Job Description
Join First West as a Wealth Advisor Specialist focused on delivering personalized financial strategies to high-value members. Grow your career in a role emphasizing sales, relationship building, and client success.
In this Wealth Planning Specialist role, you will offer comprehensive financial advice to clients while assessing their investment portfolios and life cycle needs. You'll proactively seek business development opportunities and collaborate with advisors to ensure members receive seamless service. Mentoring branch teams enhances the overall wealth management experience at First West.
Key Responsibilities:
• Drive business development and identify wealth management needs
• Provide financial planning advice on diverse investment options
• Maintain regulatory compliance and ethical standards
• Mentor and support branch employees on investment services
• Manage member transactions accurately and efficiently
Requi...
In this Wealth Planning Specialist role, you will offer comprehensive financial advice to clients while assessing their investment portfolios and life cycle needs. You'll proactively seek business development opportunities and collaborate with advisors to ensure members receive seamless service. Mentoring branch teams enhances the overall wealth management experience at First West.
Key Responsibilities:
• Drive business development and identify wealth management needs
• Provide financial planning advice on diverse investment options
• Maintain regulatory compliance and ethical standards
• Mentor and support branch employees on investment services
• Manage member transactions accurately and efficiently
Requi...