Wealth Management & Investment Advisor

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
• Perform 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

Benefits

• Comprehensive healthcare
• Well-being benefits
• Paid family leave
• Generous paid time off
• Banking perks
• Tuition reimbursement
• An Employee Stock Purchase Plan
• A 401K plan with company match

Total Rewards

• Short-term incentives (i.e., bonus, incentives, and/or commission)

Company Information

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.