Arvest Wealth Management Wealth Planner

Pay is based on a number of factors including the successful candidate’s job-related knowledge, skills, qualifications, and prior experience. Position can be located anywhere within the Arvest four-state operational footprint (AR, OK, MO, KS). Schedule is Monday through Friday, 8 am to 5 pm, with additional hours as needed.

About the role

The Wealth Planner partners with the Advanced Planning Team and works with Wealth Strategists and the Engagement Coordinator to foster relationships with local teams—including Bank Leadership, Bank Board of Directors, Lenders, Private Banking, Client Advisors, Wealth Advisors, Trust Officers, and Investment Officers—to offer high-level Discovery and Solutions encounters for Arvest Wealth Management’s high-net-worth clients. The role emphasizes client priorities and goals, implementing solutions aligned with their financial, business succession, and personal plans.

Responsibilities

• Manage relationships on the Advanced Planning Team (APT) by collaborating with the Engagement Coordinator and Wealth Strategists to lead discussions, planning, and delivery of financial plans, establishing a coordinated system of engagement internally to produce optimal client solutions.
• Collaborate with the Engagement Coordinator and Wealth Strategist on financial plans and solutions to ensure alignment with client goals and priorities.
• Cultivate relationships across the Arvest footprint with Bank Leadership, Bank Board of Directors, Lenders, Private Banking, Client Advisors, Wealth Advisors, Trust Officers, and Investment Officers to build an ongoing pipeline of engagement.
• Host client-approved webinars and internal/external educational meetings to facilitate future engagements.
• Lead Discovery and Solutions meetings with the APT, local teams, and clients to establish and strengthen client relationships.
• Work with the APT and local teams on implementing solutions, engaging advisors and clients to execute plans, and establishing follow-up systems to support future engagement and revenue generation.
• Partner with marketing to promote the APT across the Arvest footprint through printed materials and video opportunities to increase awareness.
• Understand and comply with bank policy, laws, regulations, and the bank’s BSA/AML Program as applicable to job duties, including completing compliance training, adhering to internal procedures, reporting violations, and monitoring suspicious activity.

Requirements

• Bachelor’s degree in finance or a related field (required).
• 8 years of prior sales experience and industry-relevant experience in finance (required).
• In-depth knowledge of investment and fiduciary products and services (required).
• In-depth knowledge of complex estate and taxation (required).
• Experience working with high-net-worth clients (required).
• Certifications such as CFP, CWS, CEPA, ChFC, CLU, or CFA (preferred).
• Broad knowledge of management and sales techniques (preferred).
• Relevant military experience is considered for veterans and transitioning service members.

Physical Demands

• Regular attendance is an essential function of the job.
• Ability to travel occasionally within the U.S., possibly overnight.
• Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions.

Benefits

Arvest offers a comprehensive suite of benefits, including health, life, financial, and wellness benefits. For more information, visit www.arvest.com/careers/benefits.

Pay

Grade 19 Pay Range: $129,050 – $161,315 per year.