Senior Private Wealth Strategist

Senior Private Wealth Strategist page is loaded## Senior Private Wealth Strategist locations:
El Dorado, AR:
Texarkana, TXtime type:
Full time posted on:
Posted Todayjob requisition :
R114366## It's fun to work in a company where people truly BELIEVE in what they're doing!
* We're committed to bringing passion and customer focus to the business.
* 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.
** Qualifications
* * To 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.
* Law school graduates strongly preferred
** 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.
** Other
* * Please 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.
* 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.
* Since 1903, we’ve been putting people first by making a commitment to you. Simmons Bank is the subsidiary bank for Simmons First National Corporation (NASDAQ: SFNC), a publicly traded bank holding company headquartered in Arkansas.…