Wealth Advisor

locations

St. Louis, MO

time type

Full time

posted on

Posted Today

job requisition id

R112945

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

The Wealth Advisor I analyzes and interprets clients' investment objectives and risk tolerances and provides individual investment advice suitable for those objectives and tolerances . The advisor utilizes their expertise and knowledge of the securities industry and market strategies to offer sound financial advice.

Essential Duties and Responsibilities

• Acts in the best interest of the client and delivers outstanding service.
• Develops and maintains an increasing client base by using well-developed market knowledge, strategies, and sales skills.
• Maintains product knowledge and stays current of market activity and news affecting the markets.
• Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and SFIG written procedures related to the securities industry, including completion of required compliance training.
• Performs other duties and responsibilities as assigned.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.

Skills

Education and / or Experience

Computer Skills

Certificates, Licenses, Registrations

Other Qualifications (including physical requirements)

Equal Employment Opportunity Information : Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.