Client Advisor

Location: Little Rock, AR
Date Posted: 08-31-2017
Our client a multi-billion asset, profitable institution seeks a client advisor in Central Arkansas for their wealth management group.  In the position, you will work with bank clients to determine their investment needs.  Our client offers open architect and a larg array of products to offer clients.
They offer
  • An existing referral base
  • As client advisor you will be given an office in a branch and will  be given a branch territory.
  • You will be a bank employee with all the benefits i.e. profit sharing, pension; group ins; vacation
  • There are no silos, you will not compete with others for same dollar – trust, wealth advisors, client advisors, private bankers, all report to the same Regional Manager
  • As a new client advisor you will get a two year draw to get going; most places offer six months; maybe a year at the most.
 

Job Description

As Wealth Advisor you will:
  • Manage a portfolio of investments for clients
  • You develop clients through referrals from an exisitng qualified customers base and from your current contact base.  

Qualifications

As Wealth Advisor you will have:
Minimum of three years of experience as a client advisor
Successful financial sales experience
Series 7 and series 63
Clean U-4
or
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