We celebrate a strong diverse team-oriented culture rich in collaboration, partnership and career advancement.
Come join us to GROW your career!
Build your personal brand and develop a financially rewarding career while working in a diverse/inclusive team environment. Inherit a book with unlimited referrals, base salary + incentives, career growth, benefits and immediate 6% match/vesting in our 401K plan.
Our Wealth Management team offers the following incentives:
- Global capabilities with our BNP Paribas partners
- High income potential in a dynamic company focused on your career growth
- Collaborative practice management
- Exposure to advanced financial planning training & specialized training throughout your career
- Certification Reimbursement Programs (CFP)
Job Description Summary
Seasoned professional contributor works independently with limited supervision. Provides retirement planning strategies for Mass Affluent clients ($25,000 to $250,000) by assessing the client's past, present and future financial needs, objectives and requirements. Meets needs by proactively building relationships with clients, providing ongoing advice and drawing on the range of available Retirement & Investment products by using the our pitch book, playbook and conducting in-depth Premier Retirement checkup analysis for clients. Initiates and proactively cultivates relationships with bank partners including Branch Managers and others.
Essential Job Functions
- Provides retirement strategies for client’s needs by collecting and analyzing client financial data to determine which products best meet the client’s retirement needs, and providing ongoing advice to the client as to what investment products are in the client’s best interest.
- Must be able to develop / maintain cumulative book of business of clients with managed money accounts.
- Maintains an in-depth knowledge of the Bank’s products and offerings, and promotes these products and offerings amongst clients as appropriate.
- Provides training to and promotes products amongst bank branch personnel in conjunction with Regional Manager and Wealth Relationship Managers.
- Establishes and maintains relationships with 3-5 bank branches to generate viable referrals for Retirement & Investment products.
- Provides outstanding customer service by following up on any client service request.
- Fulfills all regulatory and firm compliance obligations as detailed in policies, procedures and regulations.
- Creates financial plans for customers and deepens relationships with existing book of business clients.
Other Job Duties
- Collaborates with Wealth and Retail partners.
- Performs other duties as assigned.
- Requires advanced knowledge of job area typically obtained through advanced education combined with experience.
- May have practical knowledge of project management.
- Requires 3+ years minimum prior relevant experience.
Licenses & Certifications
- Series 7, Series 65 or 66, State Health Life Insurance licenses
- Knowledge of securities and financial industry; Bank products and service knowledge desired.
- Demonstrated ability to effectively communicate with diverse clientele.
- Demonstrated proficiency in MS office software (Word, Excel, and PowerPoint) and ability to navigate easily through Internet based systems.
- Knowledge and experience with Appian and Microsoft Dynamics is preferred.
- Excellent communication skills required in verbal and written communication, customer service, planning, organizational and making presentations.
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.