What are the responsibilities and job description for the Financial Advisor position at First Financial Wealth Services?
Our Wealth Advisor is an integral part of the First Financial Wealth Services team engaging our clients to deepen the relationship through a full compliment of services and solutions and equipped with a suite of technology to efficiently deliver an optimal client experience.
This exciting position will allow you to grow your career helping the people and families in your community that look to First Financial Northwest Bank for sound financial solutions. You will join a team that is dedicated to helping clients in every stage of their financial lives.
This position will offer:
· The ability to build a strong client base with the Bank’s exceptional referral and lead generation systems
· The opportunity to find new clients through the Bank’s client base as well as within the community
· The ability to grow relationships with the platform’s combination of tools, technology and support
· The opportunity to continue developing your skills with access to training, peer mentoring and education programs
· The opportunity to volunteer with your colleagues at community events
Desired Experience
At least 3 years’ related experience with demonstrated success:
· Building relationships through a consultative discovery approach
· Sharing complex financial and investment concepts and solutions while building trust
· Delivering an exceptional service experience that exceeds client expectations
· Engaging clients through professional interactions, communication and interpersonal relationship skills
Preferred Education/Training
FINRA Series 7, 65 and 63 or 66 licenses
Washington State Life and Disability Licenses
Bachelor’s degree or equivalent in a related field (Investments, Finance, Law, Accounting/Tax, Economics, Business Administration) and/or 5 years’ related experience; or equivalent combination of education and experience.
Related professional designation or willingness to obtain (CFP, CIMA, ChFC, etc.)