Wealth Financial Advisor- Wealth Management Group

BNP Paribas Kansas City , MO 64126

Posted 8 months ago

At Bank of the West, our people are having a positive impact on the world. We're investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people's lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we're a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.

Job Description Summary

Seasoned professional contributor works independently with limited supervision. Provides retirement planning strategies for Mass Affluent clients ($250,000 - $ 5 MM) by assessing the client's past, present and future financial needs, objectives and requirements. Meets needs by proactively building relationships with clients, providing ongoing advice and drawing on the range of available R&I products by using the BOW pitch book, playbook and conducting in-depth Premier Retirement checkup analysis for clients. Initiates and proactively cultivates relationships with Financial Advisors, Relationship Managers, and other WMG or bank partners including Branch Managers and others.

Essential Job Functions

  • Provides financial strategies for client financial needs by collecting and analyzing client financial data to determine which products best meet the client's financial needs, and providing advice to the client as to what investment products are in the client's best interest.

  • Acts as a fully integrated "Subject Matter Expert" for Investments and Advisory Services & Life Insurance in the Wealth Management Group 360 degree client experience.

  • Partners with Relationship managers to provide outstanding overall Wealth Management Group 360 degree client experience for all accounts with assets above $250K up to $5MM.

  • Creates financial plans for customers and deepens relationships with existing book of business clients.

  • Maintains an in-depth knowledge of the bank's products and offerings, and promotes these products and offerings amongst clients as appropriate.

  • Provides outstanding customer service by following up on any client service request.

  • Fulfills all regulatory and firm compliance obligations as detailed in policies, procedures and regulations.

  • Collaborates with WMG and BOTW partners.

Other Job Duties

  • Performs other duties as assigned.

  • Must be able to develop / maintain cumulative IAS book of business of $ 9 - $ 20 mm over period of years.

  • Responsible to grow IAS book of business to meet and exceed annual goal levels.

#LI-LH1

Required Experience

  • Requires advanced knowledge of job area typically obtained through advanced education combined with experience.

  • May have practical knowledge of project management.

  • Requires 5 years minimum prior relevant experience.

Licenses & Certifications

  • Series 7, 65 or 66 & Life, Variable, Accident & Health Insurance

Skills

  • Knowledge of securities and financial industry; Bank products and service knowledge desired.

  • Demonstrated ability to effectively communicate with diverse clientele.

  • Good knowledge of mass market segment investment needs.

  • Demonstrated proficiency in MS office software (Word, Excel, and PowerPoint) and ability to navigate easily through Internet based systems.

  • Knowledge and experience with various analysis & planning tools to include MoneyguidePro, EnvestNet analytics, Trust Service analytics and other tools.

  • Excellent communication skills required in verbal and written communication, customer service, planning, organizational and making presentations.

  • Good understanding of Wealth management model and team capabilities including a working knowledge of: How trust can be used for legacy planning; Stock option planning; Gift planning Financial planning to include retirement and cash flow planning Experience with Advisory platforms; Familiarity with all investment products offered within WMG Proven track record with Life Insurance including a working knowledge of how insurance can be used i.e., wealth protection, Liquidity Creation, Wealth accumulation, Wealth transfer.

Equal Employment Opportunity Policy

Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer

  • Minority / Female / Disabled / Veteran.

Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.

Primary Location: United States-Missouri-Kansas CityJob Type: Full-timeJob: Advisory Services

Postuler

Retour la liste des offres

Partager cette page !

  • Facebook

A partager avec vos amis

  • Twitter

Tweeter cette page

  • LinkedIn

Partagez cette page avec votre rseau

  • Messenger

Share this page on Messenger

  • WhatsApp

Share this page on WhatsApp

  • Scoop It

Partagez votre veille d'informations avec Scoopit

  • Weibo

Partagez cette page sur le 1er rseau social chinois

  • Buffer

Pas le temps? Lisez et partagez cette page plus tard avec Buffer

  • Pocket

L'appli pratique pour lire cette page tout moment, mme en offline !

Voir plus de rseaux sociaux

Outils

  • Envoyez cette page par mail

Envoyez cette page par mail

  • Imprimer cette page

Etes vous sr de vouloir imprimer ?

Ces autres offres vous intressent-elles ?

  • CDI Wealth Financial Advisor- Wealth Management Group

New York, tat de New York, tats-Unis

  • CDI Wealth Financial Advisor
  • Wealth Management Group

Cheyenne, Wyoming, tats-Unis

  • CDI Wealth Financial Advisor- Wealth Management

Oklahoma City, Oklahoma, tats-Unis

  • CDI Wealth Financial Advisor- Wealth Management Group

West Des Moines, Iowa, tats-Unis

  • CDI Wealth Financial Advisor- Wealth Management Group

Newport Beach, Californie, tats-Unis

  • CDI BWIS Wealth Financial Advisor

Portland, Oregon, tats-Unis

Voir plus d'offres Voir la liste des offres correspondantes


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Wealth Management Advisor

US Bank

Posted 5 days ago

VIEW JOBS 10/14/2019 12:00:00 AM 2020-01-12T00:00 The Investment Relationship Manager (IRM) is the investment planning and investment and insurance products lead on the Private Client Group Team. The IRM is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. IRMs partner with the team to assist clients and families by gaining a thorough understanding of their unique goals and objectives and constructing appropriate goals based investment portfolios. IRMs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. Basic Qualifications * Bachelor's degree, or equivalent work experience * Two to five years of experience in a financial sales position, preferably working with Private Client Group clients * FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license Preferred Skills/Experience * Expert knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding * Expert knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services * Extensive knowledge of private banking products and services, including credit processes and policies * Ability to effectively present investment strategies to clients and maintains a holistic approach to planning * Strong relationship management, sales and new business development skills * Well-developed analytical and problem-solving skills * Excellent interpersonal, verbal and written communication skills * Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes US Bank Kansas City MO

Wealth Financial Advisor- Wealth Management Group

BNP Paribas