Wealth Management Advisor II

Description At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth‑management financial objectives. Creating Possibility is not just our mission; it’s what we do every day for clients and associates. Job Type Full-time Location Los Angeles, CA Salary $106,200 to $157,200 (depending on knowledge, skills, abilities, experience, and location) Position Summary The Wealth Management Advisor II collaborates and co‑manages with the Managing Director in the maintenance of a high‑net‑worth client base. The advisor independently manages client portfolios, maintains active contact with existing clients, and acts as a liaison between the client and the organization to expand relationships across the enterprise’s wealth offerings. Responsibilities include asset allocation, investment strategy, and financial planning solutions, with discretionary and independent judgment. Responsibilities Support Managing Directors in business development activities and in determining client wealth management needs Work with the Managing Director to maintain and expand client relationships Work independently and alongside the Wealth Planning department to provide and present financial planning solutions Manage client requests including account setup/paperwork, daily maintenance, execution of service requests, and resolution of service issues Attend and participate in client and/or prospect meetings, and conference calls with clients and the Managing Director Prioritize and take ownership of client post‑meeting action items Document client correspondence using the company CRM system and maintain client databases per firm processes and compliance requirements Prepare for client and prospect meetings by compiling portfolio allocation and performance reports, ensuring accuracy, and providing status updates Prepare investment proposals to address the complex needs of prospective clients Work with the trading desk to accurately invest, rebalance, and maintain client portfolios in line with their documented investment strategy Respond to client questions related to investment solutions, trade rationale, and market activity Collaborate with the Trust Department to perform annual portfolio reviews Participate in department discussions to improve the client service model and enhance client experience Perform duties in accordance with applicable industry laws, regulations, and company policies and procedures Uphold Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines Participate in the Bank’s Community Reinvestment Act program Perform other duties as assigned Education / Experience Bachelor’s degree and/or MBA in Finance Series 65 required Certified Financial Planner (CFP) designation preferred Minimum of 7‑10 years of strong investment management experience Strong sales skills, ability to recognize sales opportunities, and drive to pursue them vigorously High level of emotional intelligence and ability to read situations accurately Business development, COI development, and creative networking skills Professional appearance and manner Self‑motivated and ability to develop a sales culture Ability to participate in ongoing Sunflower Bank seminars and training on Wealth Management sales, marketing, and compliance Experience analyzing and assessing personal financial planning and investment strategy Ability to work flexible hours Bondable Working Conditions Position requires performing essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work‑related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color, peripheral vision, depth perception, and ability to adjust focus. Benefits 4‑year growth and support culture Founder values: Rooted in Strength, Propelled by Growth, Individuals in a Great Whole, Creating Possibility, Community Focused Associate Benefits 401(k) Plan with 6% match Health, Dental, and Vision Insurance Company‑paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Additional associate perks and incentives Sunflower Bank, N.A. is an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law. #J-18808-Ljbffr Sunflower Bank Mortgage Lending