About this role
Wealth Management & Investment Advisor at First Mid Bancshares, Inc.. Location: Columbia, Missouri, United States. Role: manage client, develop relationships, lead community Requirements: 4+ years sales in wealth management; Bachelor’s preferred; FINRA Series 7 & 66 and Life & Health licenses required; trailing-12 production ~$150k; AUM ~$25M preferred. Category: Finance and Accounting Seniority: Mid Level Tools: MoneyGuidePro, client data aggregation, advisor workstation, Microsoft Office Suite Certifications: finra series 7, finra series 66, life & healths Commitment: Full Time Workplace: Onsite Languages: English