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Investment Services Representative
2 months ago
Job Summary
Sunflower Bank is seeking a highly skilled and experienced Wealth Management Advisor to join our team. As a Wealth Management Advisor, you will be responsible for developing and implementing customized financial planning and wealth management strategies for high-net-worth individuals and families.
Key Responsibilities
- Develop and implement comprehensive financial plans that align with client goals and objectives.
- Identify and cultivate new business relationships with high-net-worth individuals and families, professional service companies, and non-profit organizations.
- Deliver exceptional client service and provide tailored investment recommendations to enhance existing relationships.
- Execute sales and marketing plans to drive business growth and referrals.
- Communicate complex financial concepts in a clear and concise manner.
- Present investment opportunities and wealth management strategies to clients in a compelling and effective way.
- Regularly review and update client financial plans, present investment performance, and provide market and economic insights.
- Stay up-to-date with industry regulations and ensure compliance with company policies and procedures.
- Understand and adhere to the bank's mission, values, and code of conduct.
- Meet or exceed sales and revenue targets.
- Perform other duties as assigned by management.
Requirements
- 7 or more years of experience in trust and investment sales to high-net-worth clients.
- Bachelor's Degree in Business, Finance, or related field.
- Certified Financial Planner (CFP) designation highly preferred.
- Experience with financial planning software and tools.
- Strong sales and business development skills.
- High level of emotional intelligence and ability to read situations accurately.
- Professional appearance and manner.
- Self-motivated and able to develop a sales culture.
- Ability to work flexible hours and be bondable.
Benefits
- 401(k) Plan with 6% Match.
- Health, Dental, and Vision Insurance.
- Company-paid Life Insurance.
- Tuition Reimbursement.
- Fitness Reimbursement.
- Paid Time Off.
- Volunteer Leave.
- Paid Holidays.
- Plus many more employee perks and incentives.
Sunflower Bank is a dynamic and growing financial institution that values its employees and provides a supportive and inclusive work environment. We are committed to helping our clients achieve their financial goals and live their best lives.
