Associate Client Advisor

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.

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.

• 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 a 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 regard to the sale of brokerage, insurance, trust services and trust products.
• Learn how to develop partnerships with bank branches to gain sales referrals, prospecting and marketing yourself and developing internal and external sales opportunities, initiating cold‑call communication with prospective clients 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 gathered financial information. Learn how to review and analyze financial situations to determine what appropriate financial services/products would meet customer needs.
• Work with AWM Advisory Growth & Development Group to learn how to present plans to customers for review and consideration, and explain pertinent information related to the customers’ financial plan.
• Learn to perform a final overview of a determined plan to gain a better understanding of the financial process, including 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, including completing compliance training, adhering to internal procedures and controls, and reporting any known violations or suspicious activity.

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

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 with disabilities to perform the essential functions.

• Associate Degree or equivalent relevant experience required.
• Must obtain FINRA Series 7 license…