Talent.com
Wealth Management & Investment Advisor

Wealth Management & Investment Advisor

First Mid Bank & TrustClayton, MO, United States
5 days ago
Job type
  • Full-time
Job description

Position :

Wealth Management & Investment Advisor

Location : Clayton, MO

Job Id : 4107

# of Openings :

At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e., bonus, incentives, and / or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements.

At First Mid Wealth Management, we are committed to always doing what is best for our clients and providing tangible value through financial planning and engagement. Because we are part of First Mid Bancshares, Inc., collaboration, and relationship management across business lines is engrained in our culture and is a key part of our financial advisors' and clients' success. First Mid financial advisors help our client each and everyday plan for what's most important to them and help them reach their dreams and financial goal. We are currently looking for experienced financial advisors looking to grow their career, who share similar values and are eager to make a difference in our client's financial lives.

Responsibilities include, but are not limited to :

  • Manage a client book of business by helping them plan for what's important to them, recommending services and solutions that are most appropriate to meet their client's needs, and providing ongoing guidance and monitoring to develop a long-lasting relationship
  • Proactively engage and foster First Mid's culture of embracing relationship management across all business lines to provide complete financial management for our clients
  • Represent First Mid and provide leadership in key community activities, committees and business development
  • Exhibit strong working knowledge of economic and financial planning principles, estate planning, and the financial markets
  • Performs related duties as assigned

Qualifications

Education / Experience :

  • Minimum 4 years sales experience in the wealth management and investment services industry
  • Bachelor's degree strongly preferred; Master's degree or related professional certification a plus
  • Must possess FINRA Series 7 and Series 66 and Life & Health licenses with no negative marks on your CRD / U4
  • Previous trailing-12 production minimum of $150,000 and assets under management of $25,000,000 strongly preferred
  • Skills :

  • Possess superb verbal and interpersonal communication skills to interact in a positive and optimistic way with clients, team members and other bank partners
  • Motivated and proactive self-starter with the ability to manage multiple priorities and the desire to grow and achieve results
  • Desire to continually learn, stay attuned and improve upon industry trends, financial markets, financial planning and client relationship
  • Leverage industry-renowned digital tools offering to enhance your client's experience, including MoneyGuidePro, client data aggregation and a fully integrated advisor workstation
  • Proficiency with Microsoft Office Suite
  • First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification.

    THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT

    #LI-POST

    #LI-SL1

    Pay Range : $49,000 - $61,300 per year

    Apply for this Position

    Create a job alert for this search

    Wealth Advisor • Clayton, MO, United States

    Related jobs
    • Promoted
    Energy Sales & Account Management Job

    Energy Sales & Account Management Job

    CLAE SOLUTIONSOakville, Missouri, United States
    Full-time
    Clae Goldman Team is seeking a proactive and enthusiastic Field Sales Associate to join our team.Our mission is to protect customers from rising energy costs, offer discounts, and promote green ene...Show moreLast updated: 30+ days ago
    • Promoted
    Sales & Account Management Role – Renewable Energy - impactful environmental contribution (Hiring Immediately)

    Sales & Account Management Role – Renewable Energy - impactful environmental contribution (Hiring Immediately)

    CLAE SOLUTIONSManchester, Missouri, US
    Part-time
    Clae Goldman Team is seeking a proactive and enthusiastic Field Sales Associate to join our team.Our mission is to protect customers from rising energy costs, offer discounts, and promote green ene...Show moreLast updated: 30+ days ago
    • Promoted
    Exciting Opportunity : Field Account Manager – Community Solar Sales

    Exciting Opportunity : Field Account Manager – Community Solar Sales

    CLAE SOLUTIONSOld Jamestown, Missouri, United States
    Full-time
    Clae Goldman Team is seeking a proactive and enthusiastic Field Sales Associate to join our team.Our mission is to protect customers from rising energy costs, offer discounts, and promote green ene...Show moreLast updated: 30+ days ago
    • Promoted
    Energy Sales & Account Management Job - Impactful environmental contribution (Hiring Immediately)

    Energy Sales & Account Management Job - Impactful environmental contribution (Hiring Immediately)

    CLAE SOLUTIONSBallwin, Missouri, US
    Part-time
    Clae Goldman Team is seeking a proactive and enthusiastic Field Sales Associate to join our team.Our mission is to protect customers from rising energy costs, offer discounts, and promote green ene...Show moreLast updated: 30+ days ago
    • Promoted
    Sales & Account Management Role – Renewable Energy - Make a Positive Environmental Impact (Hiring Immediately)

    Sales & Account Management Role – Renewable Energy - Make a Positive Environmental Impact (Hiring Immediately)

    CLAE SOLUTIONSOld Jamestown, Missouri, US
    Part-time
    Clae Goldman Team is seeking a proactive and enthusiastic Field Sales Associate to join our team.Our mission is to protect customers from rising energy costs, offer discounts, and promote green ene...Show moreLast updated: 30+ days ago
    • Promoted
    Energy Sales & Account Management Job - Green Energy Advocacy (Hiring Immediately)

    Energy Sales & Account Management Job - Green Energy Advocacy (Hiring Immediately)

    CLAE SOLUTIONSOakville, Missouri, US
    Part-time
    Clae Goldman Team is seeking a proactive and enthusiastic Field Sales Associate to join our team.Our mission is to protect customers from rising energy costs, offer discounts, and promote green ene...Show moreLast updated: 30+ days ago
    • Promoted
    Community Solar Sales Advocate (Hiring Immediately)

    Community Solar Sales Advocate (Hiring Immediately)

