Wealth Financial Advisor

Company: Bank of the West

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General Information
US-NE-Omaha
N/A
Not Specified
Full-Time
Not Specified
Not Specified
False
False
Job Description  Wealth Financial Advisor Driven to do more.  Straightforward. Entrepreneurial. Optimistic. Sound appealing? Then you’ll fit right in at Bank of the West, where you’ll have the chance to work alongside highly engaged and diverse colleagues who are here to support your success. Plus, there’s never been a better time for you to join our Wealth Management Group, which has doubled its client base by more than 50 percent in just two years and grown to encompass 12 wealth centers. It’s simply a great place for driven individuals like you to grow your career – our energetic environment complements the stability we offer, evidenced by our 135-year history. Passionate about helping people reach their financial goals through solid financial advice and investment products? Consider joining Bank of the West as a Wealth Financial Advisor. In this role, you’ll assess the past, present and future needs of our high net clients and serve as a subject matter expert for Investments and Advisory Services & Life Insurance in the Wealth Management Group. More specifically, you’ll deliver recommendations that are client-focused, rooted in a plan and reflect a balance between advisory services and life insurance. Outstanding customer service is a must, as are remaining current with licensing requirements and maintaining regulatory/compliance policies and procedures.
Job Requirements  Wealth Financial Advisor Successful individuals will have the following qualifications: Active FINRA Series 7, 65 or series 66 and state insurance license(s) Five years of sales experience as a fee-based producer in the securities/financial industry or management of an equivalent book of business Solid understanding of the Wealth Management model, including the use of trusts for legacy planning, stock option planning and gift planning, as well as retirement and cash flow planning Familiarity with planning and analysis tools such as MoneyguidePro, EnvestNet and Trust Services Track record of performance using life insurance for health protection, liquidity creation, wealth accumulation and wealth transfer In addition, a High School Diploma – or GED – is required.  BA/BS desired Find your place on our team. If you’re as enthusiastic about serving customers as our 10,000+ team members are and ready to be rewarded for excellence and creative thinking, take a closer look at Bank of the West. Backed BNP Paribas – one of the six strongest banks in the world and a European leader in global banking and financial services – we offer an exceptional benefits program, including a 401k plan, career advancement and a competitive compensation package.
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