Job Description
Join First West as a Financial Planning Expert, specializing in wealth management and investment strategies. Deliver personalized advice while deepening relationships with esteemed members.
As a Wealth Planning Specialist, you will be the go-to consultant for high-value clients, assessing their financial needs and constructing tailored strategies. Your leadership will enhance the capabilities of branch employees through mentoring and collaboration. By actively engaging in networking and community initiatives, you will consolidate member assets and promote a broad range of First West products.
Key Responsibilities:
• Deliver tailored financial advice to high-value clients
• Pursue new business development opportunities and referrals
• Ensure compliance with applicable regulations and policies
• Provide mentorship to new advisors and branch employees
• Manage member transactions efficiently
Requirements:
• Bachelor's degree in a related field
• Mutual Funds ...
As a Wealth Planning Specialist, you will be the go-to consultant for high-value clients, assessing their financial needs and constructing tailored strategies. Your leadership will enhance the capabilities of branch employees through mentoring and collaboration. By actively engaging in networking and community initiatives, you will consolidate member assets and promote a broad range of First West products.
Key Responsibilities:
• Deliver tailored financial advice to high-value clients
• Pursue new business development opportunities and referrals
• Ensure compliance with applicable regulations and policies
• Provide mentorship to new advisors and branch employees
• Manage member transactions efficiently
Requirements:
• Bachelor's degree in a related field
• Mutual Funds ...
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