Wealth Financial Advisor- Wealth Management Group

BNP Paribas New York , NY 10007

Posted 3 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.

  • Experience working with International clients highly desired

Licenses & Certifications

  • Series 7, 65 or 66, State Life & Health Insurance licenses required

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-New York-New YorkJob Type: Full-timeJob: Advisory Services

Postuler

Retour la liste des offres

Partager cette page !

  • WhatsApp

Share this page on WhatsApp

  • LinkedIn

Partagez cette page avec votre rseau

  • Facebook

A partager avec vos amis

  • Messenger

Share this page on Messenger

  • Twitter

Tweeter cette page

  • 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-Series 7, and 65 or 66 required

Tempe, Arizona, tats-Unis

  • CDI

Wealth Financial Advisor

  • Wealth Management

Alliance, Nebraska, tats-Unis

  • CDI

Equity Advisor

  • Wealth Management

Brsil

  • CDI

Wealth Financial Advisor- Wealth Management

West Des Moines, Iowa, tats-Unis

  • CDI

Key Client Group Americas- Senior Project Manager

New York, tat de New York, tats-Unis

  • CDI

Senior Investment Advisor (Wealth Management)

Hong Kong

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 F&Bm Trust And Estates Financial Analysis Vice President

Jpmorgan Chase & Co.

Posted 2 weeks ago

VIEW JOBS 10/1/2019 12:00:00 AM 2019-12-30T00:00 Wealth Management F&BM Trust and Estates Financial Analysis Vice President Req #: 190092790 Location: New York, NY, US Job Category: Accounting/Finance/Audit/Risk Job Description: JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.5trillion and operations worldwide. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of customers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com Business Description: J.P. Morgan Asset & Wealth Management, with client assets of $2.7 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. With more than 160 years of experience, J.P. Morgan Wealth Management (WM) is a global wealth management leader that delivers the quality advice, service, capabilities and products to high net worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging our products and solutions. Our Team: Finance & Business Management is a global team responsible for partnering with senior leaders to drive business and strategy. As a business CFO, you will provide coverage to Trusts and Estates (T&E), Wealth Planning & Advice (WP&A) and Insurance & Retirement Strategies (IRS) teams. This role will involve regular interaction with Senior Management and control partners across the organization to provide meaningful financial information and drive strategic initiatives forward. The candidate will have deep interest in financial markets, investment products, and sales effectiveness. Key Responsibilities: * Cover internal clients within the global T&E WP&A and IRS organizations * Present meaningful unbiased analytics to clearly identify facts, trends and opportunities to drive priorities for the businesses and deliver insightful analysis; present regularly to practice leadership * Own performance scorecards for client advisors – this includes working directly with the client advisors to understand sales performance measures and financial results * Manage weekly financial reporting processes, requiring flexibility to adapt to evolving business focus; work with Finance product controllers and operations teams to enhance the reporting process and core financials * Deliver clear and concise communications to business partners across WM This individual will acquire a firm understanding of Wealth Management products and services, and fundamental business drivers of the Private Bank. The candidate should be a self-starter, strategic thinker, and be able to handle multiple priorities. Skills Required – the candidate should be: * Experienced – 7+ years of experience in financial services and Finance or Business Management function * Organized – able to balance multiple priorities; has a strong attention to detail and exercises a controls mindset * Curious – Demonstrates intellectual curiosity and honesty – seek out the truth and ground decisions in the facts * Logical – thinks analytically and logically to understand and analyze complex business processes * Clear – Strong oral and written communication skills; capable of concision and brevity * Technical – Intermediate to advanced Microsoft PowerPoint, Word, and Excel skills are required * Accountable – Strong sense of responsibility and initiative * Discreet – Good judgment and discretion working with highly confidential information Jpmorgan Chase & Co. New York NY

Wealth Financial Advisor- Wealth Management Group

BNP Paribas