Arvest Bank · 2 hours ago
Arvest Wealth Management Senior Solutions Center Client Advisor
Fort Smith, AR
Full-time
Onsite
Mid, Senior Level
$62K/yr - $78K/yr
3+ years expArvest Bank is dedicated to helping customers find financial solutions for life, and they are seeking a Senior Solutions Center Client Advisor to proactively create customer opportunities. The role involves analyzing financial information, providing advanced financial planning services, and managing a book of business to meet clients' financial goals.
BankingFinanceFinancial Services
Responsibilities
Proactively contact prospects and the existing base of household accounts to sell financial planning services. Meet outbound calling requirements of dials per day/week, appointments made and kept, number of profiles, and number of plans created
Provide strong consulting recommendations to effectively manage AWM accounts residing in the AWM Solutions Center or their own book of business
Provide advanced AWM financial and retirement planning services to Arvest Bank and AWM customers
Maintain expert knowledge of financial services/products to provide customers with solutions regarding the sale of IRA, brokerage, and insurance, trust products and trust services, and bank products
Review and analyze prospective clients' and existing customers' current financial situations to determine what appropriate financial services/products would meet their needs. Use prior experience and expertise to offer effective ideas and solutions for their clients
Present prospective clients and existing customers with financial plans for their review and consideration while possessing the knowledge to explain all pertinent information related to the plan to achieve quality service and customer satisfaction. The candidate must be proficient in using Monte Carlo analysis in building needs-based and risk-based portfolio structures for clients
Assist customers with the application process for financial products according to internal policies and procedures
Responsible for offering detailed solutions to prospects and to customers calling with questions related to their retirement plan, participating in efforts to generate business, and properly managing client relationships
Cross-sell by making customer and prospect referrals to Arvest Bank for the sale of bank products and services
Maintain all required FINRA and SEC licenses necessary to conduct AWM business and adhere to compliance concerns
Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity
Qualification
Required
Associate degree or equivalent related experience required
3 years of successful financial planning analysis, building of financial plans and investment planning experience is required
Series 7 license is required
Series 63 and 65 OR Series 66 (combo exam of 63/65) licensure is required
Life & Health license is required
Preferred
CFP or CFA is preferred
A bachelor's degree and additional experience is preferred
Relevant military experience is considered for veterans and transitioning service members
Benefits
Comprehensive suite of benefits
Full range of health and life, financial, and wellness benefits
Competitive compensation
Benefits packages
Significant professional growth
Company
Arvest Bank
Arvest Bank is a community-based financial institution serving more than 110 communities in Arkansas, Kansas, Missouri and Oklahoma.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
M
Matt Machen
President & COO
Y
Yurik Paroubek
Chief Operating Officer
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