Simmons Bank
Institutional Wealth Strategist
Clayton, MO
Sponsorship not specifiedDetected 16 days ago
AccountingExcelPerformance ManagementCommunicationProblem SolvingMicrosoft Office
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odds of building a lasting career here
37Risky
Cap-exempt (no lottery)0
Sponsors this role80
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- 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.
- The Institutional Wealth Trust Strategist ensures that the accounts will be administered appropriately.
Requirements
- 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 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.
- Education and/or Experience
- BS/BA Degree (4 year) from an accredited university/college or
- Four to six years of experience in wealth management.
- CPA, CFP, Law Degree or ABA designation in the area managed is 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
Compensation
- Responsible for all management duties of assigned associates to include hiring, performance management, salary recommendations, training of new associates and skill development of all staff.
Equal 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.
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This listing is sourced directly from Simmons Bank's careers page and normalized into a canonical job model.