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
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
Education And/Or Experience
Computer Skills
Certificates, Licenses, Registrations
Other Qualifications (Including Physical Requirements)
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.
Wealth Advisor • Dallas, TX, United States
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