Bank of the West BWIS Financial Advisor in Omaha, Nebraska
BWIS Financial Advisor
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.
Job Description Summary
YOU WILL INHERIT A BOOK OF BUSINESS AND HAVE ACCESS TO UNLIMITED REFERRALS TO GROW YOUR BOOK!
Our Financial Advisors (FA's) work independently and with the branch team members to assist clients with their financial planning & retirement planning strategies. The FA's assess the client's past, present and future financial/retirement needs, objectives and requirements. Meets the clients needs by proactively building relationships with them, providing ongoing advice and drawing on the range of available Retirement & Investment products. The FA will utilize the exceptional marketing and financial planning software to conduct in-depth Retirement checkup analysis for clients. The FA will initiate and proactively cultivate 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.
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 all bank and other business partners.
Responsible to grow fee based book of business to meet and exceed annual goal levels.
Performs other duties as assigned.
Requires advanced knowledge of financial investment sales & services experience.
Requires 5 years minimum successful investment sales experience in bank or brokerage investment environment.
Licenses & Certifications
- Series 7, Series 65 or Series 66 & Life, Variable, Accident & Health Insurance
Extensive 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.
Job: Advisory Services
Location: United States-Nebraska-Omaha
Requisition ID: 046524