Wealth Advisor - Wichita

RCB Bank•Wichita, KS

34d•Onsite

About The Position

RCB Bank is seeking a Wealth Advisor to serve as a Relationship Manager and trusted advisor who sells and services a book of business, primarily Investment Management and IRA Accounts. This role involves being the primary contact for a group of clients, developing new business through referrals and sourcing new clients, and maintaining communication to understand and ensure client financial planning and investment objectives are met. The Wealth Advisor will be accountable for the growth and retention of their client portfolio and the delivery of services to these clients.

Requirements

High school diploma or GED
Trust and/or Investment business development capabilities/experience
Ability to understand investments and trust services
Experience in trust administration, trust investment, or financial advisory services

Nice To Haves

Associate or bachelor’s degree in finance, business, economics, or applicable degree area
Professional designation, such as CFA, CFP, etc.
Knowledge of Trust regulations, compliance and other legal matters

Responsibilities

Represent the organization and the department, providing guidance and expertise to clients in meeting their financial needs and assisting them with clarifying and developing plans to meet their financial planning goals.
Manage client portfolios to assure conformity with client risk tolerance and goals.
Develop new business and additions to existing accounts to meet annual financial goals.
Work in collaboration with other Wealth Advisors, Retail Market Managers, Commercial Lenders, and other organization contacts.
Develop new business by contacting centers of influence (COI’s), prospects, and clients.
Cross-sell services including: DDA and savings accounts, cash management/deposit services, commercial loan services, and home mortgage loans.
Manage the client relationship for accounts developed or assigned.
Coordinate client communications and work closely with department employees on administrative, operational and investment issues to ensure the quality of the client experience.
Monitor client satisfaction to maximize retention and increase sales opportunities.
Provide technical planning and investment expertise to department staff, organization employees, clients, and centers of influence.
Use expertise to assist other Department officers in resolving client issues and complaints.
Foster client goodwill to Department clients and non-Department organization clients by providing guidance and resources on financial planning and investment issues.
Administer investment management, IRA, endowment, and custody accounts in accordance with all applicable rules and regulations, including without limitation Department and Board charter and directives, FDIC standards, the Prudent Investor Act, and the Uniform Principal and Income Act.