Wealth Management Consultant

2 weeks ago

Bellingham, Washington, United States Heritage Bank Full time
Compensation: Competitive annual salary, complemented by a production incentive.

About Heritage Bank: At Heritage Bank, we prioritize hard work while also valuing the importance of taking time off to maintain well-being, unwind, and engage in activities that bring joy.

Benefits: As a member of our team, you will benefit from a comprehensive rewards package that includes a base salary reflective of your role, experience, and skill set, alongside an outstanding benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and a generous time-off policy.

Full-time employees are entitled to a minimum of 10 paid vacation days each year and eight hours of paid sick leave monthly, in addition to 11 paid holidays annually and an annual float day.

Position Overview: Heritage Bank is excited to offer a remarkable opportunity to join our organization. The selected candidate for the Wealth Management Consultant role will be responsible for managing and expanding an existing portfolio in the designated territory. This role entails advising clients in Wealth Management, Commercial, and Retail Banking on financial planning strategies and investment management, while delivering exceptional service to both internal and external clients in alignment with the Bank's strategic objectives. The goal is to meet or exceed revenue growth, profitability, and retention targets by acquiring new clients and enhancing services for existing ones.

Key Responsibilities:
1. Achieve and surpass key objectives in business development, client retention, revenue growth, and client satisfaction.
2. Collaborate with new and existing clients to identify investment goals and align their profiles with suitable products and services.
3. Conduct thorough research and analysis of clients' financial situations to formulate informed recommendations tailored to individual needs.
4. Build and maintain a strong understanding of fiduciary responsibilities and perform annual administrative account reviews.
5. Establish trusted relationships and proactively generate referrals from clients and centers of influence, including various business lines within the Bank and external advisors.
6. Manage larger client relationships to contribute to profitable investment revenue and financial planning fees for the Bank.
7. Maintain an organized system for managing a pipeline and book of business, ensuring timely follow-up with prospects and existing clients.
8. Stay informed about competitive products, practices, and market changes.
9. Provide ongoing training to relationship managers and retail bank staff as necessary.
10. Represent the Bank in the community through active participation in various local activities to maximize client engagement.

Qualifications:
- Bachelor's degree in Business, Finance, Accounting, Economics, or a related field is required.
- A minimum of 6 years of successful sales/client service experience in the financial services sector, with a strong background in retirement products and investment matters.
- Must possess excellent business development skills with a proven track record in prospecting and relationship building.
- Requires a resident state insurance license and non-resident licenses for all states where the Bank operates.
- Strong customer service delivery, sales, and relationship management skills are essential.
- Proficient in MS Office applications and financial planning software.

Work Environment: The role may involve frequent use of computer screens and requires the ability to operate standard office equipment. Willingness to travel to various locations as needed is essential.

Equal Opportunity Employer: Heritage Bank is committed to creating a diverse environment and is proud to be an equal opportunity employer.

  • Senior Environmental Consultant

    2 weeks ago

    Bellingham, Washington, United States ALL4 LLC Full time

    Job OverviewALL4 LLC is on the lookout for a seasoned Senior Environmental Consultant to enhance our team. This role is pivotal for professionals who are passionate about environmental stewardship and client success. As a Senior Consultant, you will be an authority in environmental regulations, demonstrating self-motivation and a commitment to professional...

  • Experienced Tax Consultant

    2 weeks ago

    Bellingham, Washington, United States VSH Full time

    Job OverviewPosition Summary:Are you ready to take on a rewarding position that offers a variety of challenges, opportunities for career growth, and the ability to enhance your client service skills?Become a vital part of VSH as a Senior Tax Accountant within our International Tax & Consulting division. Engage in a dynamic role that involves working on a...

  • Experienced Tax Consultant

    2 weeks ago

    Bellingham, Washington, United States VSH Full time

    Job OverviewPosition Summary:Are you ready to take on a rewarding position that offers stimulating challenges, opportunities for career growth, and the chance to enhance your client service expertise?Become a vital part of VSH as a Senior Tax Accountant within our International Tax & Consulting division. Engage in a dynamic role that involves a variety of...

  • Talent Acquisition Consultant

    2 weeks ago

    Bellingham, Washington, United States Goodwin Recruiting Full time

    Position OverviewJob Summary: As a Talent Acquisition Consultant at Goodwin Recruiting, you will leverage your expertise in recruitment and industry knowledge to build your own business with our comprehensive support.Compensation Structure:This role operates on a commission-only basis.Engage as an independent contractor through your own business entity.Our...

  • Advanced Practice Provider

    2 weeks ago

    Bellingham, Washington, United States Unity Care NW Full time

    Position Overview:Become a vital member of Unity Care NW, a distinguished healthcare provider dedicated to serving the community. As a Primary Care Provider, you will deliver comprehensive medical services to a varied patient demographic within a supportive and collaborative atmosphere. Our facilities provide a range of services including primary medical...

  • Orthopedic Surgeon Specializing in Foot

    2 weeks ago

    Bellingham, Washington, United States PeaceHealth Full time

    Position Overview: Foot & Ankle Orthopedic Surgeon at PeaceHealthPeaceHealth is seeking a proficient Foot & Ankle Orthopedic Surgeon to enhance their Orthopedic department. Candidates should have completed a Residency in Orthopedic Surgery along with a specialized Fellowship in Foot & Ankle Surgery, as well as demonstrated leadership capabilities.Role...

