Sunflower Bank, N.A is looking for an energetic, highly motivated individual to fill the full-time position of Wealth Management Advisor to join our growing Wealth Management team in Houston, Tx.
Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit organizations. The Advisor identifies opportunities in the high-net-worth market segment through direct prospecting, development of centers of influence, and networking with other key influencers resulting in new high-net-worth relationships at the Bank. This position is an advocate for the prospect/client, leveraging the comprehensive resources of the company. With thorough discovery and a focus on planning, the Advisor is responsible for educating and advising prospects/clients to create customized wealth management strategies developed to meet prospects’/clients’ needs and objectives.
Primary Responsibilities
- Develop customized financial planning and wealth management strategies aligned with client goals and circumstances.
- Identify, solicit, and cultivate new relationships with high-net-worth individuals and families, professional service companies, non-profit and foundation clients.
- Deliver high quality client service as well as appropriate recommendations to address unmet needs to enhance existing relationships.
- Effective execution of sales and market development plan addressing referrals from existing clients, line of business partners, and centers of influence.
- Explain complex strategies in easy-to-understand and concise terminology.
- Deliver high quality presentations and clearly convey wealth management’s unique value proposition, investment philosophy, and range of investment and non-investment solutions beneficial to the client.
- Meet regularly with clients to review and update financial plans, present investment performance, and relay the firm’s market and economic outlook.
- Practice departmental strategies for the delivery of quality and effective customer service.
- Monitor Wealth Management policies on an ongoing basis for regulation compliance.
- Understand the bank’s mission, organizational structure, employee orientation guide, bank security, policies, procedures, and standards of conduct.
- Maintain profitability of Wealth Management client relationships.
- Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
- Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.
- Understand and participate in the Bank’s Community Reinvestment Act program.
- Perform other duties as assigned.
Education/Experience Preferred:
- 7 or more years of success in trust and investment sales to high-net-worth clients.
- Bachelor’s Degree in Business, Finance, or other related field.
- Certified Financial Planner (CFP) designation highly preferred.
- Experience utilizing MoneyguidePro or similar financial planning software to create comprehensive cash flow and retirement plans.
- Must possess strong sales skills, the ability to recognize sales opportunities, and the drive to pursue them vigorously.
- Must possess a high level of emotional intelligence and the ability to read situations accurately.
- Must possess business development, COI development, and creative networking skills.
- Must have a professional appearance and manner.
- Must be self-motivated and able to develop a sales culture.
- Expected to participate in ongoing Sunflower Bank, N.A. seminars and training dealing with Wealth Management sales, marketing, and compliance.
- Must be able to work flexible hours.
- Must be bondable.
Sunflower Bank Benefits
Employees enjoy outstanding benefits, including:
- 401(k) Plan with 6% Match
- Health/Dental/Vision Insurance
- Company-paid Life Insurance
- Tuition Reimbursement
- Fitness Reimbursement
- Paid Time Off
- Volunteer Leave
- Paid Holidays
- Plus many more employee perks & incentives!
People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives and we know that starts with our team.
If you qualify, apply online at www.sunflowerbank.com/careers.
You’ve never worked anyplace like Sunflower Bank!
EOE/AA: Minorities/Females/Disabled/Vets
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