Arvest Wealth Management Senior Retirement Plan Advisor

Position can be located in any of our Missouri markets. (Greater Kansas City, Joplin, or Springfield)

Position is Monday through Friday 8 am to 5 pm with the ability to work additional hours as needed.

This role is salaried plus potential incentives based upon performance.

Pay is based on a number of factors including the successful candidate's job-related knowledge and skills, qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits. For more information about benefits, please visit www.arvest.com / careers / benefits.

SUMMARY : Under the supervision and direction of the Director of Retirement Plan Consulting, the Senior Retirement Plan Advisor will focus on new business opportunities for employer sponsored retirement accounts - specifically defined contribution and defined benefit plans for large and complex institutional accounts of $25 million or greater. The Advisor is responsible and accountable for generating direct sales revenue from retirement plan products as well as developing Centers of Influence (COI) channels that can produce sales from new business opportunities.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

1. Responsible for handling the retirement plans for large and complex institutional accounts of $25 million or greater. Focus should be on core business development with the requirement to produce substantial fee income from the sale of new retirement plans.

2. Develop strategic approaches and tactics and implement those strategies to increase market awareness of AWM capabilities and service model.

3. Accountable for complex business development and selling productions and services by :

• Developing new client relationships through networking, prospecting and referrals.
• Identifying solutions and services such as cross-selling opportunities to enhance existing client relationships.
• Retaining and growing assets under management by working with clients, prospective clients, and Centers of Influence and providing advice and implementation.
• Cultivating and closing retirement plan sales.

4. Work closely with bank and AWM sales managers and leaders, commercial bankers, trust officers, investment representatives, and other bank personnel to identify qualified retirement plan prospects. Use these referrals and personal effort to sustain an active calling program with the commercial relationship managers.

5. Acquire and maintain complex knowledge in Retirement Plans, ERISA, Fiduciary Issues and DOL regulations.

6. Maintain a prospect pipeline report and keep up to date.

7. Be knowledgeable on the various recordkeeping platforms and Third-Party Administrator (TPA) firms that AWM partners with and know the features and benefits of each.

8. Attend various meetings (CFB4, loan committee, communication meetings, sales rallies, AWM team meetings) on an ongoing basis within your assigned markets.

9. Be able to deliver the AWM story (our culture and our service model).

10. Understand and comply with bank policy, laws, regulations, and the bank's BSA / AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and / or account activity.

TEAM ACCOUNTABILITIES :

QUALIFICATION REQUIREMENTS :

To perform this job successfully, an individual must have the ability to organize verbal and written presentations and possess good customer relation skills with effective sales abilities. The requirements listed below are representative of the knowledge, skill, and or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

EDUCATION and / or EXPERIENCE :

OTHER SKILLS AND ABILITIES :

PHYSICAL DEMANDS :

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

While performing the duties of this job, the associate is regularly required to stand, walk, sit and talk and hear. The associate must occasionally reach with hands and arms, stoop, kneel or crouch.

The associate must occasionally lift and / or move up to 25 lbs. Specific vision abilities required by this job include close vision, color, and the ability to adjust focus.

WORK ENVIRONMENT :

The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Grade 17

Pay Range : $87070 - $103398 per year