  • Experienced Tax Consultant

    2 weeks ago

    Bellingham, Washington, United States VSH Full time

    Job OverviewPosition SummaryAre you ready to take on a rewarding position that offers diverse challenges, opportunities for career growth, and the ability to enhance your client service skills?Become a vital member of our esteemed team at VSH as a Senior Tax Accountant, collaborating with businesses and their proprietors. Engage in an exciting array of...

  • Senior Electrical Engineer

    2 weeks ago

    Bellingham, Washington, United States Pcmc Inc Full time

    About Pcmc Inc:Pcmc Inc is a comprehensive architecture, engineering, construction, system integration, and consulting firm dedicated to assisting our clients in achieving their most vital objectives from Strategy to Commercialization. As a unique entity that evolved from a manufacturing technology company into an independent and fully integrated firm, we...

  • Public Works Director

    6 days ago

    Bellingham, Washington, United States Destinationone Consulting Full time

    Job OverviewAs a Public Works Director at Destinationone Consulting, you will play a crucial role in overseeing the operations and maintenance of public infrastructure, including streets, parks, water systems, and waste management. Your expertise will be essential in developing and implementing policies and programs to ensure efficient public services.Key...

  • Lead Tax Consultant

    1 week ago

    Bellingham, Washington, United States Jobot Full time

    Exciting Career in TaxationJoin Jobot, a dynamic CPA firm focused on business advisory, taxation, and assurance services. We are committed to delivering innovative solutions to our diverse client portfolio.Why Work with Us?Global Reach: Engage in projects that have an international impact.Diverse Culture: Be part of a collaborative and inclusive...

  • Automotive Parts Consultant

    6 days ago

    Bellingham, Washington, United States Northwest Chevrolet of Bellingham Full time

    Job OverviewWe are seeking a highly organized and efficient Parts Sales Specialist to join our team at Northwest Chevrolet of Bellingham. As a valued member of our team, you will be responsible for providing exceptional customer service and finding solutions to meet the needs of our customers.Key Responsibilities:Manage and maintain a high level of product...

  • National Tax Technical Senior Manager

    4 days ago

    Bellingham, Washington, United States Moss Adams LLP Full time

    About the RoleMoss Adams LLP is seeking a highly skilled National Tax Technical Senior Manager to join our team. As a valued member of our National Tax team, you will play a crucial role in achieving our firm's tax practice goals, particularly in technical tax matters.Key ResponsibilitiesCollaborate with tax leaders and team members to drive resolution of...

  • Lead Retail Operations Manager

    2 weeks ago

    Bellingham, Washington, United States FedEx Full time

    POSITION OVERVIEW:The Lead Retail Operations Manager is essential to the effective functioning of FedEx Office's premier retail locations. You will oversee and expand your business while upholding the Purple Promise service, ensuring operational excellence, and guiding, nurturing, and mentoring your direct reports. Your leadership and commitment to achieving...

  • Cardiologist - General/Heart Failure

    2 months ago

    Bellingham, Washington, United States PeaceHealth Full time

    Job DescriptionThis job opportunity is for a MD/DO who is BC/BE in Cardiology. Candidates with an interest in either Invasive or Non-Invasive practice focusing on Heart Failure are preferred. If you have 1-2 years of experience, that's great, but don't worry, we also welcome candidates graduating from Fellowship. Besides, Board Certification in...

  • Senior Environmental Engineer/Scientist

    2 weeks ago

    Bellingham, Washington, United States ALL4 LLC Full time

    Job OverviewALL4 LLC is in search of a Senior Environmental Engineer/Scientist to enhance our consulting capabilities. This role is designed for a dedicated technical professional who aligns with our mission of supporting clients in achieving their environmental goals. The ideal candidate will be proactive, eager to learn, and focused on expanding their...

  • Client Relationship Specialist

    4 days ago

    Bellingham, Washington, United States Banner Bank Full time

    About the RoleBanner Bank is seeking a highly skilled Client Relationship Consultant to join our team. As a Client Relationship Consultant, you will be responsible for providing exceptional client service while engaging in sales and service activities at branch locations.Key Responsibilities:Open accounts and assist with processing Banker...

  • Civil Engineer

    4 days ago

    Bellingham, Washington, United States Destinationone Consulting Full time

    About Destinationone ConsultingDestinationone Consulting is a leading recruitment agency specializing in various sectors, including Healthcare, Health Tech, Government, Municipalities, Non-Profits, and Legal. Our team is dedicated to building a comprehensive database of opportunities in these fields, ensuring that our clients can quickly find suitable...

  • Lead Engineer for River Restoration Projects

    1 week ago

    Bellingham, Washington, United States Herrera Environmental Consultants, Inc. Full time

    About Herrera Environmental Consultants, Inc.Imagine being part of a thriving, employee-owned firm that encourages you to excel while making a positive impact on the environment.At Herrera, we are a multidisciplinary consulting firm specializing in science, planning, and design. Our mission is to collaborate with clients to create comprehensive solutions...

  • Civil Engineer

    2 days ago

    Bellingham, Washington, United States Destinationone Consulting Full time

    About Destinationone ConsultingDestinationone Consulting is a leading recruitment agency specializing in various sectors, including Healthcare, Health Tech, Government, Municipalities, Non-Profits, and Legal. Our team is dedicated to building a comprehensive database of opportunities in these fields, ensuring that our clients can quickly find suitable...

  • Home Health Registered Nurse

    2 days ago

    Bellingham, Washington, United States Eden Health Full time

    Job Summary:Eden Health is seeking a skilled and compassionate Registered Nurse to provide high-quality home health care services to our patients in Whatcom and Skagit Counties.Key Responsibilities:Provide admission, case management, and follow-up skilled nursing visits for home health patients.Administer ongoing care and case management for each patient,...