Wealth Advisor

About the role

Wealth Advisors at our firm are passionate about helping clients achieve their financial goals through personalized investment advice. Our team is dedicated to providing exceptional service and staying up-to-date with the latest market trends.

Responsibilities

• Acts in the best interest of the client and delivers outstanding service.
• Develops and maintains an increasing client base by using well-developed market knowledge, strategies, and sales skills.
• Maintains product knowledge and stays current of market activity and news affecting the markets.
• Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and SFIG written procedures related to the securities industry, including completion of required compliance training.
• Performs other duties and responsibilities as assigned.

Qualifications

• High School Diploma/GED and One year experience as a financial advisor.
• Ability to read and comprehend simple instructions, short correspondence, and memos.
• Ability to read, analyze and interpret financial reports and/or legal documents.
• Ability to write simple-to-business correspondence and routine reports.
• Ability to effectively present information in one-on-one and small group situations, to customers, clients, and other employees in the organization.
• Ability to speak effectively, present information, and respond to questions from groups of clients, customers, employees, managers, top management, boards of directors, and the general public.
• Education and/or Experience: HS Diploma/GED and One year experience as a financial advisor.
• Computer Skills: MS Office programs.
• Certificates, Licenses, Registrations: Series 7 and 63 license.

Skills

• Ability to read and comprehend simple instructions, short correspondence, and memos.
• Ability to read, analyze and interpret financial reports and/or legal documents.
• Ability to write simple-to-business correspondence and routine reports.
• Ability to effectively present information in one-on-one and small group situations, to customers, clients, and other employees in the organization.
• Ability to speak effectively, present information, and respond to questions from groups of clients, customers, employees, managers, top management, boards of directors, and the general public.

Equal Employment Opportunity

Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.