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Description
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 Plano, 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
Education/Experience Preferred:
Sunflower Bank Benefits employees enjoy outstanding benefits, including:
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
Full Time
$68k-100k (estimate)
05/18/2024
07/17/2024
The job skills required for Wealth Management Advisor include Wealth Management, Planning, Client Service, Investment Management, Financial Planning, Business Development, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Management Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Management Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Management Advisor positions, which can be used as a reference in future career path planning. As a Wealth Management Advisor, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Management Advisor. You can explore the career advancement for a Wealth Management Advisor below and select your interested title to get hiring information.