Wealth Advisor

At Oak Star, strong relationships are at the heart of everything we do—including how we work together. Since 2005, we’ve grown from a single location in Springfield, Missouri, into a trusted, multi-state financial institution serving communities across Missouri, Kansas, and Colorado. As an SBA Preferred Lender and a recognized leader in small business banking, our work supports local economies and meaningful growth—giving our team members the opportunity to make real, visible impact through their roles.

Working at Oak Star means joining a fast-paced, collaborative, and supportive team guided by our SERVE values—stewardship, empathy, responsiveness, vision, and empowerment. We’re committed to service excellence, giving back to our communities, and fostering a workplace where team members are supported. Current comprehensive benefits include health, dental, vision, life, and disability insurances, as well as 401(k), 401(k) match, paid time off, and paid holidays.

Position Summary The Wealth Advisor is responsible for developing and implementing tailored wealth management strategies for high-net-worth clients. This role requires a deep understanding of investment management, tax optimization, and risk management. The Wealth Advisor will possess exceptional analytical skills, a client-centric approach, and a proven ability to build long-lasting relationships.

Essential Duties
• Build and maintain relationships with high-net-worth clients, understanding their financial goals, needs, and preferences to deliver personalized wealth management solutions.
• Design and implement customized investment strategies that align with clients’ objectives and risk tolerance, leveraging market insights and product offerings.
• Conduct comprehensive financial assessments, including cash flow analysis and tax strategies, to optimize clients’ financial outcomes.
• Stay informed about market trends, economic conditions, and regulatory changes to provide informed advice and identify opportunities for clients.
• Regularly review and assess client portfolios, providing updates and recommendations based on performance and changing market conditions.
• Educate clients on investment strategies, market conditions, and financial planning concepts to empower informed decision-making.
• Partner with commercial, retail, and mortgage banking teams to identify cross-selling opportunities.
• Identify and pursue opportunities to expand the client base through networking, referrals, community involvement, and participation in industry events.
• Collaborate with internal departments to deliver a full suite of financial services.

Secondary Duties The Wealth Advisor performs duties specific to the position and other functions and duties as assigned.

Responsibilities
• Ensure compliance with all bank policies and procedures, as well as all applicable state and federal banking regulations.
• Ensure the confidentiality and security of customer information, bank information, proprietary information, and sensitive information.
• Treat people with respect, keep commitments, inspire the trust of others, work ethically and with integrity, uphold the bank’s values, and accept responsibility for one’s own actions.
• Demonstrate knowledge of and adherence to EEO policy, show respect and sensitivity for cultural differences, educate others on the value of diversity, promote a working environment free of harassment of any type, and value a diverse workforce.
• Follow policies and procedures, complete tasks accurately and on time, support the bank’s goals and values, and benefit the bank through outside activities.
• Complete all required training and policy reviews within established time frames.
• Perform the position safely, without endangering the health…