Simmons Bank

Community-focused banking across six states

Wealth Advisor 1

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeDallas, TX, USANo salary listedIn-person

About the Job

Requirements

A high school diploma or General Educational Development (GED) credential is required.
At least one year of experience as a financial advisor is required.
The ability to read and comprehend simple instructions, short correspondence, and memoranda is required.
The ability to read and interpret procedure manuals, general business correspondence, journals, and government regulations is required.
The ability to read, analyze, and interpret financial reports and legal documents is required.
The ability to write business correspondence and routine reports is required.
The ability to present information effectively in one-on-one and small-group situations to customers, clients, and organizational employees is required.
The ability to speak effectively, present information, and respond to questions from clients, customers, employees, managers, senior management, boards of directors, and the general public is required.
A Series 7 license is required.
A Series 63 license is required.
The ability to work in a high-stress environment is required.
Professional conduct and appearance are required.
The ability to maintain client privacy and keep highly sensitive data confidential is required.
Excellent oral and written communication skills are required.
Proficiency with Microsoft Office programs, including Excel and Word, is required.

Responsibilities

Analyze and interpret clients’ investment objectives and risk tolerances and provide individual investment advice suitable for those objectives and tolerances.
Use expertise and knowledge of the securities industry and market strategies to offer sound financial advice.
Act in the best interest of clients and deliver outstanding service.
Develop and maintain an increasing client base using market knowledge, strategies, and sales skills.
Maintain product knowledge and stay current on market activity and news affecting the markets.
Ensure that departmental documents and activities comply with applicable laws, regulations, policies, and written securities-industry procedures, including completion of required compliance training.
Perform other assigned duties and responsibilities.

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 Wealth Advisor I analyzes and interprets clients’ investment objectives and risk tolerances and provides individual investment advice suitable for those objectives and tolerances. The advisor utilizes their expertise and knowledge of the securities industry and market strategies to offer sound financial advice.

Essential Duties and Responsibilities

Acts in the best interest of the client and delivers outstanding service.
Develops and maintains an increasing client base by using well-developed market knowledge, strategies, and sales skills.
Maintains product knowledge and stays current of market activity and news affecting the markets.
Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and SFIG written procedures related to the securities industry, 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 and routine reports.
Ability to effectively present information in one-on-one and small group situations, to customers, clients, and other employees in the organization.
Ability to speak effectively, present information, and respond to questions from groups of clients, customers, employees, managers, top management, boards of directors, and the general public.

Education and/or Experience

HS Diploma/GED and
One year experience as a financial advisor.

Computer Skills

MS Office programs

Certificates, Licenses, Registrations

Series 7 and 63 license

Other Qualifications (including physical requirements)

Ability to handle a high-stress environment.
Must display professional conduct and appearance.
Maintain client privacy and keep highly sensitive data confidential.
Must have excellent PC knowledge-proficiency with MS Office programs such as Excel and Word.
Must have excellent oral and written communication skills.

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.

About the Company

Simmons Bank

Community-focused banking across six states

Simmons Bank is a community bank serving six states with 200 locations and about 2,800 associates. It provides consumer and small-business banking services such as checking, savings, mortgages, loans, and digital banking, allowing customers to manage money safely and access services online or in-branch. Its approach blends local decision-making with broad geographic reach, emphasizing personal service and community roots. Its goal is to help customers achieve their dreams—buying a home, starting a business, or managing money securely—through accessible, everyday financial services.

Company size: 1,001-5,000
Company stage: IPO
Headquarters: Jackson, MS
Founded: 1903

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