Wealth Management Professional

3 days ago

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

Sunflower Bank, N.A. is seeking a seasoned Wealth Management Advisor to join our growing Wealth Management team in Plano, Tx.

Job Summary:

We are looking for a highly motivated individual 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 as well as appropriate recommendations to address unmet needs to enhance existing relationships.
  • Effective execution of sales and market development plan addressing 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 clearly convey wealth management's unique value proposition, investment philosophy, and range of investment and non-investment solutions beneficial to the client.
  • 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 the delivery of quality and effective customer service.
  • Monitor Wealth Management policies on an ongoing basis for regulation 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.
  • Must possess strong sales skills, the ability to recognize sales opportunities and the drive to pursue them vigorously.
  • Must possess a high level of emotional intelligence and the ability to read situations accurately.
  • Must possess business development, COI development and creative networking skills.
  • Must have a professional appearance and manner.
  • Must be 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 able to work flexible hours.
  • Must be bondable.
Benefits:

Sunflower Bank Benefits employees enjoy outstanding benefits, 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
  • Plus many more employee perks & incentives

People choose to 'bank' with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives and we know that starts with our team.

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