In House Financial Advisor – Delos

We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here.

Then, use our "Get Started" section to take your first step to being a part of First United.
* Assume primary responsibility for assigned client relationships transitioned from Senior Advisors
* Participate in client transition meetings, calls, and outreach to ensure continuity of service
* Work with bank customer referrals below a certain level
* Serve as the ongoing point of contact for assigned clients following transition
* Deliver a consistent Delos and bank-branded client experience across all interactions
* Develop working knowledge of the firm’s approved digital investment platform(s)
* Educate clients on platform features, onboarding, and basic navigation
* Answer routine questions related to digital account usage and functionality
* Coordinate with internal operations or technology teams when advanced support is required
* Adhere strictly to approved product lists, portfolio models, and supervisory requirements
* Maintain accurate documentation and follow all regulatory and compliance standards
* Collaborate with Senior Advisors, Delos Portfolio Management, Trust Services, and Operations teams
* Participate in required training, travel, and professional development initiatives
* In-House Financial Advisors do not manage custom portfolios
* Advisory assets must be managed exclusively using Delos portfolios
* Product access is limited to firm-approved brokerage offerings
* Client relationships assigned to this role are intended to be long-term enterprise relationships
* Advancement is based on objective performance metrics and business results
* Successful transition and retention of assigned client relationships
* Measurable conversion of brokerage clients to advisory or digital solutions
* Consistent delivery of the Delos and bank client experience
* Demonstrated revenue growth and book stability
* Effective collaboration with Senior Advisors during transition periods
* 1–3 years of experience in wealth management, brokerage, or financial advisory services
* Experience working with retail or mass-affluent clients preferred
* Comfort managing a high volume of client relationships
* Strong interpersonal and client communication skills
* Ability to explain investment concepts clearly and professionally
* Comfort with technology and digital investment platforms
* High level of organization, follow-through, and professionalism
* Willingness to travel as needed to support client transitions
* Strong interest in long-term career growth within Wealth Management
- Incentive Compensation:
Revenue-based variable compensation tied to:  
* Advisory assets  
* Revenue growth  
* Digital platform participation
* Opportunity to manage a meaningful book of business early in your career
* Clear advancement path within a growing wealth management enterprise
* Access to institutional-quality Delos portfolios and digital solutions
* Collaborative, team-based environment with strong operational and investment support
* Ability to make a direct impact as the firm expands across Texas and Oklahoma
#J-18808-Ljbffr