Found Description
Elevate members' financial futures as a Wealth Planning Specialist at First West. Utilize expert knowledge to provide tailored financial planning advice and develop strong relationships with high-value clients.
In this crucial role, you will serve as a trusted advisor, guiding members through their investment portfolios. You will actively identify business development opportunities and consolidate assets, all while ensuring the highest ethical standards in financial planning. With a blend of leadership and expertise, you will mentor branch employees and Wealth Advisors to enhance the wealth management experience.
Key Responsibilities:
• Conduct comprehensive financial planning consultations with clients
• Identify and develop business opportunities for member engagement
• Ensure compliance with audit and risk management policies
• Mentor branch staff on investment products and processes
• Facilitate accurate member transactions and account openings
Requirements:...
In this crucial role, you will serve as a trusted advisor, guiding members through their investment portfolios. You will actively identify business development opportunities and consolidate assets, all while ensuring the highest ethical standards in financial planning. With a blend of leadership and expertise, you will mentor branch employees and Wealth Advisors to enhance the wealth management experience.
Key Responsibilities:
• Conduct comprehensive financial planning consultations with clients
• Identify and develop business opportunities for member engagement
• Ensure compliance with audit and risk management policies
• Mentor branch staff on investment products and processes
• Facilitate accurate member transactions and account openings
Requirements:...
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Submit your application for Wealth Planning Specialist at First West at Envision Financial
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