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Job Field: Office Jobs
Location: MOSES LAKE, WA
Salary: $-
Job Type: Part Time

JOB SUMMARY:

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               <td align="left"><font style="font-size: 100%;">Requisition Number 12-0580<BR>Post Date 7/11/2012<BR>Title Financial Consultant<BR>Part Time No<BR>City Moses Lake<BR>State WA<BR>% of Travel Required 50% Travel<BR>Description Acquire and deepen client relationships through the offering of comprehensive financial and investment solutions within the branch environment. Develop and promote partnership with bank colleagues in order to identify opportunities to assist clients in addressing their unique goals and objectives.<BR><BR>Essential Duties:<BR>? Identify suitable financial and investment solutions for clients through the collection of financial information and the evaluation of their unique needs, goals, and circumstances.<BR>? Partner with bank colleagues to uncover opportunities to enhance current and prospective client relationships with comprehensive financial solutions. Indentify partner education and sales training opportunities.<BR>? Drive the deepening of client relationships by engaging internal partners and specialists to cross-sell all bank services, including checking and savings accounts, mortgage and commercial loans, and trust and estate services.<BR>? Responsible for proactive calls to current and prospective clients and follow-up on marketing campaigns. Adherence to client and referral contact standards.<BR>? Responsible for maintaining knowledge of investment and financial products, industry trends, and the global economic environment. Understands their application in meeting the customer''s specific needs and goals.<BR>? Responsible for conforming to all legal and regulatory requirements associated with Sterling/Sonoma Investment Group, Sterling/Sonoma Bank, associated broker/dealer, FINRA, and the SEC.<BR>? Responsible for continuing education programs required to maintain all securities and insurance licenses and industry designations.<BR><BR>Education:<BR>High School Diploma or GED required.<BR>Bachelor''s Degree in business or related field preferred.<BR>FINRA Series 7, 65/66; Life and Variable Ins licenses required.<BR>CFP certification preferred.<BR><BR><BR>Skills and Knowledge:<BR>? 3 - 5 years of related industry experience.<BR>? Advanced knowledge of investment products and philosophies, ERISA regulations, and state and federal regulations.<BR>? Extensive written and verbal communication skills.<BR>? Proven ability to network and cultivate relationships to develop new opportunities.<BR>? Possess organizational skills, initiative, and motivation to independently manage time and resources to meet assigned goals and objectives.<BR>? Proficient with all MS Office applications.<BR>? Possess strong work ethic and desire to succeed in a competitive environment.<BR><BR>Office Environment - no specific or unusual physical demands.<BR><BR>No recruiters, agencies, third-party agents, or consultants, please- only direct applications from candidates. All other inquiries must be directed to the Human Resources Department at (509) 458-2711.<BR><BR><a href="CanLogin.aspx?__JobID=*B6CD0516FB4EBC5B&__RT=*D356349294394CA3EAC10FEC2E7B083E12492FA1366E7877831E1354943459D2C2EDE8DD0933628F"                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           </font></td>
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