Wealth Advisor - Banner Bank

Job Overview:

Responsibilities:

• Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate.
• Providing comprehensive, needs- based financial solutions to clients by offering a range of investment/insurance solutions
• Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives.
• Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements
• Delivering a high quality customer service experience during each customer interaction
• Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross- selling opportunities and to generate referrals back to the institution where appropriate
• Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services.
• What are we looking for?
• We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• High school diploma or equivalent (Bachelor’s Degree Preferred)
• Minimum of two (2) years investment sales experience (preferably in a financial institution)
• Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66
• Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire)
• Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer
• Preferences:
• Demonstrated ability to sell products and services to investment clients; evidence of strong sales results
• Broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space
• Excellent knowledge of investment/insurance products and financial planning
• Core Competencies:
• Strong self-motivation and ability to work independently
• Excellent verbal, written and interpersonal communication skills
• Possess strong organization skills
• Excellent customer service and business focus with a great attention to detail
• Effective research and analysis skills
• #LI-Onsite
• Pay Range:$70,000 - $90,000
• The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Preferred Qualifications

• High school diploma or equivalent (Bachelor’s Degree Preferred)