Westmark Investment Services Financial Advisor

4 weeks ago

Boise, United States Westmark Credit Union Full time
Job DescriptionJob DescriptionDescription:

Discover the Westmark Difference


Are you looking for a career? Do you want to be valued as an individual on a team? Do you want to learn, grow, and make a difference in your community? Westmark offers outstanding stability, a variety of career opportunities and exceptional work/life balance.

· 60 % of our employees have been part of the Westmark family for 5+ years.

· 71% of our employees who have been part of the Westmark family for one year or more have received at least one promotion.

· 85% of our managers were promoted from within the company.

· Westmark has been in business since 1954 and has recently grown to over $1.2 billion in assets, 15 branches, and over 70,000 members


We also have some of the most impressive benefits in the industry:

· Paid Time Off (3 to 5 weeks per year, depending on tenure) PLUS 11 paid holidays.

· Excellent health insurance options for employees and family with shared premiums

· 401k with 75% company match and 2% profit sharing contribution

· Tuition Reimbursement and Scholarships

· Employee Assistance Program (Free counseling and legal services)


Position Summary: Our well established, high performing team is currently looking to add to our team structure a skilled and experienced financial advisor for the Treasure Valley area. This position provides support to Westmark Credit Union’s existing member base providing investment products and services. Become a key player on our value driven team. If you are a self-starter, high-energy, focused, and hardworking individual we want to speak to you



Essential Functions and Basic Duties:

  • Meet with new and existing clients to build a book of business, grow relationships, assess their financial goals, risk tolerance, and investment preferences
  • Provide personalized financial advice and recommendations tailored to clients’ needs by positioning products, services, and strategies to help clients gain financial clarity
  • Portfolio Management: design and implement investment strategies for clients’ managed accounts, including asset allocation, investment selection, and risk management
  • Submit monthly reports as required on time
  • Work in each branch as regularly scheduled
  • Maintain Operational policies and meet regulatory compliance requirements
  • Maintain good relationships with key personnel at each branch and conduct branch training and educational meetings as necessary
  • Attend WCU meetings as assigned.
  • Perform any and all duties as assigned by VP/Investment Services Manager

Performance Measurements:

  • Is able to interact with members and co-workers professionally and with integrity
  • Shows a positive, enthusiastic attitude
  • Maintains a reliable attendance record and takes responsibility for their own actions
  • Represents Westmark, both during and after work hours, in a courteous, professional manner
  • Demonstrates a positive example in helping staff achieve Westmark’s goals and mission
  • Encourages and supports WIS Administration in all areas


Requirements:

Required Knowledge and Abilities:

  • Thorough understanding of Westmark’s products and services and regulations
  • Administrative, leadership, and proactive sales skills
  • Must possess a high level of self motivation

Minimum Qualifications:

  • AA or AS degree, BA or BS preferred
  • Series 7 and 66 securities licenses, life and disability insurance licenses preferred
  • Proven track record and experience in sales
  • Minimum of 3 years experience in the financial services industry, financial planning and stock trades

  • Financial Advisor

    4 weeks ago

    Boise, United States First Command Financial Services, Inc Full time

    Financial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. ...

  • Financial Advisor

    4 weeks ago

    Boise, United States First Command Financial Services, Inc Full time

    Financial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. ...

  • Full Time Teller

    4 weeks ago

    Boise, United States Westmark Credit Union Full time

    Job DescriptionJob DescriptionDescription: Discover the Westmark Difference!!Are you looking for a career? Do you want to be valued as an individual on a team? Do you want to learn, grow, and make a difference in your community? Westmark offers outstanding stability, a variety of career opportunities and exceptional work/life balance. · 60 % of our...

  • Associate Advisor

    2 months ago

    Boise, United States TalentLink Solutions Full time

    Our firm is an independent Registered Investment Advisor dedicated to providing clients with sustainable investment management, personalized financial planning, and innovative strategies that deliver social and environmental impact. We work with clients who seek to use their resources to advance social justice and protect the environment, and we provide...

  • Associate Advisor

    4 weeks ago

    Boise, United States TalentLink Solutions Full time

    Our firm is an independent Registered Investment Advisor dedicated to providing clients with sustainable investment management, personalized financial planning, and innovative strategies that deliver social and environmental impact. We work with clients who seek to use their resources to advance social justice and protect the environment, and we provide...

  • Financial Services Advisor

    2 weeks ago

    Boise, United States Carrington College Full time

    Job DescriptionJob DescriptionWho Are We: Carrington College helps students achieve success by providing them with "hands-on" training that uses the technologies and processes that are used in the field, allowing them to build their confidence while they "learn by doing". Our focus is to help change the lives of our students for the better through education....

