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JOB DESCRIPTION

Job #: 6759
Title: Client Advisor
Job Location: Fort Smith, Arkansas - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Standard benefits; This is a commission base salary
Employer Will Recruit From: Local
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


Our client a multi-billion asset, profitable institution seeks a client advisor for Western Arkansas.  In the position, you will work with bank clients to determine their investment needs.  Our client offers open architect and a larg array of products to offer clients.

They offer

  • An existing referral base
  • As client advisor you will be given an office in a branch and will  be given a branch territory.
  • You will be a bank employee woth all the benefits i.e. profit sharing, pension; group ins; vacation
  • There are no silos, you will not compete with others for same dollar – trust, wealth advisors, private bankers, financial advisors all report to the same Regional Manager
  • As a new client advisor you will get a two year draw to get going; most places offer six months; maybe a year at the most.

 

JOB DESCRIPTION

As Wealth Advisor you will:

  • Manage a portfolio of investments for clients
  • You develop clients through referrals from an exisitng qualified customers base and from your current contact base.  

QUALIFICATIONS

As Wealth Advisor you will have:

Minimum of three years of experience as a financial advisor
Successful financial sales experience
Series 7 and series 63
Clean U-4

Education:
None