layiq

/la·yiq/adjective

worthy; deserving; fitting; suitable.

A role, opportunity, or path that merits attention, time, and pursuit.

LAYIQ - Institutional Wealth Strategist at Simmons Bank

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.
Ability to speak effectively, present information, and respond to questions from groups of clients, customers, employees, managers, top management, boards of directors, and the general public
Education and/or Experience
BS/BA Degree (4 year) from an accredited university/college or
Four to six years of experience in wealth management.
CPA, CFP, Law Degree or ABA designation in the area managed is preferred
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
An ABA trust certification is preferable.
Other Qualifications (including physical requirements)
Must have good organizational skills.
Must have good oral and written communication skills.
Must have good problem-solving skills with the ability to develop creative solutions.
Must have good interpersonal skills.
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.

Institutional Wealth Strategist

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