  • Senior Investment Analyst

    2 months ago

    Boise, United States TalentLink Solutions Full time

    Our firm is an independent Registered Investment Advisor dedicated to providing clients with sustainable investment management, personalized financial planning, and innovative strategies that deliver social and environmental impact. We work with clients who seek to use their resources to advance social justice and protect the environment, and we provide...

  • Senior Investment Analyst

    4 weeks ago

    Boise, United States TalentLink Solutions Full time

    Our firm is an independent Registered Investment Advisor dedicated to providing clients with sustainable investment management, personalized financial planning, and innovative strategies that deliver social and environmental impact. We work with clients who seek to use their resources to advance social justice and protect the environment, and we provide...

  • Client Service Associate

    4 weeks ago

    Boise, United States Stifel Full time

    Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties...

  • Client Service Associate

    4 weeks ago

    Boise, United States Stifel Full time

    Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties...

  • Client Service Associate

    2 weeks ago

    Boise, United States Stifel Full time

    Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties...

  • Service Advisor

    1 month ago

    Boise, United States Chalfant Corp Full time

    Job DescriptionJob DescriptionVolkswagen Audi Boise is currently seeking a full-time Automotive Service Advisor to join our growing team.The ideal candidate would be self-motivated, reliable, and consistent with their workmanship. You will be tasked with greeting customers, listening to their concerns, and accurately recording their questions/concerns in our...

  • Service Advisor

    4 weeks ago

    Boise, United States Chalfant Corp Full time

    Job DescriptionJob DescriptionVolkswagen Audi Boise is currently seeking a full-time Automotive Service Advisor to join our growing team.The ideal candidate would be self-motivated, reliable, and consistent with their workmanship. You will be tasked with greeting customers, listening to their concerns, and accurately recording their questions/concerns in our...

  • Digital Sales Advisor

    2 weeks ago

    Boise, Idaho, United States Simplot Full time

    The J.R. Simplot Company is a diverse, privately held organization, with roots firmly planted in agriculture and agriculture-related businesses. The J.R. Simplot Company is a true farm-to-table company with operations that touch every aspect of agriculture, including seed production, farming and ranching, plant sciences, fertilizer manufacturing, food...

  • Crop Advisor

    1 month ago

    Boise, United States Simplot Full time

    The J.R. Simplot Company is a diverse, privately held organization, with roots firmly planted in agriculture and agriculture-related businesses. The J.R. Simplot Company is a true farm-to-table company with operations that touch every aspect of agriculture, including seed production, farming and ranching, plant sciences, fertilizer manufacturing, food...

  • Crop Advisor

    4 weeks ago

    Boise, United States Simplot Full time

    The J.R. Simplot Company is a diverse, privately held organization, with roots firmly planted in agriculture and agriculture-related businesses. The J.R. Simplot Company is a true farm-to-table company with operations that touch every aspect of agriculture, including seed production, farming and ranching, plant sciences, fertilizer manufacturing, food...

  • Education Abroad and Exchange Advisor

    4 weeks ago

    Boise, Idaho, United States Boise State University Full time

    About Us: Boise State University is located along the banks of the Boise River and a short stroll from the state capitol. We are committed to an innovative, transformative, and equitable educational environment that supports student success, and advances Idaho and the world.Boise State is building an inclusive community of faculty and staff whose unique...

  • Education Abroad and Exchange Advisor

    2 months ago

    Boise, Idaho, United States Boise State University Full time

    About Us: Boise State University is located along the banks of the Boise River and a short stroll from the state capitol. We are committed to an innovative, transformative, and equitable educational environment that supports student success, and advances Idaho and the world.Boise State is building an inclusive community of faculty and staff whose unique...

  • Life Insurance Advisor

    1 month ago

    Boise, United States Barnes Agency Full time

    Job DescriptionJob Description🌟 Join Our Team: Life Insurance Advisor🌟Are you a passionate go-getter with a knack for building relationships and driving results? Do you thrive in a dynamic environment where your efforts are rewarded? We're seeking a motivated Life Insurance Advisor to join our team and revolutionize the way people approach life...

  • Life Insurance Advisor

    4 weeks ago

    Boise, United States Barnes Agency Full time

    Job DescriptionJob Description🌟 Join Our Team: Life Insurance Advisor🌟Are you a passionate go-getter with a knack for building relationships and driving results? Do you thrive in a dynamic environment where your efforts are rewarded? We're seeking a motivated Life Insurance Advisor to join our team and revolutionize the way people approach life...