Senior Private Wealth Strategist

Simmons Bank(2 months ago)

El Dorado, AROnsiteFull TimeSenior$121,830 - $163,832 (estimated)Wealth Management

About this role

This position supports the administration and oversight of Private Wealth accounts and serves as a primary contact for major client relationships. It involves collaboration with clients' professional advisors and portfolio managers to maintain account integrity and reporting. The role sits within the firm's private wealth/wealth management function.

View Original Listing

Required Skills

Client Relations
Account Administration
Trust Administration
Financial Analysis
Legal Documents
Communication
Problem Solving
Microsoft Office
Investment Planning

Qualifications

BS/BA Degree
Law Degree (Preferred)

About Simmons Bank

simmonsbank.com

For 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.

View more jobs at Simmons Bank →