Banner Bank
WealthAdvisor
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Wealth Advisor at Banner Bank. Skills: Wealth Advisor, investment sales, financial solutions. Utilizing a consultative, holistic approach. Providing comprehensive, needs-based financial solutions”
What You'll Achieve.
Meet or exceed established sales goals for assigned territory
Industry & Context.
Effective research and analysis skills
What They're Looking For.
Must Have
Minimum of two (2) years investment sales experience, Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66 Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire), Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer
Nice to Have
Bachelor’s Degree, investment sales experience preferably in a financial institution, Demonstrated ability to sell products and services to investment evidence of sales results, Broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space, Excellent knowledge of investment/insurance products and financial planning
What You'll Do.
Utilizing a consultative
Providing comprehensive
needs-based financial solutions
Delivering needs based
comprehensive financial solutions
Employing ethical business practices
Delivering a high quality customer service experience
Building relationships with retail branch staff
Developing a complete understanding of core institution products
Meet or exceed established sales goals
How You'll Work.
Team & Collaboration
Establish a partnership with Retail Branch Managers; maintain working relationships with all assigned Branches; Building relationships with retail branch staff; supporting and motivating their referral efforts
Communication Scope
Excellent verbal, written and interpersonal communication skills
Full Job Description
Job Description LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at **Banner******** Bank** invites you to join our employee advisor model as a **Wealth Advisor** affiliated with LPL Financial. This role will require the employee to work **on-site** at the local bank branch located in **Elk Grove, Folsom, Davis, Chico, or Mount Shasta, CA.** **Job Overview:** A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches. **Responsibilities:** * Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate. * Providing comprehensive, needs- based financial solutions to clients by offering a range of investment/insurance solutions * Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives. * Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements * Delivering a high quality customer service experience during each customer interaction * Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross- selling opportunities and to generate referr
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