Westamerica Bank
WealthAdvisor
“Wealth Advisor at Westamerica Bank. Skills: Wealth management, Client relationship management, Sales. Deliver Non-Deposit Investment Products. Provide advice-based approach to financial solutions”
What You'll Achieve.
Meet or exceed established sales goals
Industry & Context.
Effective research and 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, Active Series 65 or 66 Registration, Computer literate with proficiency in Microsoft Office product suite
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.
Deliver Non-Deposit Investment Products
Provide advice-based approach to financial solutions
Solicit new and existing investments
Establish partnership with Retail Branch Managers
Maintain working relationships with assigned Branches
Provide comprehensive
needs-based financial solutions
comprehensive financial solutions
Employ ethical business practices
Ensure full compliance
Deliver high-quality customer service
Build relationships with retail branch staff
Develop 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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