Opportunity Description
Become a Senior Wealth Planning Specialist at First West, focusing on strategic financial advice for affluent clients. This role combines mentoring with proactive business development.
As a Senior Wealth Planning Specialist, you will provide in-depth financial planning tailored to meet the unique needs of high-value members. You will engage in business development while offering leadership to branch employees. Your guidance will significantly impact members' financial futures and satisfaction.
Key Responsibilities:
• Deliver tailored financial planning advice and investment solutions
• Identify and cultivate relationships with potential clients
• Lead mentoring programs for branch staff regarding wealth management
• Ensure compliance with regulatory standards in all interactions
• Facilitate seamless referrals to other advisors as needed
Requirements:
• Bachelor’s degree or equivalent combination of experience
• Mandatory CFP designation and Mutual Funds L...
As a Senior Wealth Planning Specialist, you will provide in-depth financial planning tailored to meet the unique needs of high-value members. You will engage in business development while offering leadership to branch employees. Your guidance will significantly impact members' financial futures and satisfaction.
Key Responsibilities:
• Deliver tailored financial planning advice and investment solutions
• Identify and cultivate relationships with potential clients
• Lead mentoring programs for branch staff regarding wealth management
• Ensure compliance with regulatory standards in all interactions
• Facilitate seamless referrals to other advisors as needed
Requirements:
• Bachelor’s degree or equivalent combination of experience
• Mandatory CFP designation and Mutual Funds L...
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