Bank of the West Jobs

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Bank of the West Wealth Financial Advisor-Series 7, and 65 or 66 required in Tempe, Arizona

Wealth Financial Advisor-Series 7, and 65 or 66 required


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.

Wealth Financial Advisor

Job Description Summary

Meets with clients over the phone and using digital tools to provide retirement

planning strategies for Mass Affluent clients ($250,000 - $ 5 MM) 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 other WMG partners and bank partners, including Branch

Managers and others.

Essential Job Functions

  • Provides financial strategies for client financialneeds by collecting and analyzing client financial data to determine whichproducts best meet the client’s financial needs, and providing advice tothe client as to what investment products are in the client’s bestinterest.

  • Acts as a fully integrated “Subject Matter Expert” forInvestments and Advisory Services & Life Insurance in the WealthManagement Group 360 degree client experience.

  • Partners with Relationship managers to provideoutstanding overall Wealth Management Group 360 degree client experiencefor all accounts with assets above $250K up to $5MM.

  • Creates financial plans for customers and deepensrelationships with existing book of business clients.

  • Maintains an in-depth knowledge of the bank’s productsand offerings, and promotes these products and offerings amongst clientsas appropriate.

  • Provides outstanding customer service by following upon any client service request.

  • Fulfills all regulatory and firm compliance obligationsas detailed in policies, procedures and regulations.

  • Collaborates with WMG, BOTW and RBG partners.

Other Job Duties

  • Performs other duties as assigned.

  • Responsible to grow IAS book of business to meet andexceed annual goal levels.



Required Experience

  • Requires advanced knowledge of job area typicallyobtained through advanced education combined with experience.

  • May have practical knowledge of project management.

  • Requires 5 years minimum prior relevant experience.

Licenses & Certifications

  • Series 7, Series 65 or 66 & Life/Variable/Accident& Health Insurance Required


  • Knowledge of securities and financial industry; Bankproducts and service knowledge desired.

  • Demonstrated ability to effectively communicate withdiverse clientele.

  • Good knowledge of mass market segment investment needs.

  • Demonstrated proficiency in MS office software (Word,Excel, and PowerPoint) and ability to navigate easily through Internetbased systems.

  • Knowledge and experience with various analysis &planning tools to include MoneyguidePro, EnvestNet analytics, TrustService analytics and other tools.

  • Excellent communication skills required in verbal andwritten communication, customer service, planning, organizational andmaking presentations.

Good understanding of Wealth management model and team

capabilities including a working knowledge of: How trust can be used for legacy

planning; Stock option planning; Gift planning Financial planning to include

retirement and cash flow planning Experience with Advisory platforms;

Familiarity with all investment products offered within WMG Proven track record

with Life Insurance including a working knowledge of how insurance can be used

i.e., wealth protection, Liquidity Creation, Wealth accumulation, Wealth


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-Arizona-Tempe

Requisition ID: 041537