Wealth Advisor

Wealth Advisor I analyzes and interprets clients’ investment objectives and risk tolerances and provides individualized investment advice suitable for those objectives and tolerances. The advisor utilizes expertise and knowledge of the securities industry and market strategies to offer sound financial advice. Responsibilities Act in the best interest of the client and deliver outstanding service. Develop and maintain an increasing client base using market knowledge, strategies, and sales skills. Maintain product knowledge and stay current on market activity and news affecting the markets. Ensure all departmental documents and activities comply with applicable laws, regulations, policies, and SFIG written procedures related to the securities industry, including completion of required compliance training. Perform other duties and responsibilities as assigned. Qualifications / Skills Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals, or government regulations. Ability to read, analyze and interpret financial reports and/or legal documents. 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. Education and Experience HS Diploma/GED and one year experience as a financial advisor. Computer Skills MS Office programs. Certificates, Licenses, Registrations Series 7 and 63 license. Other Qualifications Ability to handle a high-stress environment. Must display professional conduct and appearance. Maintain client privacy and keep highly sensitive data confidential. Must have excellent PC knowledge—proficiency with MS Office programs such as Excel and Word. Must have excellent oral and written communication skills. Equal Employment Opportunity Information: 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