Associate Client Advisor Job Lowell area,Arkansas USA,Finance & Banking

Position: Associate Client Advisor - 16645

Pay is based on a number of factors including the successful candidate’s job-related knowledge and skills, qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits. For more information about benefits, please visit

Position can be located onsite anywhere in the Arvest four state operational footprint. (AR,OK,MO,KS)

Position is Monday through Friday 8 am to 5 pm.

Summary

Under the supervision and direction of the AWM Regional Manager and AWM Advisory Growth & Development Group, the Associate Client Advisor will begin the process of learning the Financial Services business, learn and develop sales skills, and be provided with a learning environment to study and potentially pass all required licensing exams. The incumbent is responsible for contacting potential customers and scheduling appointments to discuss financial services.

The incumbent is also expected to gain a general understanding of how to gather and analyze financial information while developing an understanding of information needed when designing future financial goals for potential customers. The incumbent will work in conjunction with AWM Advisory Growth & Development Group to learn to prepare for client meetings.

ESSENTIAL DUTIES and RESPONSIBILITIES

Successfully obtain Series 7 license within 120 days of hire.

Successfully obtain Series 63 and 65 license or Series 66 (combination exam of 63/65) license within 120 days of hire.

Successfully obtain Life and Variable Annuity license within 120 days of hire.

Develop general understanding of how Arvest Wealth Management (AWM) provides financial and retirement planning services to Arvest Bank and AWM customers.

Gain knowledge of the financial planning processes and learn how to provide customers with financial solutions in regards to the sale of brokerage, insurance, trust services and trust products.

Responsible for learning how to develop partnerships with bank branches in order to gain sales referrals, prospecting and marketing self and developing internal and external sales opportunities, initiating cold call communication with prospective clients in efforts to generate business, and working with Centers of Influence and vendors to develop strong relationships..

Develop an understanding of a customer’s financial goals and needs by using financial information gathered.

Learn how to review and analyze financial situations to determine what appropriate financial services/products would meet customer’s needs.

Work with AWM Advisory Growth & Development Group to learn how to present plans to customers for review and consideration, as well as explain pertinent information related to the customers’ financial plan.

Learn to perform a final overview of determined plan to garner a better understanding of the financial process.

This would include learning how to gather information to generate the customer’s application process for financial products according to internal policies and procedures.

Understand and comply with bank policy, laws, regulations, and the bank’s BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.

TEAM

ACCOUNTABILITIES

Support and uphold the Arvest Mission Statement.
Uphold the Arvest Code of Ethics that confidential information is safeguarded.
Maintain a high level of cooperation and rapport with all associates in order to ensure accurate and efficient operations and service.
Formulate and communicate new ideas and suggestions that will improve profitability and efficiency for the bank’s overall operation.
Promote professionalism at all times.

QUALIFICATION REQUIREMENTS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals…


Increase/decrease your Search Radius (miles)



Job Posting Language