Wealth Financial Advisor

Provides financial strategies for client financial needs by collecting and analyzing client financial data to determine which products best meet the client’s financial needs, and providing advice to the client as to what investment products are in the client’s best interest. Acts as a fully integrated “Subject Matter Expert” for Investments and Advisory Services & Life Insurance in the Wealth Management Group 360 degree client experience. Partners with Relationship managers to provide outstanding overall Wealth Management Group 360 degree client experience for all accounts with assets above $250K up to $5MM. Creates financial plans for customers and deepens relationships with existing book of business clients. Maintains an in-depth knowledge of the bank’s products and offerings, and promotes these products and offerings amongst clients as appropriate. Provides outstanding customer service by following up on any client service request.

According to JobzMall, the average salary range for a Wealth Financial Advisor in 101 S Broad St, Globe, AZ 85501, USA is $43,000 - $95,000. This range is based on the salaries of Wealth Financial Advisors from various companies in the area.

Bank of the West is a regional financial services company, headquartered in San Francisco, California. It is a subsidiary of BNP Paribas. It has more than 600 branches and offices in the Midwest and Western United States.