Bank of the West BWIS Financial Advisor-BIC in Tempe, Arizona

BWIS Financial Advisor-BIC

Description

What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values—straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity – an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines – Retail Banking, Commercial Banking, National Finance, and Wealth Management.

Job Description Summary

Proactively develops sales leads, following up on internal referrals and seeking external referral business. Meets with clients face-to-face and over the phone to ask questions and provide financial planning strategies for clients by assessing the client's past, present and future financial needs, objectives and requirements. These needs and requirements are met by providing financial advice and investment products. Provides full service advice including asset allocation and retirement income stream strategies. Ensures all transactions and administrative processes are accomplished for each lead, sales and service activity.

Essential Job Functions

  • Provides financial strategies for client financial needs by collecting and analyzing client financial data to determine which products best meet the client’s financial needs, and providing advice to the client as to what investment products are in the client’s best interest.

  • Creates financial plans for customers.

  • Maintains an in-depth knowledge of the bank’s products and offerings, and promotes these products and offerings amongst clients as appropriate.

  • Provides product training to and promotes products amongst bank branch personnel in conjunction with BWIS/WMG Management.

  • Establishes and maintains relationships with bank branch personnel.

  • Provides training and coaching for team members (when appropriate) in conjunction with BWIS/WMG Management.

  • Provides outstanding customer service by following up on any client service request.

  • Fulfills all regulatory and firm compliance obligations as detailed in policies, procedures and regulations.

Other Job Duties

  • Collaborates with WMG and BOW partners.

  • Performs other duties as assigned.

Qualifications

Required Experience

  • Requires advanced knowledge of job area typically obtained through advanced education combined with experience.

  • May have practical knowledge of project management.

  • Requires 5 years minimum prior relevant experience.

Licenses & Certifications

  • Requires Series 7, Series 65 or 66, and State Life Insurance license

Skills

  • Knowledge of securities / financial industry.

  • Effectively communicate to diverse clientele both verbally and in writing.

  • Proficient in Microsoft Office software (Word, Excel, and PowerPoint) and ability to navigate easily through Internet based systems.

Equal Employment Opportunity Policy

Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.

Job: Wealth & Investment Management

Location: United States-Arizona-Tempe

Requisition ID: 040881