BBVA Compass Associate Financial Advisor/Investments in walnut creek, California
At BBVA, we are working to make banking better for everyone. That is where you come in. We are looking for smart, team oriented people who want to be part of a first-class workforce that gives people the tools they need to meet their financial goals, all while delivering an outstanding client experience. Learn more below.
An Associate Financial Advisor applies basic skills and develops advanced skills using tools appropriate for the position. The Associate Financial Advisor combines personal skills with all the resources of BBVA Compass for the purpose of helping clients realize their financial goals. Associate Financial Advisors are responsible for building business, which includes attracting and servicing relationships with their clients and selling products and services to current and potential customers. Associate Financial Advisors are responsible for assessing a client's circumstances and objectives, and based on those, go on to provide individualized, highly strategic Investment consulting. Associate Financial Advisors have access to a full range of wealth building, managing and preserving services throughout the Firm, managed fee-based solutions, including mutual funds, stocks, bonds, insurance, estate planning and many other services that they will offer to their client base and the investing public.
Minimum of 1 to 2 years proven non-traditional banking sales experience or equivalent experience; Bachelor's degree preferred; Series 6, 7, 63, 65, Life and Health Insurance Licenses (7 and 65 are critical); Knows and performs fundamental concepts, practices and procedures of the Financial Advisor; General awareness of business, financial, products/services and the market; Limited authority/opportunity to set and negotiate product/service terms; Good knowledge of securities and insurance products and FINRA/SEC rules and regulations; Good oral and written communication skills.
Job ID 2018-112806
Site Name CA-WALNUT CREEK-WALNUT CREEK MAIN
Category RETAIL BANKING - BRANCH
Work Location US-CA-Walnut Creek
FLSA Status EXEMPT
Type FULL TIME
EOE Statement Equal Opportunity Employer - Minority/Female/Disability/Veterans.