Client Advisor


Fort Smith, AR

Industry: Financial Services


Less than 5 years

Posted 345 days ago

Our client a multi-billion asset, profitable institution seeks a client advisor for Western Arkansas. In the position, you will work with bank clients to determine their investment needs. Our client offers open architect and a larg array of products to offer clients.

They offer

  • An existing referral base
  • As client advisor you will be given an office in a branch and will be given a branch territory.
  • You will be a bank employee woth all the benefits i.e. profit sharing, pension; group ins; vacation
  • There are no silos, you will not compete with others for same dollar – trust, wealth advisors, private bankers, financial advisors all report to the same Regional Manager
  • As a new client advisor you will get a two year draw to get going; most places offer six months; maybe a year at the most.


Job Description

As Wealth Advisor you will:

  • Manage a portfolio of investments for clients
  • You develop clients through referrals from an exisitng qualified customers base and from your current contact base.  


As Wealth Advisor you will have:

Minimum of three years of experience as a financial advisor

Successful financialsalesexperience

Series 7 and series 63

Clean U-4

$80K - $150K