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Wealth Management Advisor
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Full-time
- is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Dallas, TX.
- Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit organizations.
- The Advisor identifies opportunities in the high-net-worth market segment through direct prospecting, development of centers of influence and networking with other key influencers resulting in new high-net-worth relationships at the Bank. This position is an advocate for the prospect/client, leveraging the comprehensive resources of the company.
- With thorough discovery and a focus on planning, the Advisor is responsible for educating and advising prospects/clients to create customized wealth management strategies developed to meet prospects’/clients’ needs and objectives.
- Identify, solicit, and cultivate new relationships with high-net-worth individuals and families, professional service companies, non-profit and foundation clients.
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