Wealth Strategies Sales Associate

Job Board Title:
Wealth Strategies Sales Associate

Post Date
11/28/2017

Expiration Date
2/26/2018

Details:
This position is responsible for providing service and sales support to clients and/or prospects and will partner with assigned Advisor(s) to build their business and coordinating all client services activities by responding to client requests in a timely and accurate manner, in accordance with operational and compliance requirements.

Qualifications:
High School Diploma or equivalent – required.
Bachelor’s degree in Business Administration, Finance, Economics, Marketing or relevant discipline – preferred.
3 years recent related work experience providing professional office administration/support in financial planning, investment services or insurance services within a financial institution and sales environment – required.
Equivalent combination of education, training and experience may be considered.
Series 7 License, Series 66 (or 63/65) License, and resident state Life and Health Insurance License – required. Must abide by all regulatory agency laws governing license(s) held, and attend all necessary continuing education training programs and meetings to maintain license(s).
Associates are required to be registered with the Bank’s Broker/Dealer.
May consider unlicensed with the understanding that licenses must be attained within six (6) months of hire.
Provides an exceptional level of quality service for internal/external customers; responds to customers' needs, questions and concerns in an accurate, effective, and timely manner.
Proven ability to develop and maintain positive and professional relationships with management, customers and staff.
Excellent listening, verbal, written and telephone etiquette business communication skills, with the ability to communicate outstanding/follow up issues over the phone, in person and via email; and confidently communicates financial information, products, and policy to bank customers and coworkers; with the ability to read, write, speak and understand English well.
Strong working knowledge and understanding of professional office administration practices, and procedures.
Math skills to balance accounts and locate routine and non-routine mathematical errors.
Demonstrated problem-solving skills with excellent attention to detail and a strong focus on accuracy.
Strong organizational, time management, data review and processing skills; with the ability to identify and resolve exceptions and interpret data, manage multiple assignments, goals and reporting requests, ensuring that priorities are set and commitments and sometimes competing deadlines are met.
Thoroughly understands and applies principles, procedures, compliance requirements, federal/state regulations, and policies related to assigned area, as well as the Bank’s policies, procedures, products, and services.
Ability to work independently and as a member of a team, while understanding the necessity for communicating and coordinating work efforts with other employees and departments.
Unquestionable integrity in handling sensitive and confidential information required.
Proficient use and understanding of MS Office products (Word, Excel, Outlook, PowerPoint) with the ability to adapt to and learn new technologies quickly.
Ability to understand and use Portfolio Software and applications – required.


Comments:
Please visit Heritage Bank's Career site to register and apply online.

https://careers.heritagebanknw.com/

Employer:
Heritage Bank

Email:
HBRecruiting@HeritageBankNW.com

Website:
https://careers.heritagebanknw.com/