Financial Planning Associate Jobs in Kansas (NOW HIRING)

RCB Bank has been a responsible employer since 1936, standing firm on moral and ethical principles as a bank and as an inclusive employer while fulfilling our commitment to excellence. Operating with values such as integrity, respect, sincerity and honor, RCB Bank is an equal opportunity employer, striving to hire diverse employees who meet high standards of character, education and occupational qualifications. RCB Bank is dedicated to building Relationships, contributing to our Communities, and embracing our Boldness!
At RCB Bank, we believe that every role within our organization plays a critical part in delivering exceptional service to our customers and communities. The jobs we offer reflect our commitment to building strong, meaningful relationships and maintaining the highest standards of integrity, professionalism, and customer care. We are dedicated to fostering a culture where every team member understands their purpose and impact on our mission to serve the financial needs of our customers while contributing to the economic vitality of the communities we call home.
RCB Bank is committed to creating an outstanding experience for our customers in every single interaction, and we desire to differentiate RCB Bank from the competition through exceptional standards of service. All employees, whether in person, on the phone, through email, or online are expected to conduct themselves with the utmost level of professionalism and customer service while adhering to the RCB Bank standards of service: Integrity, Reputation, Professional, Empowered, Welcome, Ownership, Action, Responsive, Relational, and Excel.
What we're looking for: Someone to serve as a Relationship Manager and trusted advisor who sells and services a book (usually Investment Management and IRA Accounts) of business. Someone to serve as the primary contact person for a group of clients within the Department and to develop new business by following up on referrals and sourcing new clients. Someone to maintain communications with clients, to have an appropriate knowledge of the client's financial planning and investment objectives, and to assure client objectives are maintained and implemented. Someone to be accountable for the growth and retention of their portfolio of client relationships and the delivery of services to that portfolio of clients.
What would make you a great fit:

• You can communicate ideas/knowledge in a convincing way that gets results.
• You can maximize your unique talents and knowledge and demonstrate engaged performance.
• You possess knowledge of trust and the banking industry, technology, banking products, the sales process, and the business environment.
• You care about your community and have a desire to be involved.

What you'll do:

• Represent the organization and the department. Provide guidance and expertise to clients in meeting their financial needs and assisting them with clarifying, and then developing a plan to meet their financial planning goals. Manage client portfolios to assure conformity with client risk tolerance and goals.
• Develop new business and additions to existing accounts to meet annual financial goals. Work in collaboration with other Wealth Advisors, Retail Market Managers, Commercial Lenders, and other organization contacts. Develop new business by contacting centers of influence (COI's), prospects, and clients. Cross-sell services including: DDA and savings accounts, cash management/deposit services, commercial loan services, and home mortgage loans.
• Manage the client relationship for accounts developed or assigned. Coordinate client communications and work closely with department employees on administrative, operational and investment issues to ensure the quality of the client experience. Monitor client satisfaction to maximize retention and increase sales opportunities.
• Provide technical planning and investment expertise to department staff, organization employees, clients, and centers of influence. Use expertise to assist other Department officers in resolving client issues and complaints. Foster client goodwill to Department clients and non-Department organization clients by providing guidance and resources on financial planning and investment issues.
• Administer investment management, IRA, endowment, and custody accounts in accordance with all applicable rules and regulations, including without limitation Department and Board charter and directives, FDIC standards, the Prudent Investor Act, and the Uniform Principal and Income Act.

What you must have:

• High school diploma or GED
• Trust and/or Investment business development capabilities/experience
• Ability to understand investments and trust services
• Experience in trust administration, trust investment, or financial advisory services

What might set you apart:

• Associate or bachelor's degree in finance, business, economics, or applicable degree area
• Professional designation, such as CFA, CFP, etc.
• Knowledge of Trust regulations, compliance and other legal matters

What you get: A fun, challenging work environment with an emphasis on family, community, and technology. RCB Bank is also committed to ensuring the health and general wellbeing of all employees by providing a wide variety of competitive benefit programs that help you achieve the best fit for your family's needs, including the following (subject to eligibility):

• Medical Plan
• Prescription Drug Plan
• Teladoc™
• Dental Plan
• Vision Plan
• Flexible Spending Accounts (Healthcare & Dependent Care)
• Life and AD&D Insurance
• Disability Plans
• Life Assistance Plan (EAP)
• Multiple Supplemental Plans
• Sick Leave
• Paid Federal Holidays
• Vacation and PTO
• 401(k)
• ESOP

What you can expect: Individuals in this position must be able to perform essential functions and physical demands within these documented working conditions with or without reasonable accommodation.
This position is in an office environment within a climate-controlled facility that can be high-traffic during peak service times. There is frequent use of the telephone, computer and other office equipment associated with this position. Individuals in this position are typically seated at their personal desk for most of the day.
The individual responsible for this role must be able to perform job functions with indirect supervision and work effectively as a member of a team and independently. The individual must be capable of working harmoniously with diverse personalities of co-workers, staff and customers. This position requires regular and reliable attendance and the ability to work varying hours.
What you might want to know about RCB Bank:
RCB Bank has been a responsible employer since 1936, standing firm on moral and ethical principles as a bank and as an employer while fulfilling our commitment to excellence. Operating with values such as integrity, respect, sincerity, and honor, RCB Bank is an equal opportunity employer, striving to hire employees who meet high standards of character, education and occupational qualifications.
Our employees are living, working, volunteering, and giving back in the communities we serve-they are the reason our customers love banking with us! To be an RCB Bank employee is to identify the needs of our customers and our communities and to build relationships that create opportunities to meet those needs. Without the dedication of our caring, principled leaders and employees, RCB Bank could not serve as a responsible citizen of the communities we serve or provide high-quality customer service. RCB Bank is dedicated to building Relationships, contributing to our Communities, and embracing our Boldness!
RCB Bank was established in Claremore, OK, and has since grown to over $4.1 billion in total assets and over 750 employees. Our branch network covers more than 60 locations across Oklahoma and Kansas. The purpose of RCB Bank is to meet the financial needs of our communities, its businesses, and its customers. RCB Bank is a progressive bank with a commitment to each of the communities we are in, which is why so many people say, "That's my bank!"
RCB Bank is an EOE. We offer EEO to all persons without regard to race, color, religion, age, marital or veterans' status, sex, national origin, physical or mental disability, or any other legally protected class.