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This position ensures that Private Wealth accounts will be administered appropriately. Also, works closely with clients, their professional advisors, and their account’s portfolio manager.
Essential Duties and Responsibilities
Maintains a high level of contact with major client relationships.
Medium to high level of complexity for the majority of accounts administered
Administers assigned accounts and works with portfolio managers to ensure that asset allocations and the frequency of review meetings are appropriate for major client relationships
Works with other bankers and professionals, in the legal and accounting fields, to develop new trust and investment management clients.
Ensures that the appropriate accountings are provided to necessary parties.
If in a Team Lead role, responsible for all supervisory duties of assigned associates to include hiring, performance management, salary recommendations, training of new associates and skill development of all staff.
Assists in budget preparation
Participates in civic, community, banking, trust, and legal organizations.
Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
Performs other duties and responsibilities as assigned.
QualificationsTo 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.
Skills
Ability to read and comprehend simple instructions, short correspondence, and memos.
Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals, or government regulations.
Ability to read, analyze and interpret financial reports and/or legal documents.
Ability to write simple-to-business correspondence, routine reports, and procedures.
Ability to respond, in writing, to customer complaints, regulatory agencies, or members of the business community.
Ability to effectively speak and present information in one-on-one and small group situations, to customers, clients, and other employees in the organization.
Education And/or Experience
BS/BA Degree (4 year) from an accredited university/college or
Six or more years of experience in wealth management.
Specialized Training
Courses related to investments, financial planning, estate administration, or another trust-related field is helpful.
Computer Skills
MS Word, Excel, and Outlook
Certificates, Licenses, Registrations
None
Other Qualifications (including Physical Requirements)
Must have good oral and written communication skills.
Must have good problem solving skills with the ability to develop creative solutions.
OtherPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice.
Skills Training
Communication, Customer Service, Time Management
Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications. Simmons First National Corporation and its subsidiaries are committed to Affirmative Action Programs consisting of results-oriented procedures to ensure equal employment opportunities. These programs require positive action in lieu of neutral non-discrimination and merit hiring/performance policies.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Banking
Referrals increase your chances of interviewing at Simmons Bank by 2x
Leverages financial analysis in the development of detailed and complex financial plans. Consults with clients and their external advisors on complex issues, as required. Provides commentary and awareness on emerging trends and new legislation through articles, case laws, and advanced planning solutions.
We are a full-service financial partner offering banking products, credit cards, lending, treasury management, and more for both our personal and business customers. Customers also have access to investments,1 trust3 and insurance3,2 services.
According to various studies and publications, the average age of financial advisors is somewhere between 51 and 55 years, with 38% expecting to retire in the next ten years.
Any minimums in terms of investable assets, net worth or other metrics will be set by individual wealth managers and their firms. That said, a minimum of $2 million to $5 million in assets is the range where it makes sense to consider the services of a wealth management firm.
Simmons Bank is a wholly owned subsidiary of Simmons First National Corporation (NASDAQ: SFNC), a Mid-South based financial holding company that has paid cash dividends for 114 consecutive years. Simmons Bank operates 231 branches in Arkansas, Kansas, Missouri, Oklahoma, Tennessee and Texas.
In 1960 at an annual stakeholders meeting, our board voted to change the name of the institution from Simmons National Bank of Pine Bluff to Simmons First National Bank of Pine Bluff. Shortly thereafter the logo that is still used today was adopted.
On January 16, 2020, the United States District Court for the Western District of Missouri denied Simmons Bank's motion to dismiss a lawsuit bringing claims against Simmons Bank for improperly charging overdraft fees on transactions that did not overdraw plaintiffs' accounts.
It is also the 77th largest bank in the nation. It was established in 1903 and as of March of 2024, it had grown to 2,974 employees at 249 locations. Simmons Bank has an A health rating.
Simmons First National Corporation Completes Acquisition of Citizens National Bank. “Citizens has a long tradition of providing exemplary banking services to its customers. We plan on continuing its commitment to its customers, associates and communities as we strengthen our presence in East Tennessee,” said George A.
The estimated total pay range for a Senior Vice President at Bank of America is $183K–$272K per year, which includes base salary and additional pay. The average Senior Vice President base salary at Bank of America is $173K per year.
Private Equity Vice President Salary in California. $113,500 is the 25th percentile. Salaries below this are outliers. $187,500 is the 75th percentile.
Introduction: My name is Kerri Lueilwitz, I am a courageous, gentle, quaint, thankful, outstanding, brave, vast person who loves writing and wants to share my knowledge and understanding with you.
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