Financial Services Professional

2 days ago

Mount Vernon, Washington, United States Banner Bank Full time
Join Banner Bank as a Financial Advisor

At Banner Bank, we're committed to helping individuals and businesses achieve their financial goals. As a Financial Advisor, you'll play a key role in building strong relationships with clients and providing expert guidance on investment and financial planning.

Key Responsibilities:
  • Develop and implement comprehensive financial plans for clients, taking into account their unique needs and goals.
  • Provide expert advice on investment strategies, risk management, and wealth accumulation.
  • Build and maintain strong relationships with clients, understanding their financial situations and providing tailored solutions.
  • Collaborate with internal teams to identify new business opportunities and drive growth.
  • Stay up-to-date with market trends and regulatory changes, ensuring compliance and delivering exceptional client service.
Requirements:
  • Bachelor's degree in a related field, such as accounting, business, or economics.
  • Series 7, 63, and insurance licenses required.
  • 6+ years of experience in a brokerage program or equivalent combination of education and experience.
What We Offer:
  • A competitive monthly base salary of $5,700, with potential for commissions.
  • A comprehensive benefits package, including medical, dental, vision, and life insurance.
  • 401(k) plan with up to 4% match.
  • Tuition reimbursement and professional development opportunities.

Banner Bank is an Equal Opportunity Employer committed to diversity and inclusion. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional client service.

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