Banner Bank
WealthAdvisor
“Wealth Advisor at Banner Bank. Skills: Wealth management, Sales, Client relations. Utilize consultative, holistic approach. Provide financial solutions to clients”
What You'll Achieve.
Meet or exceed established sales goals
Industry & Context.
Research skills; Analysis skills
What They're Looking For.
Must Have
High school diploma or equivalent, Minimum of two (2) years investment sales experience, 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.
Provide financial solutions to clients
Deliver financial solutions
Employ ethical business practices
Deliver high quality customer service
Build relationships with retail branch staff
Develop understanding of core institution products
Meet or exceed sales goals
How You'll Work.
Team & Collaboration
Establish partnership with Retail Branch Managers; Maintain working relationships with assigned Branches; Build relationships with retail branch staff; Support and motivate referral efforts
Communication Scope
Excellent verbal; Excellent written; Interpersonal communication skills
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