Arvest Wealth Management Senior Solutions Center Client Advisor

Pay is based on a number of factors including the successful candidate’s job‑related knowledge and skills, qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, including a full range of health, life, financial, and wellness benefits. For more information about benefits, please visit

Position can be located within the Greater Kansas City, Missouri area.

Position is Monday through Friday 8 a.m. to 5 p.m. with flexibility to work additional hours as needed.

The story of Arvest is one of commitment started by our founders in 1961, with an intense dedication to focusing on our customers. We will always be active and involved members of the communities we serve, and we will always work to put the needs of our customers first as we continue to fulfill our mission – People helping people find financial solutions for life.

• Proactively contact prospects and the existing base of household accounts to sell financial planning services. Meet outbound calling requirements of dials per day/week, appointments made and kept, number of profiles, and number of plans created.
• Provide strong consulting recommendations to effectively manage AWM accounts residing in the AWM Solutions Center or their own book of business.
• Provide advanced AWM financial and retirement planning services to Arvest Bank and AWM customers.
• Maintain expert knowledge of financial services/products to provide customers with solutions regarding the sale of IRA, brokerage, and insurance, trust products and trust services, and bank products.
• Review and analyze prospective clients' and existing customers' current financial situations to determine what appropriate financial services/products would meet their needs. Use prior experience and expertise to offer effective ideas and solutions for their clients.
• Present prospective clients and existing customers with financial plans for their review and consideration while possessing the knowledge to explain all pertinent information related to the plan to achieve quality service and customer satisfaction. The candidate must be proficient in using Monte Carlo analysis in building needs‑based and risk‑based portfolio structures for clients.
• Assist customers with the application process for financial products according to internal policies and procedures.
• Responsible for offering detailed solutions to prospects and to customers calling with questions related to their retirement plan, participating in efforts to generate business, and properly managing client relationships.
• Cross‑sell by making customer and prospect referrals to Arvest Bank for the sale of bank products and services.
• Maintain all required FINRA and SEC licenses necessary to conduct AWM business and adhere to compliance concerns.
• Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to: complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.

• Associate degree or equivalent related experience required.
• 3 years of successful financial planning analysis, building of financial plans and investment planning experience is required.
• Series 7 license is required.
• Series 63 and 65 OR Series 66 (combo exam of 63/65) licensure is required.
• Life & Health license is required.
• CFP or CFA is preferred.
• A bachelor’s degree and additional experience is preferred.
• Relevant military experience is considered for veterans and transitioning service members.

The associate must be able to travel occasionally by themselves within the US, possibly overnight. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

We offer competitive compensation, benefits packages, and significant professional growth.

Grade 15

Pay Range: $62,500 - $78,125 per year

Arvest Bank is committed to providing equal opportunity to all persons regardless of race, color, race‑based hairstyles and textures, religion, marital status, sex, sexual orientation, gender identity, pregnancy, age, national origin, disability, veteran status, or any other basis, which now or in the future may be specified by law. Along with an excellent benefits package, our associates are engaged, rewarded for performance, and encouraged to grow professionally and personally.

Our future is driven by our associates. If you want to be recognized for your results and empowered to reach your potential, we urge you to apply.