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First Mid · 2 months ago

Wealth Management & Investment Advisor

Columbia, MO

Full-time

Onsite

Mid, Senior Level

4+ years exp

First Mid is committed to providing tangible value through financial planning and engagement. The role involves managing a client book of business, fostering relationships, and providing guidance to help clients achieve their financial goals.

BankingFinanceFinancial ServicesInsurancePersonal FinanceWealth Management

Responsibilities

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

Qualification

FINRA Series 7FINRA Series 66Life & Health licensesWealth management experienceFinancial planning principlesMicrosoft Office SuiteClient relationship managementVerbal communication skillsInterpersonal communication skillsMotivated self-starter

Required

Minimum 4 years sales experience in the wealth management and investment services industry

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

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

Proficiency with Microsoft Office Suite

Preferred

Bachelor's degree strongly preferred; Master's degree or related professional certification a plus

Previous trailing-12 production minimum of $150,000 and assets under management of $25,000,000 strongly preferred

Leverage industry-renowned digital tools offering to enhance your client's experience, including MoneyGuidePro, client data aggregation and a fully integrated advisor workstation