Wealth Management & Investment Advisor

First Mid Bank & Trust•Columbia, MO

5h•$49,000 - $61,300

About The Position

At First Mid Wealth Management, we are committed to always doing what is best for our clients and providing tangible value through financial planning and engagement. Because we are part of First Mid Bancshares, Inc., collaboration, and relationship management across business lines is engrained in our culture and is a key part of our financial advisors’ and clients’ success. First Mid financial advisors help our client each and everyday plan for what’s most important to them and help them reach their dreams and financial goal. We are currently looking for experienced financial advisors looking to grow their career, who share similar values and are eager to make a difference in our client’s financial lives.

Requirements

Minimum 4 years sales experience in the wealth management and investment services industry
Must possess FINRA Series 7 and Series 66 and Life & Health licenses with no negative marks on your CRD/U4
Possess superb verbal and interpersonal communication skills to interact in a positive and optimistic way with clients, team members and other bank partners
Motivated and proactive self-starter with the ability to manage multiple priorities and the desire to grow and achieve results
Desire to continually learn, stay attuned and improve upon industry trends, financial markets, financial planning and client relationship
Proficiency with Microsoft Office Suite

Nice To Haves

Bachelor’s degree strongly preferred
Master’s degree or related professional certification a plus
Previous trailing-12 production minimum of $150,000 and assets under management of $25,000,000 strongly preferred
Leverage industry-renowned digital tools offering to enhance your client’s experience, including MoneyGuidePro, client data aggregation and a fully integrated advisor workstation

Responsibilities

Manage a client book of business by helping them plan for what’s important to them, recommending services and solutions that are most appropriate to meet their client’s needs, and providing ongoing guidance and monitoring to develop a long-lasting relationship
Proactively engage and foster First Mid’s culture of embracing relationship management across all business lines to provide complete financial management for our clients
Represent First Mid and provide leadership in key community activities, committees and business development
Exhibit strong working knowledge of economic and financial planning principles, estate planning, and the financial markets
Performs related duties as assigned