Financial Advisor Wealth Planning Specialist

Join First West as a Wealth Planning Specialist and deliver tailored financial advice to high-value members. This role emphasizes relationship-building and strategic investment planning.

In this position, you will assess the financial needs of members and offer sophisticated financial planning solutions. Your work will involve directing members to appropriate advisors and leading initiatives to expand the wealth management client base. Additionally, you will support branch employees with invaluable insights into investment tools and services.

Key Responsibilities:

• Assess member investment portfolios and life cycle needs

• Engage proactively with new and existing customers

• Conduct mentoring sessions for branch staff on investments

• Complete transactions and maintain precise member records

• Adhere to ethical standards and compliance guidelines

Requirements:

• Bachelor’s degree in a relevant field or equivalent experience

• CFP designation and Mutual Funds License required

• Minimum 6 years in financial advisory roles

• Proficient with financial planning software

• Proven sales and communication capabilities

Bring your financial acumen to First West and help shape member wealth opportunities.
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