Arvest Wealth Management Senior Solutions Center Client Advisor

Overview

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 and life, financial, and wellness benefits. For more information about benefits, please visit  Position can be located within the Oklahoma City, Oklahoma area. Position is Monday through Friday 8 am to 5 pm with flexibility to work additional hours as needed.

AWM Senior Solutions Center Advisor (Outbound)

Under the supervision and direction of the assigned manager, the AWM Senior Solutions Center Advisor proactively creates customer opportunities. The incumbent possesses a broad understanding of IRA, brokerage, insurance, advisory accounts, alternative investments, and bank products and is accountable for both referred and direct sales and service of non-FDIC-insured investment and insurance products. The advisor gathers and analyzes financial information to provide customers with financial solutions to best fit their needs and proactively contacts prospects and the existing base of household accounts to sell financial planning services and manage Arvest Wealth Management accounts residing in the Solutions Center.

The incumbent is responsible for their assigned book of business/customers, advising, planning, and retaining, with the main activity focused on a single book of business of 300 – 500 households with up to $50 million assets under management (AUM).

Other duties may be assigned.

• 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 appropriate financial services/products to meet their needs, using prior experience to offer ideas and solutions.
• Present prospective clients and existing customers with financial plans for review, explaining all pertinent information to achieve quality service and customer satisfaction. Proficient in using Monte Carlo analysis for building needs-based and risk-based portfolio structures.
• Assist customers with the application process for financial products according to internal policies and procedures.
• Offer detailed solutions to prospects and customers with questions related to their retirement plan, participate in efforts to generate business, and properly manage 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 completing compliance training, adhering to internal procedures and controls, and reporting any known violations or suspicious 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…