Senior Wealth Planning Advisor First West

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 License

• 6 years experience in investment advisory positions

• Familiarity with financial planning tools and methodologies

• Excellent networking and interpersonal skills

Leverage your expertise in wealth advisory services to foster financial success for members at First West.
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