Wealth Advisor

Responsible for high net worth client acquisition and management of those relationships in coordination with other business line specialists across MidFirst Bank. Engages practice experts in various lines of business to deliver products and services across the full breadth of MidFirst based on client needs. Establishes relationships with centers of influence and internal MidFirst partners. Consults with clients regarding their unique financial needs to help manage, preserve and transfer their wealth. In addition, Private Bank duties include, but are not limited to:

• Work with the Credit Underwriting team and Closing team to facilitate approval or denial and closing of lending opportunities
• Deliver a differentiated client experience for the affluent market that supports MidFirst Bank's values through a consultative, customized needs-based approach and proactive long-term relationship management
• Participate in an end-to-end sales process, primarily through regular client engagement, to help identify their services usage, loan, and business opportunities, including needs assessment, in tandem with Private Bank Relationship Managers and assist with in-depth discovery meetings, solution presentations, and ongoing client communication
• Cultivate referral networks through active community involvement and professional group affiliations to source new affluent clients and proactively introduce the Relationship Managers

Requirements

• Bachelor degree preferred, preferably in finance or a business-related field of study
  5+ years of financial services product and service recommendation experience for services such as investment management, brokerage, private banking, wealth planning, trust, and individual retirement.
• Existing book of business cultivated through personal business development efforts
• Relationship management experience
• 5+ years of experience with high net worth client portfolios across a broad array of wealth management products and services
• Experience teaming with specialists from different disciplines to meet the complex financial needs of clients
• Well-developed centers of influence network