Banner Bank
WealthAdvisor
“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
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