Arvest Wealth Management Senior Solutions Center Client Advisor - Joplin

Only for registered members Joplin, United States

3 weeks ago

Default job background
$62,500 - $78,125 (USD)

Job summary

The story of Arvest is one of commitment started by our founders in 1961, with an intense dedication to focusing on our customers.
We will always be active and involved members of the communities we serve, and we will always work to put the needs of our customers first as we continue to fulfill our mission – People helping people find financial solutions for life.

Responsibilities

  • Proactively contact prospects and the existing base of household accounts to sell financial planning services.
  • Maintain expert knowledge of financial services/products to provide customers with solutions regarding the sale of IRA brokerage insurance trust products and bank products.

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