Wealth Financial Advisor-Oakland

BNP Paribas Oakland , CA 94604

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.

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


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-California-OaklandJob 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

Newport Beach, Californie, tats-Unis

  • CDI Wealth Financial Advisor- Wealth Management Group

West Des Moines, Iowa, tats-Unis

  • CDI BWIS Wealth Financial Advisor

Monterey, Californie, tats-Unis

  • CDI Wealth Financial Advisor- Wealth Management Group

Los Angeles, Californie, tats-Unis

  • CDI Wealth Financial Advisor- Wealth Management Group

New York, tat de New York, tats-Unis

  • CDI Wealth Financial Advisor- Wealth Management Group

Kansas City, Missouri, 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
Chase Wealth Management Private Client Advisor Oakland (Rockridge)

Jpmorgan Chase & Co.

Posted 2 days ago

VIEW JOBS 10/18/2019 12:00:00 AM 2020-01-16T00:00 Chase Wealth Management Private Client Advisor - Oakland - (Rockridge) Req #: 190098201 Location: Oakland, CA, US Job Category: Wealth Management Job Description: At JP Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you'll be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As part of Consumer Banking, the branch-based Chase Wealth Management Private Client Advisor offers comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You are responsible for providing an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. What you will receive Comprehensive compensation that includes a base salary, monthly incentives based on revenues and a Net New Money award annually. JPMorgan Chase is committed to providing a vast set of benefits choices as well as a Wellness Program to help you and your family get healthy and stay healthy. As an additional complement to the benefit plans, we offer a variety of additional programs and services to help meet the diverse needs of our employees, including 401k (for eligible employees), Employee Stock Purchase Plan, Employee Discount Programs, Business Resource Groups, Backup Child Care, Tuition Assistance Programs and Career Management, just to name a few. INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. What you will possess: Teamwork and Influence. You champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity and inclusion. Disciplined Practice Management. You focus on relationship management not portfolio management. You demonstrate a deep understanding of financial markets and sound business judgement. You'll rely on your personal drive, leadership and relationship-building skills to build a book of business and deliver personalized investment solutions to your clients. Customer Obsession. You exhibit unwavering integrity that points toward doing right by clients at every opportunity. Insights, interpersonal skills and meticulous planning allows you to support and guide your customers. You have a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments. One Chase Approach. You provide a holistic view of clients' needs and financial coaching beyond investments. You will embrace digital innovations so you can help clients become more digitally confident and bank when, where and how they want. Licenses, Designations, and Education: * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. * Demonstrated ability and commitment to goals-based planning and advice * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment * A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment * Certified Financial Planning (CFP®) certification is preferred * Bachelor's degree preferred Jpmorgan Chase & Co. Oakland CA

Wealth Financial Advisor-Oakland

BNP Paribas