Financial Advisor

4 weeks ago

Spokane, United States Washington Trust Bank Full time
Description

Washington Trust brings more than 100 years of investment management, estate settlement and trust administrative expertise to individuals, families, companies and organizations throughout the Pacific Northwest. We have nearly $8 billion in assets under administration which includes more than $1 billion in Investment Services, our retail brokerage and insurance group. We pride ourselves in attracting, developing and rewarding employees at all levels. We strive to lead by example and act with integrity, honesty and ethics. As a community-minded bank, we draw a great sense of accomplishment helping our employees participate in community and neighborhood initiatives.

The purpose of this position is to produce fee income from the sale of various investment and insurance products & services to Bank customers.

Essential Functions

  • Policies & Procedures: The Financial Advisor will maintain a working knowledge of sales-related policies and procedures to assure that his/her business conduct complies with all applicable securities regulations and safe and sound banking practices.
  • Product Knowledge: The Financial Advisor will maintain a high level of knowledge about the investment and insurance products and services offered through WTB. This will be achieved through on-going participation in formal and informal education programs.
  • Customer Service: The Financial Advisor will acquire adequate knowledge of each customer and his/her financial goals and circumstances in order to make suitable recommendations concerning investment and insurance products and services.
  • Employee Programs: The Financial Advisor will participate in regular training programs with employees of WTB and/or its affiliates. These programs will emphasize (1) product knowledge (2) prospect identification (3) referral procedures and (4) regulatory compliance issues, and other areas of interest. The Financial Advisor will support approved referral programs to assist employees in making qualified referrals.
  • Other Business Development Programs: The Financial Advisor will use proven methods to develop investment and insurance business including general issue and product- related seminars, statement stuffers, direct mail, networking (CPAs, Attorneys, etc.) and other methodology to generate potential investment clientele.
  • Perform compliance and risk management duties as required or assigned.
  • Other duties as assigned.
  • Regular, reliable attendance is required.

Requirements

  • Requires five or more years of experience in the brokerage and/or insurance industry (education and/or sales experience may substitute)
  • Sales: Financial Advisor should have proven history of achieving gross production in sales of at least $300,000 per year for the immediately preceding three years
  • Requires qualification as a registered representative. (General Securities Representative, Series 7, Series 63 license, as well as Life, Health & Disability license)
  • Series 65/66 license preferred.
  • The Certified Financial Planner (CFP) designation or other professional designations are desirable.
  • Good interpersonal and communication skills.
  • Ability to analyze financial goals and develop/implement a suitable trust or investment program under pressure.

Pay Range: $15.00 - $35.00 per hour in addition to monthly gross commissions. The target starting wage is $25.00 per hour. Investment Officers receive a percentage of gross commissions depending on incentive plan factors.

The compensation range represents the low and high end of the base compensation range for this position located in Spokane, WA. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.

What Our Culture Can Offer You:

Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.

Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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