mid Bancshares, Inc. in key community activities and business development initiatives.
- Exhibit strong working knowledge of economic and financial planning principles, estate planning, and the financial markets.
Requirements:
Education/Experience:
- Minimum 4 years of 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.
Skills:
- 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 relationships.
- 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.
First Mid Bancshares, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
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