Senior Financial Advisor

4 weeks ago


Springdale, Arkansas, United States Arkansas Department of Workforce Services Full time

As a Senior Financial Advisor at Arvest Wealth Management, you will play a critical role in creating customer opportunities and developing an understanding of their current and future financial goals and needs.

Under the supervision and direction of the assigned manager, you will proactively contact prospects and existing customers to sell financial planning services and manage Arvest Wealth Management accounts residing in the Solutions Center.

You will be responsible for gathering and analyzing financial information to provide customers with financial solutions that best fit their needs, possessing a working knowledge of the financial planning processes.

The ideal candidate will have a broad understanding of IRA, brokerage, insurance, advisory accounts, alternative investments, and bank products, and will be accountable for both referred and direct sales and service of non-FDIC-insured investment and insurance products.

Key responsibilities will include:

  • Proactively contacting prospects and existing customers to sell financial planning services
  • Providing strong consulting recommendations to effectively manage AWM accounts residing in the AWM Solutions Center or their own book of business
  • Providing advanced AWM financial and retirement planning services to Arvest Bank and AWM customers
  • Maintaining expert knowledge of financial services/products to provide customers with solutions regarding the sale of IRA, brokerage, and insurance, trust products and trust services, and bank products
  • Reviewing and analyzing prospective clients' and existing customers' current financial situations to determine what appropriate financial services/products would meet their needs
  • Presenting prospective clients and existing customers with financial plans for their review and consideration


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