Senior Private Wealth Strategist

Simmons bank
Jonesboro, AR
Full-time

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.

This position ensures that Private Wealth accounts will be administered appropriately. Also, works closely with clients, their professional advisors, and their account’s portfolio manager.

Essential Duties and Responsibilities

Maintains a high level of contact with major client relationships.Medium to high level of complexity for the majority of accounts administeredAdministers assigned accounts and works with portfolio managers to ensure that asset allocations and the frequency of review meetings are appropriate for major client relationshipsWorks with other bankers and professionals, in the legal and accounting fields, to develop new trust and investment management clients.

Ensures that the appropriate accountings are provided to necessary parties.If in a Team Lead role, responsible for all supervisory duties of assigned associates to include hiring, performance management, salary recommendations, training of new associates and skill development of all staff.

Assists in budget preparationParticipates in civic, community, banking, trust, and legal organizations.Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, 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

Ability to read and comprehend simple instructions, short correspondence, and memos.Ability to read and interpret documents such as procedure manuals, general business correspondence and / or journals, or government regulations.

Ability to read, analyze and interpret financial reports and / or legal documents.Ability to write simple-to-business correspondence, routine reports, and procedures.

Ability to respond, in writing, to customer complaints, regulatory agencies, or members of the business community.Ability to effectively speak and present information in one-on-one and small group situations, to customers, clients, and other employees in the organization.

Education and / or Experience

BS / BA Degree (4 year) from an accredited university / college orSix or more years of experience in wealth management.

Specialized Training

Courses related to investments, financial planning, estate administration, or another trust-related field is helpful.

Computer Skills

MS Word, Excel, and Outlook

Certificates, Licenses, Registrations

None

Other Qualifications (including physical requirements)

Must have good oral and written communication skills.Must have good problem solving skills with the ability to develop creative solutions.

Other

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.

Activities, duties and responsibilities may change at any time with or without notice.

Skills Training :

Communication, Customer Service, Time Management,

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.

Simmons First National Corporation and its subsidiaries are committed to Affirmative Action Programs consisting of results-oriented procedures to ensure equal employment opportunities.

These programs require positive action in lieu of neutral non-discrimination and merit hiring / performance policies.

3 days ago
Related jobs
Simmons bank
Jonesboro, Arkansas

This position ensures that Private Wealth accounts will be administered appropriately. BS/BA Degree (4 year) from an accredited university/college orSix or more years of experience in wealth management. ...

Promoted
ComCap Holdings LLC
Phoenix Township, AR, US

We are seeking an experienced Investment Banking Analyst to join our growing organization for an immediate start. Atleast two years of experience in investment banking, management consulting, or Big 4 transaction services. Passion for finance, investment banking, and e-commerce. ...

Promoted
Pizza Inn - Clairday Foods, Inc.
Jonesboro, Arkansas

As a Cook for Pizza Inn, you will be responsible for learning the tasks associated with all of the following positions.For each of the positions, you will be expected to:.Follow directions & Pizza Inn Portion Control Chart.Follows all safety and sanitation procedures.Demonstrate guest-oriented f...

Promoted
Affordable Dentures & Implants
Jonesboro, Arkansas

Come join our team as a Dental Assistant!.This position is more than just a job, it is an opportunity to do what .You will enjoy a fulfilling career like no other and will play a vital role in changing the lives of our patients.Together with our experienced dentists and lab professionals, you can be...

Michaels
Jonesboro, Arkansas

Store - Jonesboro, ARPlan, coordinate, and facilitate events (including kids birthday parties) within a Michaels store to provide a stress-free, fun, and engaging experience for guests.Deliver friendly customer service by helping customers shop at our store and find what they’re looking for.Ensure a...

Hire Energy
Jonesboro, Arkansas
Remote

Forklift Operator/ Material Handler:.Training on 1st Shift (7:00 AM - 3:00 PM).We are seeking a dedicated and skilled Material Handler/Forklift Operator to join our team.The ideal candidate will be responsible for efficiently moving, loading, and unloading materials and products throughout our facil...

Wendy's
Jonesboro, Arkansas

Now Hiring for Breakfast Shifts starting at 5:30 am!.Our Crew Members are the foundation of the restaurant - we love what we do and aim to delight every customer.As a Crew Member, you'll be cross trained to work several different stations in the restaurant.As a Crew Member, you'll enjoy the followin...

TJ Maxx
Jonesboro, Arkansas

Style is never in short supply at our more than 1,000 TJ Maxx stores.They all have different products, but the same commitment to the thrill of the find.From designers straight off the runway to statement jewelry, we offer exciting surprises that make the everyday a little more fun.Our environment i...

LKQ Corporation
Jonesboro, Arkansas

As a part of our growth LKQ is looking for a dedicated and passionate Inside Sales Coordinator with knowledge of replacement parts for the aftermarket collision repair industry.The Inside Sales Coordinator will be responsible for selling company products and services inbound, outbound calls, and fac...

St. Bernards Healthcare
Jonesboro, Arkansas

We offer a fun environment with peaceful surroundings.With a smaller 14-bed facility, the resident-to-staff ratio is lower than a traditional nursing home.Enjoy the rewarding work of caring for our residents.High School Graduate or equivalent preferred.Ability to read, write, and follow oral or writ...