Peoples Investments Financial Advisor
Peoples Investments Financial Advisor
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Job Description
Financial Advisor
Wenatchee WA
Monday Friday 8:00 am to 5:00 pm 40 hours per week
A Day in Your Life at Peoples Bank:
As a Financial Advisor you are responsible for providing customers of Peoples Bank with expert advice on financial planning and investments. You will be meeting with bank clients and prospects to assess their needs develop comprehensive financial plans and recommend suitable investment opportunities.
Your Primary Responsibilities Would Include:
- You will develop and maintain networks of influence and initiate contact with prospective customers existing bank customers and referrals.
- You will meet with customers to determine their financial objectives and risk tolerance discuss longterm strategies and develop appropriate financial and investment plans.
- You will assist customers with investment options and monitor investments and investment plans.
- You will schedule annual followup meetings with customers to review the status of their investment portfolios.
- You will support the department in marketing Peoples Investments products and services as well as educate and train Peoples Bank staff on identifying qualified referrals to Peoples Investments.
- You will maintain all required licenses as required by law.
- You will be responsible for meeting business development goals.
- You will possess knowledge and ensure compliance with all Federal and State regulations.
What You Bring to the Team:
- You have a bachelors degree in finance economics business or related field.
- You have previous experience in financial advising.
- You have a NASD Series 7 and 66 license and you may have a Certified Financial Planner (CFP) license.
- You are proficient in Microsoft Word and Excel.
- You have proven leadership and critical thinking skills.
- You have demonstrated commitment to providing consistent and exceptional customer service.
- You have the ability to make independent and confident decisions and can communicate them effectively.
- You have a mature outgoing demeanor with customers prospects and coworkers.
- You have excellent problemsolving and decisionmaking skills ability to prioritize tasks and ability to work independently with minimal supervision.
- You have strong interpersonal skills including professional etiquette and service mentality.
- You are skilled at business communication both verbal and written.
- You have a strong professional demeanor and high regard for confidentiality.
- You can travel to other Peoples Bank locations and offsite for meetings and/or training as required.
- You have the ability to model the Peoples Bank Mission Vision and Values.
This position description is not intended to cover or contain a comprehensive list of all functions duties or responsibilities that are required in this position. Functions duties or responsibilities are subject to change at any time with or without notice.
*For a comprehensive job description please contact HR department at
The Banks Commitment to You:
We ensure that YOU are provided with dedicated tailored support from our existing team. We admire your passion for growth and selffulfillment so we offer engaging professional development and career advancement opportunities. In addition you will be working with a widely supportive HR team with a wealth of knowledge across a variety of areas.
For over 100 years Peoples Banks philosophy of People First has created an unwavering commitment to our employees customer and local communities. Our purpose is to serve our communities with honesty integrity respect and commitment and our promise A Higher Level of Service always starts and ends with people. We strive to be the Best Community Bank in the Pacific Northwest and that endeavor includes being the Best Employer in the Pacific Northwest.
Our Employees Enjoy Generous Benefits:
- We are proud to offer hybrid work from home options for most noncustomer facing positions.
- We share our success with you through Profit Sharing Incentives and other Bonus Structures based on your position.
- We enjoy a healthy work/life balance by offering 12 days of paid vacation 2 paid wellness days 2 days of paid community service time as well as paid sick leave that is accrued based on hours worked. Our employees will also enjoy 11 paid holidays throughout the calendar year.
- We understand that wellness needs can look different for everybody so we provide a full suite of Health benefits to employees and their families that includes Medical Dental and Vision Insurance Mental Health Resources and a $200 annual reimbursement for wellness related expenses.
- We invest in your financial security by providing an 8 401(k) employer match and safety net of life and disability plans.
We Offer Competitive Compensation:
Salary Range in WA
Base Salary: $77800 annually
As a Financial Advisor your compensation will be based on a combination of guaranteed base salary and commissions.
EEO Statement(s):
At Peoples Bank we know we are better together. We are dedicated to crafting an inclusive and equitable workplace that represents the diverse communities we serve. If youre excited about the job we encourage you to apply all experiences are welcome. Peoples Bank is proud to be an equal opportunity workplace and affirmative action employer.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
