Talent.com
Wealth Management & Investment Advisor
Wealth Management & Investment AdvisorFirst Mid Bank & Trust • Columbia, MO, United States
Wealth Management & Investment Advisor

Wealth Management & Investment Advisor

First Mid Bank & Trust • Columbia, MO, United States
30+ days ago
Job type
  • Full-time
Job description

Position :

Wealth Management & Investment Advisor

Location : Columbia, MO

Job Id : 3683

# 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 • Columbia, MO, United States

    Related jobs
    Remote Finance Director - AI Trainer

    Remote Finance Director - AI Trainer

    Data Annotation • Columbia, Missouri
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Management Advisor - Columbia, MO

    Wealth Management Advisor - Columbia, MO

    U.S. Bancorp • Columbia, MO, US
    Full-time
    Bank, we're passionate about helping customers and the communities where we live and work.The fifth-largest bank in the United States, we're one of the country's most respected, innovative, and suc...Show more
    Last updated: 30+ days ago • Promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data Annotation • Columbia, Missouri
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show more
    Last updated: 30+ days ago • Promoted
    Sales Representative - Bonuses and Travel Incentives

    Sales Representative - Bonuses and Travel Incentives

    Platinum Supplemental Insurance • Columbia, Missouri
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show more
    Last updated: 30+ days ago • Promoted
    Insurance Sales Representative - Luxury Travel Incentives

    Insurance Sales Representative - Luxury Travel Incentives

    Platinum Supplemental Insurance • Jefferson City, Missouri
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show more
    Last updated: 30+ days ago • Promoted
    Travel Occupational Therapist

    Travel Occupational Therapist

    Ardor Health Solutions • Boonville, MO, US
    Full-time
    Ardor Health Solutions is seeking a travel Occupational Therapist for a travel job in Boonville, Missouri.Job Description & Requirements. Ardor Health Solutions is looking for a Occupational The...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Management Consultant

    Wealth Management Consultant

    Amerilife Group, LLC • California, MO, US
    Full-time
    We strive to help employees lead fulfilling professional lives.Excellence is expected and rewarded.We believe in straightforward communication and encourage employees to share opinions and ideas.Ou...Show more
    Last updated: 1 day ago • Promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data Annotation • Jefferson City, Missouri
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show more
    Last updated: 30+ days ago • Promoted
    Occupational Therapist (OT) - Mobile Outpatient

    Occupational Therapist (OT) - Mobile Outpatient

    Powerback Rehabilitation • Mexico, MO, US
    Full-time +1
    Part time Occupational Therapist.At Powerback, we're on a mission to improve lives.As the leader in physical, occupational, speech, and respiratory therapies, we help older adults stay active and t...Show more
    Last updated: 1 day ago • Promoted
    Director of Enrollment Management Marketing and Communciations

    Director of Enrollment Management Marketing and Communciations

    InsideHigherEd • Columbia, Missouri, United States
    Full-time
    Director of Enrollment Management Marketing and Communciations.The University of Missouri ("Mizzou"), the state's flagship and a proud member of the Southeastern Conference, seeks a creative, strat...Show more
    Last updated: 18 days ago • Promoted
    Outside Insurance Sales - Bonuses and Travel Incentives

    Outside Insurance Sales - Bonuses and Travel Incentives

    Platinum Supplemental Insurance • Jefferson City, Missouri
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show more
    Last updated: 30+ days ago • Promoted
    Unlock Your Independence and Foster Growth Launch your own ENT practice in a thriving community and make a lasting impact

    Unlock Your Independence and Foster Growth Launch your own ENT practice in a thriving community and make a lasting impact

    SSM Health • Jefferson City, US
    Full-time
    SSM Health is an Equal Opportunity Employer : .Be a part of a new ENT practice with a fresh approach to patient care.Mary's seeks a physician ready to play a pivotal role in our growth and deliver ex...Show more
    Last updated: 30+ days ago • Promoted
    Local Contract Occupational Therapist

    Local Contract Occupational Therapist

    American Medical Staffing • Fulton, MO, US
    Full-time
    American Medical Staffing is seeking a local contract Occupational Therapist for a local contract job in Fulton, Missouri. Job Description & Requirements.You have a lot of choices when you consi...Show more
    Last updated: 30+ days ago • Promoted
    Divisional Wealth Management Consultant

    Divisional Wealth Management Consultant

    Capital Group • California, MO, US
    Full-time
    I can succeed as a Divisional Wealth Management Consultant at Capital Group.As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team worki...Show more
    Last updated: 1 day ago • Promoted
    Wealth Management Officer

    Wealth Management Officer

    Gpac • Columbia, Missouri, United States
    Full-time
    Quick Apply
    The main purpose of this job is to develop relationships with clients with the intent of providing financial planning and offering a valuable service to clients through the sales of investment and ...Show more
    Last updated: 30+ days ago
    Sales Representative - Luxury Travel Incentives

    Sales Representative - Luxury Travel Incentives

    Platinum Supplemental Insurance • Jefferson City, Missouri
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show more
    Last updated: 30+ days ago • Promoted
    Insurance Sales Representative - Bonuses and Travel Incentives

    Insurance Sales Representative - Bonuses and Travel Incentives

    Platinum Supplemental Insurance • Jefferson City, Missouri
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show more
    Last updated: 30+ days ago • Promoted
    Unlock Your Independence and Foster Growth Launch your own ENT practice in a thriving community and make a lasting impact

    Unlock Your Independence and Foster Growth Launch your own ENT practice in a thriving community and make a lasting impact

    HealthEcareers - Client • Jefferson City, MO, USA
    Full-time
    SSM Health is an Equal Opportunity Employer : .Be a part of a new ENT practice with a fresh approach to patient care.Mary's seeks a physician ready to play a pivotal role in our growth and deliver ex...Show more
    Last updated: 30+ days ago • Promoted