Wealth Management Advisor (Stillwater, OK)

Wealth Management Advisor

the Company s Wealth Management Group offers highly sophisticated financial planning capabilities designed to help clients accomplish their immediate and long term investment goals. We provide these services through seasoned professionals who have expertise in a variety of financial disciplines and who work seamlessly together to meet our clients needs. As a Wealth Management Advisor you will have the opportunity to deliver a distinctive client experience that leverages our unique value proposition. Our Wealth Management Advisors are salaried employees better enabling them to provide more objective advice that is aligned with their client s long-term interests. Successful Advisors at the Company understand their client s unique financial objectives through one-on-one advice as well as leveraging our collaborative environment to deliver the most appropriate products and services. These products and services include Managed Accounts Private Asset Management Services Retirement Plans a family of no-load Mutual Funds Life Insurance Personal Trust and Asset Management Services IRAs After-Tax Annuities Brokerage Service and Education Savings plans. the Company s work is primarily in the academic medical cultural and research fields. This role will focus on serving participants and will be located in our offices at Stillwater OK. Strong applicants will have outstanding relationship management skills solid financial service product knowledge and proven sales skills that will leverage our Friends and Family referral program to develop his or her book of business. Serve as the Company s primary point of contact for High Net Worth and affluent clients Manage and develop an assigned book of business of 400-600 individual high net worth ( 500k to 2M ) client relationships across the Company s products and services Responsible for growing the book of business through identifying value added products and services for clients identifying and acquiring client assets held outside of the Company and developing additional business through client referrals Build and solidify client relationships pre and post retirement through a distinctive experience that leverages the unique value proposition of the Wealth Management Group s business Qualifications QUALIFICATIONS 5 years of proven relationship management and sales experience providing financial planning services to high net worth ( 500k ) clients Strong track record in generating sales and a broad background in retirement products general investment matters and applicable tax and estate planning issues Ability and experience in understanding client s financial situations and personal circumstances Must be able to deliver a distinctive and thoughtful experience that is aimed at providing appropriate advice for the client s situations that secures confidence and business Excellent interpersonal skills and face-to-face relationship building abilities Good computer skills that include working with the Microsoft Office suite CRM and proprietary systems Requires NASD Series 7 and 66 (or combination of 63 and 65) licenses Requires resident state insurance license and non-resident licenses for all states in which the employee will sell insurance products within six months of assuming the position EDUCATION Bachelor s degree Industry designations such as Certified Financial Planner (CFP) Chartered Financial Consultant (ChFC) Chartered Mutual Fund Consultant (CMFC) are highly preferred Required experience 5 years Minimum required education Bachelor s Degree Job category Accounting Insurance & Finance Apply NowCompany