Senior Investment Sales Representative - King County

Company: First Financial Northwest
Location: Renton
Posted on: May 3, 2021

Job Description:

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 expertise.

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!

Primary Responsibilities

Ability to establish customer investment objectives including risk tolerance, asset allocation and cash requirements.

Ability to discuss investment performance, economic and market trends.

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 contacts

Direct consultation with attorneys, accountants and other advisors for financial, tax and estate planning.

Other duties as assigned

Desired Experience

At least 5 years' related experience.

Financial planning experience a plus.

Preferred Education/Training

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.

Keywords: First Financial Northwest, Renton , Senior Investment Sales Representative - King County, Other , Renton, Washington