    CLAE SOLUTIONSOld Jamestown, Missouri, US
    Part-time
    Clae Goldman Team is seeking a proactive and results-driven Field Sales Representative to join our team.Our mission is to protect customers from rising energy costs, offer discounts, and promote gr...Show moreLast updated: 30+ days ago
    • Promoted
    Energy Solutions Advisor – Renewable Sector (Hiring Immediately)

    Energy Solutions Advisor – Renewable Sector (Hiring Immediately)

    CLAE SOLUTIONSArnold, Missouri, US
    Part-time
    Clae Goldman Team is seeking a proactive and results-oriented Field Account Manager to join our team.Our mission is to protect customers from rising energy costs, offer discounts, and promote green...Show moreLast updated: 30+ days ago
    • Promoted
    Community Solar Advocate (Hiring Immediately)

    Community Solar Advocate (Hiring Immediately)

    CLAE SOLUTIONSOakville, Missouri, US
    Part-time
    Clae Goldman Team is seeking a proactive and results-driven Field Sales Representative to join our team.Our mission is to protect customers from rising energy costs, offer discounts, and promote gr...Show moreLast updated: 30+ days ago
    • Promoted
    Sales & Account Management Role – Renewable Energy - Impactful Green Energy Advocacy (Hiring Immediately)

    Sales & Account Management Role – Renewable Energy - Impactful Green Energy Advocacy (Hiring Immediately)

    CLAE SOLUTIONSArnold, Missouri, US
    Part-time
    Clae Goldman Team is seeking a proactive and results-driven Field Sales Representative to join our team.Our mission is to protect customers from rising energy costs, offer discounts, and promote gr...Show moreLast updated: 30+ days ago
    Financial Advisor - Investments

    Financial Advisor - Investments

    ThisWaySt. Louis, MO, US
    Full-time
    Quick Apply
    Our partner, a well-established financial services firm, is seeking an.Investment Advisor Representative.Please note : This position is listed in. Kirkland or Lynwood, Washington area.A relocation al...Show moreLast updated: 21 days ago
    • Promoted
    Wealth Strategist

    Wealth Strategist

    Busey BankSt Louis, MO, United States
    Full-time
    The Wealth Strategist will serve as technical expert for high-net-worth and ultra-high-net-worth clients, collaborating with internal teams as well as external advisors to tailor sophisticated, str...Show moreLast updated: 5 days ago
    • Promoted
    Sales & Account Management Role – Renewable Energy

    Sales & Account Management Role – Renewable Energy

    CLAE SOLUTIONSArnold, Missouri, United States
    Full-time
    Clae Goldman Team is seeking a proactive and enthusiastic Field Sales Associate to join our team.Our mission is to protect customers from rising energy costs, offer discounts, and promote green ene...Show moreLast updated: 30+ days ago
    • Promoted
    Sales & Account Management Role – Renewable Energy - Impactful environmental contribution (Hiring Immediately)

    Sales & Account Management Role – Renewable Energy - Impactful environmental contribution (Hiring Immediately)

    CLAE SOLUTIONSOld Jamestown, Missouri, US
    Part-time
    Clae Goldman Team is seeking a proactive and results-driven Field Sales Representative to join our team.Our mission is to protect customers from rising energy costs, offer discounts, and promote gr...Show moreLast updated: 30+ days ago
    • Promoted
    Energy Sales & Account Management Job - Community Impact Focus (Hiring Immediately)

    Energy Sales & Account Management Job - Community Impact Focus (Hiring Immediately)

    CLAE SOLUTIONSOld Jamestown, Missouri, US
    Part-time
    Clae Goldman Team is seeking a proactive and enthusiastic Field Sales Associate to join our team.Our mission is to protect customers from rising energy costs, offer discounts, and promote green ene...Show moreLast updated: 30+ days ago
    • Promoted
    Community Solar Sales Advisor – Customer Engagement (Hiring Immediately)

    Community Solar Sales Advisor – Customer Engagement (Hiring Immediately)

    CLAE SOLUTIONSArnold, Missouri, US
    Part-time
    Clae Goldman Team is seeking a proactive and results-oriented Field Account Manager to join our team.Our mission is to protect customers from rising energy costs, offer discounts, and promote green...Show moreLast updated: 30+ days ago
    • Promoted
    Wealth Management & Investment Advisor

    Wealth Management & Investment Advisor

    First Mid Bank & TrustClayton, MO, United States
    Full-time
    Wealth Management & Investment Advisor .At First Mid, base salary is one component of our Total Rewards program.Exact compensation is determined by factors such as (but not...Show moreLast updated: 5 days ago
    • Promoted
    Energy Sales & Account Management Job - Contribution to environmental sustainability (Hiring Immediately)

    Energy Sales & Account Management Job - Contribution to environmental sustainability (Hiring Immediately)

    CLAE SOLUTIONSChesterfield, Missouri, US
    Part-time
    Clae Goldman Team is seeking a proactive and enthusiastic Field Sales Associate to join our team.Our mission is to protect customers from rising energy costs, offer discounts, and promote green ene...Show moreLast updated: 30+ days ago
    • Promoted
    Green Energy Sales Advocate (Hiring Immediately)

    Green Energy Sales Advocate (Hiring Immediately)

    CLAE SOLUTIONSArnold, Missouri, US
    Part-time
    Clae Goldman Team is seeking a proactive and results-driven Field Sales Representative to join our team.Our mission is to protect customers from rising energy costs, offer discounts, and promote gr...Show moreLast updated: 30+ days ago
    Wealth Coordinator

    Wealth Coordinator

    Gatewood Wealth SolutionsSt. Louis, MO, US
    Full-time +1
    Quick Apply
    Are you passionate about helping clients achieve their financial dreams? Gatewood Wealth Solutions, a leading comprehensive wealth management firm, is seeking a detail-oriented and collaborative in...Show moreLast updated: 30+ days ago