Wealth Advisor

Responsibilities The Wealth Advisor I analyzes and interprets clients’ investment objectives and risk tolerances, providing individualized investment advice suitable for those objectives and tolerances. The advisor utilizes their expertise and knowledge of the securities industry and market strategies to offer sound financial advice. Acts in the best interest of the client and delivers outstanding service. Develops and maintains an increasing client base by using well‑developed market knowledge, strategies, and sales skills. Maintains product knowledge and stays current of market activity and news affecting the markets. Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and SFIG written procedures related to the securities industry, including completion of required compliance training. Performs other duties and responsibilities as assigned. Qualifications High school diploma or GED and one year of experience as a financial advisor. Series 7 and 63 license. Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to read, interpret, and analyze documents such as procedure manuals, general business correspondence, legal documents, and financial reports. Ability to write simple-to‑business correspondence and routine reports. Ability to effectively present information in one‑on‑one and small group situations, to customers, clients, and other employees in the organization. Ability to speak effectively, present information, and respond to questions from groups of clients, customers, employees, managers, top management, boards of directors, and the general public. Strong PC knowledge and proficiency with MS Office programs such as Excel and Word. Excellent oral and written communication skills. Ability to handle a high‑stress environment and maintain professional conduct and appearance. Maintain client privacy and keep highly sensitive data confidential. Equal Employment Opportunity Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications. #J-18808-Ljbffr