Financial Services Professional

4 weeks ago

Spokane, Washington, United States Washington Trust Bank Full time

At Washington Trust Bank, we are seeking a highly skilled Financial Services Professional to join our team. As a Financial Services Professional, you will be responsible for producing fee income from the sale of various investment and insurance products and services to Bank customers.

The ideal candidate will have a proven history of achieving gross production in sales of at least $300,000 per year for the immediately preceding three years and will be qualified as a registered representative. (General Securities Representative, Series 7, Series 63 license, as well as Life, Health & Disability license)

The Financial Services Professional 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.

The Financial Services Professional will also be responsible for acquiring 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.

The Financial Services Professional will participate in regular training programs with employees of WTB and/or its affiliates and will support approved referral programs to assist employees in making qualified referrals.

The Financial Services Professional 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.

Requirements:

  • Requires five or more years of experience in the brokerage and/or insurance industry (education and/or sales experience may substitute)
  • 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.

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.

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.

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