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Sr. Financial Advisor

Company: Columbia BankSystem, Inc.
Location: Bellevue
Posted on: September 14, 2020

Job Description:

Responsibilities:


  • Build and maintain client focused relationships
  • Achieve or exceed assigned production goals
  • Maintain appropriate business ethics and compliant activities and processes
  • Maintain effective relationships with all bank personnel in assigned branches by holding meetings/trainings, answering questions and providing ongoing support and education
  • Manage time and expenses for optimal productivity and results
  • Maintain on-going client relationships to retain and develop business opportunities
  • Provide clients with a high level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and objectives.
  • Achieve client satisfaction and loyalty through excellent service.

    All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct.

    Minimum Job Requirements:

    • Bachelor's degree and/or applicable professional credentials such as CFA, CIMA, CFP, CWS, CEPA, or AIF preferred.
    • 5+ years' experience as an Investment Executive, Financial Advisor, Certified Financial Planner, Investment Advisor Representative, Wealth Manager
    • Series 7, 63 (or equivalent), 65 or 66, and Insurance licenses for states registered
    • Strong marketing and business development skills with an inherent ability to close business in the best interest of the client
    • Ability to develop and maintain rapport via phone, webinar, and in person
    • Strong product knowledge and problem solving skills
    • Excellent verbal and written communications
    • Proactive, responsive, and motivated to be the best our industry has to offer a client

      Our Core Behaviors:

      • Be Genuine. Conduct yourself in a consistent, honest and compassionate manner at all times.
      • Work Ethic. Be willing to go the extra mile for the customer, whether internal or external.
      • Influence. Be an active player in participating, building and contributing to service.
      • Continuous Learning. Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the customer, increase personal satisfaction and improve Columbia Bank.
      • Team Play. We win together. Individuality is encouraged to advance and enrich the work of the team.
      • Problem Solving. Bring creative, problem-solving mentality to every situation. See alternatives, take initiative and assume responsibility for your actions.
      • Communication. Keep others informed and up-to-date. Actively listen and learn from each other.
      • Have a sense of community. We firmly believe that we're only as strong as the communities we serve. Your involvement is an important part of who we are.

        Physical and Mental Requirements:

        • Ability to sit at a computer monitor for extended periods of time
        • Ability to perform repetitive finger, hand, and arm movements
        • Ability to lift up to 15lbs.
        • Ability to effectively discern information and formulate appropriate action
        • Ability to reach, squat, bend, and manually manipulate standard office equipment

Keywords: Columbia BankSystem, Inc., Bellevue , Sr. Financial Advisor, Accounting, Auditing , Bellevue, Washington

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