Associate Wealth Advisor
Simmons Bank(5 months ago)
About this role
The Associate Wealth Advisor supports the financial planning process and provides client relationship support while working under mentorship from senior Wealth Advisors. This hybrid sales role is designed to prepare the incumbent for advancement to a Wealth Advisor through mentorship and self-paced learning. The position uses third-party broker-dealer technology and is eligible for a base salary plus performance-based compensation.
Required Skills
- Financial Planning
- Client Relations
- Sales
- Compliance
- Microsoft Office
- Financial Analysis
- Time Management
- Communication
- Investment Research
- Presentation
Qualifications
- BS/BA Degree
- SIE
- Series 7
- Series 63
- Series 65
- Series 66
- Life/VA/Health Insurance License
- CFP
About Simmons Bank
simmonsbank.comFor more than 100 years, Simmons Bank has worked hard to help make our customers’ dreams come true - like buying a home, starting a business or simply having the ability to manage your money safely and securely, anywhere you happen to be.
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