First Financial Northwest Bank continually strives to recruit
the most talented, motivated employees in their respective fields.
By providing interesting work, opportunities for personal and
professional growth plus an environment that values teamwork and
work-life balance, we are able to attract and retain outstanding
individuals. We pride ourselves on providing excellent benefits,
competitive salaries and the opportunity for participation in the
company's long-term success.
Bring your expertise and enthusiasm to a company that's eager to
put your talents to use.
Senior Investment Sales Representative
Position Purpose: Our Senior Investment Sales Representative
will be the principal contact with the client, maintaining ongoing
relationships and developing new relationships. This individual
will have a broad and thorough understanding of wealth management
practices and investment strategies and extensive experience and
Are you an experienced wealth advisor with unmatched integrity
and customer service? If you enjoy helping clients reach their
financial goals while providing top-notch customer service and
comprehensive investment strategies we want to talk to you!
Ability to establish customer investment objectives including
risk tolerance, asset allocation and cash requirements.
Ability to discuss investment performance, economic and market
Extensive communication with clients and prospects.
Evaluate large holdings for performance relative to the overall
portfolio and plan strategies for diversification.
Monitor asset allocation on a quarterly basis relative to policy
and goals; evaluates need to rebalance.
Develops leads and referrals from current clients and outside
Direct consultation with attorneys, accountants and other
advisors for financial, tax and estate planning.
Other duties as assigned
At least 5 years' related experience.
Financial planning experience a plus.
Series 6, 7, 65 and/or 66 licenses
Bachelor's degree or equivalent in a related field (Investments,
Finance, Law, Accounting/Tax, Economics, Business Administration)
and/or 5 years' of related experience; or equivalent combination of
education and experience.
For over 93 years, we have built our reputation as a provider of
financial solutions, a concierge of professional connections, and a
partner in community service. Be a part of the next generation of
First Financial Northwest Bank and join the excitement!
First Financial Northwest Bank (FFNWB) is proud to be an Equal
Opportunity Employer. FFNWB does not discriminate on the basis of
race, religion, color, sex, gender identity, sexual orientation,
age, non-disqualifying physical or mental disability, national
origin, veteran status or any other basis covered by appropriate
law. All employment is decided on the basis of qualifications,
merit, and business need.