-
Financial Advisor
1 week ago
Root Financial Partners San Diego, United StatesCompany Description · As one of the fastest-growing RIAs in the country, Root Financial's mission is to help as many people as possible get the most out of life with their money. Our human-first approach to financial planning guides clients toward their most cherished financial g ...
-
Financial Advisor
2 days ago
Northwestern Mutual San Diego, United StatesOur financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans bringing together the right insurance and investment strategies to guide them every step of the way. · Have you ever thought of starting your own business ...
-
Financial Advisors
5 days ago
Manhattan West San Diego, United StatesManhattan West Enterprise Company ("Manhattan West") is seeking Financial Advisors to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes i ...
-
Financial Advisor
2 weeks ago
Root Financial Partners San Diego, United StatesCompany Description · As one of the fastest-growing RIAs in the country, Root Financial's mission is to help as many people as possible get the most out of life with their money. Our human-first approach to financial planning guides clients toward their most cherished financial ...
-
Financial Advisor
6 days ago
Northwestern Mutual San Diego, United StatesOur Scripps Ranch firm is growing our team of Financial Advisors. · Our advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financi ...
-
Financial Advisor
1 week ago
Northwestern Mutual San Diego, United StatesOur Scripps Ranch firm is growing our team of Financial Advisors. · Our advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financia ...
-
Financial Advisor
1 week ago
Root Financial Partners San Diego, United StatesCompany Description · As one of the fastest-growing RIAs in the country, Root Financial's mission is to help as many people as possible get the most out of life with their money. Our human-first approach to financial planning guides clients toward their most cherished financial g ...
-
Financial Advisor
4 days ago
Northwestern Mutual San Diego, United StatesOur financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans bringing together the right insurance and investment strategies to guide them every step of the way. · Have you ever thought of starting your own business ...
-
Financial Advisor
6 days ago
PNC Financial Services Group San Diego, United StatesJob Description · Job Profile · Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace ...
-
Financial Advisor
1 week ago
Northwestern Mutual San Diego, United StatesOur financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans bringing together the right insurance and investment strategies to guide them every step of the way. · Have you ever thought of starting your own business ...
-
Financial Advisor
1 week ago
Northwestern Mutual La Jolla office San Diego, United StatesJob Description · Job Description · Must be in San Diego or willing to relocate to the San Diego area. · Business Location: · La Jolla, CA · Pay: $80, $200,000.00 per year (Bonuses, commission, and benefits) · The first 6 months will be in office, position will move to "hybri ...
-
Financial Advisor
1 week ago
Baron Meddy, Inc. San Diego, United StatesAbout Us · Baron Meddy is a leading and rapidly growing fintech company dedicated to revolutionizing the financial industry with innovative technologies. We are committed to providing cutting-edge solutions that empower our clients to thrive in an increasingly digital world. Wit ...
-
Financial Advisors
1 week ago
Manhattan West San Diego, United StatesManhattan West Enterprise Company (Manhattan West) is seeking Financial Advisors to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes inc ...
-
Financial Advisor
1 week ago
International Staff Consulting San Diego, United StatesAre you already a successful financial planner looking for a smaller, more intimate working environment to supercharge your business? Do you value an environment that nurtures your autonomy and provides you the resources to excel? Join this highly coveted Financial Services firm ...
-
Financial Advisor
2 days ago
Priority Financial Group San Diego, United StatesRole: · Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through th ...
-
Financial Advisor
1 week ago
Talent Focus San Diego, United StatesTalent Focus is helping a high-profile, international wealth management institution, identify high calibre Trainee Financial Advisors for their Private Client practices in San Francisco, San Diego and Los Angeles. · Once qualified, you will act as a financial confidant to your c ...
-
Financial Advisor
1 week ago
Northwestern Mutual San Diego, United States*Must be in San Diego or willing to relocate to San Diego area. · Our La Jolla, CA office is growing and looking to add Advisors to the firm Ever thought about starting a business but don't have the cash or the resources to do so? Our Financial Advising opportunity with Northwes ...
-
Financial Advisor
1 week ago
Banner Bank San Diego, United StatesMore than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past five years. · ...
-
Financial Advisor
1 week ago
Priority Financial Group San Diego, United StatesRole: · Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through t ...
-
Financial Advisor
1 week ago
Banner Bank San Diego, United StatesAs a Financial Advisor with Banner Bank you will be responsible for business development, relationship management, and client experience within an assigned geography. Assist current and potential clients with investment needs, using non-FDIC insured securities and insurance produ ...
Financial Advisor - San Diego, United States - Banner Corp
Description
More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals.
Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past five years.
With more than $16 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously.
In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
As a Financial Advisor with Banner Bank you will be responsible for business development, relationship management, and client experience within an assigned geography.
Assist current and potential clients with investment needs, using non-FDIC insured securities and insurance products. Collaborate with business partners to create needs based solutions and services for the client. Oversee a team of Investment Sales Assistants.In this role you'll have the opportunity to:
Responsible for sourcing and developing qualified client prospects by identifying and utilizing referral sources, outside calling, networking and existing clients.
Responsible for providing exceptional service to prospects and existing clients seeking objective investment advice and guidance through a professional approach and demeanor.
Return calls in accordance with Service Level Agreements and honors the client relationship above personal gain.Develop and use a consultative approach in client interviews and communicate all required disclosures while ascertaining all pertinent information about the client, including risk tolerance, time horizon, financial net worth, and ability to understand the products and investment experience.
Responsible for servicing account relationships on an ongoing basis, meeting with the client periodically to review account activity, profile changes, life events and other discoveries that could affect the management of the account.
Responsible for working proactively with Bank partners to support prospecting activities and participates in outbound calling efforts.Responsible for working within compliance guidelines and policies of the Bank, the third party broker/dealer, and FINRA.
Responsible for cooperating and participating in the audit process to achieve excellence in audit results. Take responsibility for own portfolio to ensure compliance.
Responsible for complying with policies, procedures, security requirements, and government regulations. Stay informed of current market trends and emerging products. Maintain all licensing in good standing, completing continuing education courses as assigned by regulation and the Bank.
Education & Certifications
Bachelor's Degree:
Accounting, Business, Economics, Law, Computer Science or other related field required (an equivalent combination of education and experience may be considered)
Series 7, 63 and Insurance licenses required
U-4* required
Experience
6 or more years of experience in a brokerage program at a wire house, bank or credit union with verifiable gross commission production; or equivalent combination of education and experience required
Knowledge, Skills and Abilities
Ability to read, analyze, and interpret financial and credit information and governmental regulations.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to write business correspondence and effectively present information and respond to questions from groups of managers, clients, and customers.
Proficient in MS Office products and other web-based programs.Ability to explain complex terms to clients in a clear and simple manner.
Knowledge of federal and state laws and regulations relating to investment services. *Possess U-4 with no customer complaints, settlements, or adverse actions taken by a prior broker/dealer or regulatory authority.
Compensation & Benefits
The Financial Advisor will receive a monthly base salary of $5,700 paid in semi-monthly equal parts but will not be reduced from the calculated commissions for the first 18 months of plan participation.
Comprehensive employee benefits, including:
medical, dental, vision, LTD, STD and life insurance
Paid vacation time, sick time and 11 company paid holidays401k (with up to 4% match)
Tuition reimbursement
Get more information at:
Employee Benefits | Banner Bank
Please take time to review
Banner Bank's Consent & Privacy notice
before applying.
Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postingson this site.
Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank.
No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
#J-18808-Ljbffr