The bank for a changing world

We are looking for

Financial Advisor

Job type Permanent
Brand Bank of the West
Level of experience 3 to 5 years
Apply REF: 048379
At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.

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 R&I products by using the BOW 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.
  • Maintains an in-depth knowledge of the Bank’s products and offerings, and promotes these products and offerings to clients as appropriate.
  • Provides training to and promotes products with branch team members in conjunction with Regional Manager and Wealth Management Group 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 all internal partners.
  • Responsible to grow fee based book of business to meet and exceed annual goal levels.
  • Performs other duties as assigned.

Required Experience
  • Requires advanced knowledge of job area typically obtained through advanced education combined with experience.
  • May have practical knowledge of project management.
  • Requires 3- 5 years minimum prior relevant experience.

Licenses & Certification
  • Series 7, and Series 66 or 65, State Health, Life Insurance licenses
Skills
  • 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 Sales Force is preferred.
  • Excellent communication skills required in verbal and written communication, customer service, planning, organizational and making presentations.
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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.
Primary Location: United States-Colorado-DenverJob Type: Full-timeJob: Advisory Services