Senior Private Wealth Strategist

It's fun to work in a company where people truly BELIEVE in what they're doing! ------------------------------------------------------------------------------- _We're committed to bringing passion and customer focus to the business._ This position ensures that Private Wealth accounts will be administered appropriately. Also, works closely with clients, their professional advisors, and their account’s portfolio manager. **Essential Duties and Responsibilities** * Maintains a high level of contact with major client relationships. * Medium to high level of complexity for the majority of accounts administered * Administers assigned accounts and works with portfolio managers to ensure that asset allocations and the frequency of review meetings are appropriate for major client relationships * Works with other bankers and professionals, in the legal and accounting fields, to develop new trust and investment management clients. * Ensures that the appropriate accountings are provided to necessary parties. * If in a Team Lead role, responsible for all supervisory duties of assigned associates to include hiring, performance management, salary recommendations, training of new associates and skill development of all staff. * Assists in budget preparation * Participates in civic, community, banking, trust, and legal organizations. * Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training. * Performs other duties and responsibilities as assigned. **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** * Ability to read and comprehend simple instructions, short correspondence, and memos. * Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals, or government regulations. * Ability to read, analyze and interpret financial reports and/or legal documents. * Ability to write simple-to-business correspondence, routine reports, and procedures. * Ability to respond, in writing, to customer complaints, regulatory agencies, or members of the business community. * Ability to effectively speak and present information in one-on-one and small group situations, to customers, clients, and other employees in the organization. **Education and/or Experience** * BS/BA Degree (4 year) from an accredited university/college or * Six or more years of experience in wealth management. **Specialized Training** * Courses related to investments, financial planning, estate administration, or another trust-related field is helpful. **Computer Skills**  * MS Word, Excel, and Outlook **Certificates, Licenses, Registrations** * None **Other Qualifications** (including physical requirements) * Must have good oral and written communication skills. * Must have good problem solving skills with the ability to develop creative solutions. **Other** Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.  Activities, duties and responsibilities may change at any time with or without notice.     _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._