Financial Advisor - BankWest

Scope Of Job

Manages an existing client book while actively generating new business through strategic referrals, targeted marketing efforts, and strong partnerships with local bank staff across branch locations. Provides personalized financial advice and planning services, helping clients achieve their financial goals through informed decision‐making and tailored strategies. Responsible for proactively engaging clients, presenting solutions, and staying current on market trends and financial products.

This role involves the opportunity to work independently, manage your own pipeline, and collaborate closely with internal partners to deliver exceptional financial guidance in a supportive and dynamic environment.

• Deliver comprehensive financial advice tailored to client goals, risk tolerance, and life circumstances.
• Develop and implement financial plans addressing retirement, investment, tax, estate, and insurance needs.
• Proactively conduct regular client reviews to ensure strategies remain aligned with evolving goals and market changes.
• Manage new account openings, documentation, service follow‑ups, and ensure timely execution of transactions and service requests.
• Prepare and present research, reports (e.g., Morningstar, Retire Up), and tailored investment recommendations for client meetings.
• Build strong relationships with Bank West employees and leadership to foster referrals supporting bank clients with financial products and services.
• Participate in business development activities including marketing campaigns, client events, and prospect outreach to expand Bank West's client base.
• Collaborate with internal financial services and bank teams to support cross‑functional initiatives and client service excellence.
• Provide backup and support to colleagues responding to walk‑in client needs and incoming inquiries with professionalism.

• Work as a team with departmental counterparts on planning and implementing assigned projects and products.
• Participate on various committees and project teams as deemed appropriate by management.
• Attend, actively participate in organization, job‑specific training offered, and Quality Service programs.
• Adhere to all applicable Policies and Procedures of Bank West organization.
• Community Involvement strongly encouraged.
• Other Duties as Assigned.

• Education:
  
  A Bachelor's Degree in a related field. Applicable experience and/or related certifications may be considered in lieu of degree. Industry recognized professional certifications (e.g., Series 7, Series 66 or equivalent) required;
  Paraplanner designation preferred.
• Experience:
  
  2 years' experience in related field (5+ years preferred).
• Knowledge and Special
  
  Skills:
  
  Knowledge of Bank West products and services and the brokerage industry. Ability to work dependently and/or independently, under pressure, meet deadlines, and adjust work schedules as needed. Ability to organize and handle multiple responsibilities while delivering quality external and/or internal customer service. Strong interpersonal skills to ensure effective communication with external and/or internal customers. Knowledge of regulatory requirements relevant to performance of specified duties.
  
  Ability to skillfully use a variety of application software, learn computer programs, and comprehend the program output. Adhere to Federal Privacy Standards and Bank West requirements for electronic communication and Social Engineering standards. Bank West is a "Sales Organization" and all employees are expected to participate directly or indirectly with increasing Bank West's presence in their markets as appropriate.