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Financial Advisor - Wichita, KS
Emprise Bank Wichita, KS
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$75k-92k (estimate)
Full Time 3 Days Ago
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Emprise Bank is Hiring a Financial Advisor - Wichita, KS Near Wichita, KS

Job Description

Job Description

At Emprise Bank, everything we do is focused on empowering the neighborhoods, businesses, and people in our communities to thrive. We proudly work to provide extraordinary customer service and products to help our customers achieve their goals.

We are looking for a Financial Advisor to join our Wealth Management Team in Wichita, Kansas. The Financial Advisor is responsible for building and maintaining client relationships, analyzing financial situations, and providing comprehensive financial planning advice. You will collaborate with clients to understand their goals, assess their risk tolerance, and develop tailored financial strategies. This role involves staying informed about market trends, investment options, and regulatory changes to ensure the delivery of accurate and up-to-date advice.

A successful candidate will have:

  • Exemplary customer service experience
  • Strong relationship management, sales, and business development skills
  • Strong attention to detail and time management skills
  • Confident and articulate communication skills, both verbally and written
  • Experience with obtaining sales goals and objectives
  • Initiative and strong work ethic
  • Problem resolution and analytical thinking skills
  • Ability to effectively build and maintain relationships with Emprise associates, vendors, professional contacts, and customers
  • Credibility to provide reliable and accurate financial information for recommendations
  • An understanding of and commitment to our values

Essential functions of the role:

  • Conduct thorough financial assessments for clients to understand their financial goals and objectives.
  • Develop customized financial plans and investment strategies based on clients' needs and risk tolerance.
  • Provide ongoing financial advice and guidance to clients, adapting strategies as needed.
  • Stay informed about market trends, economic conditions, and changes in financial regulations.
  • Monitor and manage client portfolios to optimize performance and align with their objectives.
  • Build and maintain strong client relationships through regular communication and reviews.
  • Collaborate with other team members to deliver a holistic approach to financial planning.
  • Stay current on industry best practices and continuously enhance your knowledge and skills.
  • Other duties are assigned within the scope and responsibility of the job.

Requirements

  • Bachelor’s degree in Finance, Business, or a related field.
  • 5 years of industry experience
  • Series 7/63 (general securities) license required
  • Life/health insurance license required

Benefits

In addition to a competitive salary and benefits, Emprise offers professional growth, a rewarding and challenging environment, opportunities to be involved in our communities, and a culture of integrity, passion, and success. We also offer shift differential pay for bilingual candidates!

At Emprise Bank, empowering people to thrive means having an all-inclusive culture that honors our commitment to all dimensions of diversity in our workforce and embraces inclusion of all people. People of color, women, LGBTQIA , veterans, and persons with disabilities are encouraged to apply.

To learn more, please visit our website at www.emprisebank.com.

Emprise Bank is an EEO/AA/ADA/Veteran Employer/Member FDIC/Drug Free Workplace.

Emprise Bank participates in E-Verify and will provide your Form-I 9 to the federal government to confirm authorization to work in the United States.

Job Summary

JOB TYPE

Full Time

SALARY

$75k-92k (estimate)

POST DATE

06/25/2024

EXPIRATION DATE

07/11/2024

WEBSITE

emprisebank.com

HEADQUARTERS

DERBY, KS

SIZE

500 - 1,000

FOUNDED

1910

CEO

NEIL DICKSON

REVENUE

$50M - $200M

INDUSTRY

Banking

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About Emprise Bank

The history of Emprise Bank began in 1910 with the formation of Stockyards National Bank. By setting a higher standard of service for Wichitas banking customers, the Bank was destined for success from its very first transaction. In 1965, the Michaelis family acquired Stockyards National Bank, which changed its name to United American Bank & Trust in the early 1970s. Over the next 25 years, the Michaelis family acquired banks and opened locations in communities across Kansas including Council Grove, Eureka, Hays, Hillsboro, Iola, Moran, Potwin, and Toronto. They also acquired the National Bank ... of Wichita and Wichita State Bank. In 1989, the three Wichita banks merged under the name of Emprise Bank. In the early 1990s, Emprise expanded into the Lawrence community. Later that decade, Emprise acquired Wichita Federal Savings & Loan, which increased the Wichita banks market share and doubled its asset size. But Emprise wasnt done growing yet; there were still more people in more places needing to be served. The early 2000s brought continued growth for Emprise with additional locations in Chanute, El Dorado, Humboldt, and Lawrence. In addition, the community banks were all merged under one Emprise Bank charter. Combining the charters created one bank and one way to do business. Then, in November 2006, Emprise Bank acquired Prairie State Bank, adding eleven branches to the Emprise network and increasing the number of employees to nearly 500. Through the merger, Emprise Bank reached $1 billion in total assets. Today, the Emprise Bank system includes over 40 locations in more than 20 communities across the state. With a commitment to community growth and a dynamic leadership team, Emprise Bank will continue to be the premier community bank where customer relationships still have value. More
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