Sunflower Bank, N.A. 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 Denver, CO! A Wealth Management Advisor is responsible for providing thoughtful and meaningful wealth planning and investment management advice to high net worth individuals and families. The Advisor is to identify opportunities in the high-net-worth market segment through direct prospecting, development of centers of influence (both internal and external), and development of networks 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, the Advisor responsibly educates and advises prospects/clients with customized wealth management strategies developed to meet prospects’/clients’ needs and objectives.

Salary range for this position is $130,000 - $150,000 annually.

• Develop customized financial planning and wealth management strategies aligned with client goals and priorities.
• Identify and cultivate new relationships with high-net-worth individuals and families, professional service companies, non-profit and foundation clients.
• Deliver high quality client service as well as appropriate recommendations to address unmet needs in order to acquire new clients and to enhance existing relationships.
• Effective execution of sales and market development plan addressing referrals from existing clients, line of business partners and centers of influence.
• Verbalize and easily explain complex strategies in terms clients may understand.
• Deliver high quality presentations and clearly convey wealth management issues, investment philosophy, and range of investment and non-investment solutions that are relevant to the client.
• Practice departmental strategies for the delivery of quality and effective customer service.
• Assist with product development, introduction and maintenance.
• Manage controllable expenses of the Wealth Management department within targeted profit plan levels.
• Review and interpret Wealth Management documents to answer client questions.
• Practice and maintain fiduciary accountability risk management.
• Review cash report for available funds, discretion and transaction initiation and follow through.
• Monitor Wealth Management policies on an ongoing basis for regulation compliance.
• Understand the bank’s mission, organizational structure, employee orientation guide, bank security, policies, procedures, and standards of conduct.
• Maintain profitability of Wealth Management client relationships.

Education/Experience Preferred:

• Bachelor’s Degree in Business, Finance, or other related field
• Certified Financial Planner designation preferred.
• 7 or more years of success in trust and investment sales to high net worth clients.
• Must possess strong sales skills, the ability to recognize sales opportunities and the drive to pursue them vigorously.
• Must possess a high level of emotional intelligence and the ability to read situations accurately.
• Must possess business development, COI development and creative networking skills.
• Must have a professional appearance and manner.
• Must be self-motivated and able to develop a sales culture.
• Expected to participate in ongoing Sunflower Bank, N.A. seminars and training dealing with Wealth Management sales, marketing and compliance.
• Must be able to work flexible hours.

Sunflower Bank Benefits employees enjoy outstanding benefits, including:

• 401(k) Plan with 6% Match
• Health/Dental/Vision Insurance
• Company-paid Life Insurance
• Tuition Reimbursement
• Fitness Reimbursement
• Paid Time Off
• Volunteer Leave
• Paid Holidays
• Plus many more employee perks & incentives!

People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives and we know that starts with our team.
If you qualify, apply online at www.sunflowerbank.com/careers. You’ve never worked anyplace like Sunflower Bank!
EOE/AA: Minorities/Females/Disabled/Vets