Wealth Management Advisor

Description

At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank, N.A. at sunflowerbank.com. 

Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Wealth Management Advisor at our Los Angeles, CA - Wilshire Blvd Location.  

The salary range for this position is $93,100 to $135,000 depending on knowledge, skills, abilities, experience, and location.

Description:

A Wealth Management Advisor is responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals and families. The Advisor is to identify opportunities in the high-net-worth market segment through direct prospecting, development of centers of influence (both internal and external), and development of networks with other key influencers resulting in new high-net-worth relationships at the Bank. This position is an advocate for the prospect/client, leveraging the comprehensive resources of the company. With thorough discovery, the Advisor responsibly educates and advises prospects/clients with customized wealth management strategies developed to meet prospects’/clients’ needs and objectives.

Responsibilities:

• Develop customized financial planning and wealth management strategies aligned with client goals and priorities.
• Identify and cultivate new relationships with high-net-worth individuals and families, professional service companies, non-profit and foundation clients.
• Deliver high-quality client service as well as appropriate recommendations to address unmet needs in order to acquire new clients and to enhance existing relationships.
• Effective execution of sales and market development plan addressing referrals from existing clients, line of business partners and centers of influence.
• Verbalize and easily explain complex strategies in terms clients may understand.
• Deliver high-quality presentations and clearly convey wealth management issues, investment philosophy, and range of investment and non-investment solutions that are relevant to the client.
• Practice departmental strategies for the delivery of quality and effective customer service.
• Assist with product development, introduction and maintenance.
• Manage controllable expenses of the Wealth Management department within targeted profit plan levels.
• Review and interpret Wealth Management documents to answer client questions.
• Practice and maintain fiduciary accountability risk management.
• Review cash report for available funds, discretion and transaction initiation and follow through.
• Monitor Wealth Management policies on an ongoing basis for regulation compliance.
• Understand the bank’s mission, organizational structure, employee orientation guide, bank security, policies, procedures, and standards of conduct.
• Maintain profitability of Wealth Management client relationships.

Education/Experience Preferred:

• Bachelor’s Degree in Business, Finance, or other related field 
• Certified Financial Planner designation preferred.
• 7 or more years of success in trust and investment sales to high-net-worth clients.
• Must possess strong sales skills, the ability to recognize sales opportunities and the drive to pursue them vigorously.
• Must possess a high level of emotional intelligence and the ability to read situations accurately.
• Must possess business development, COI development and creative networking skills.
• Must have a professional appearance and manner.
• Must be self-motivated and able to develop a sales culture.
• Expected to participate in ongoing Sunflower Bank, N.A. seminars and training dealing with Wealth Management sales, marketing and compliance.
• Must be able to work flexible hours.

Pay is dependent on knowledge, skills, abilities, experience, and location.

Working Conditions

The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus. 

Sunflower Bank Benefits

People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.

Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: 

• Rooted in Strength 
• Propelled by Growth 
• Individuals in a Great Whole 
• Creating Possibility 
• Community Focused 

Associates enjoy outstanding benefits, including: 

• 401(k) Plan with 6% Match 
• Health/Dental/Vision Insurance 
• Company-paid Life Insurance 
• Tuition Reimbursement 
• Fitness Reimbursement 
• Paid Time Off 
• Volunteer Leave 
• Paid Holidays 
• Plus, many more associate perks & incentives! 

If you qualify, apply online at www.sunflowerbank.com/careers. 

You’ve never worked anyplace like Sunflower Bank!

EOE/AA: Minorities/Females/Disabled/Vets

Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.

If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location-specific notices is available in our privacy policy.