Bank-Based Wealth Advisor: Invest & Protect Clients

Jobtailor; Seattle (WA); On-site; USD 85,000 - 125,000; Full time

Job summary

Jobtailor seeks a motivated Investment Sales Representative to partner with bank branches in the Seattle area. You will deliver Non-Deposit Investment Products (NDIPs) and financial solutions to clients, managing an assigned book and driving cross-sell opportunities.

The role requires active securities licenses (Series 7/63/65/66 where required), a life insurance license, and a proven sales track record. Strong advisory skills and regulatory compliance are essential for success at Jobtailor.

Qualifications

• Bachelor’s degree preferred; high school diploma acceptable.
• Minimum of two years investment sales experience.
• Active Life Insurance License.
• Active Series 7 Registration.
• Active Series 63/66 Registrations as required by state hire.
• Proficient in Microsoft Office applications.
• Strong sales and client advisory skills.
• Knowledge of bank-based investment products and cross-selling.
• Excellent communication and collaboration abilities.
• Commitment to ethical and compliant practice.

Responsibilities

• Act as a dedicated representative for one or more bank branches.
• Deliver Non-Deposit Investment Products (NDIPs) and services to branch customers.
• Provide advice-based financial solutions for an assigned book of business.
• Solicit new and existing investments and insurance solutions from retail clients.
• Build partnerships with Retail Branch Managers and Centers of Influence.
• Utilize a consultative, holistic sales process and assessment tools where appropriate.
• Provide comprehensive, needs-based investment and insurance solutions.
• Offer suitable and diversified brokerage, advisory, and insurance solutions.
• Maintain regulatory, broker-dealer, and institutional compliance.
• Deliver high-quality customer service during each interaction.
• Build relationships with branch staff and support referrals.
• Develop understanding of core institution products to support cross-selling and referrals.
• Meet or exceed sales goals for the assigned territory while complying with policies.

Skills

Investment Sales

Active Life Insurance License

Series 7

Series 63

Series 65/66

MS Office

CRM Tools

PowerPoint

Sales Skills

Relationship Building

Education

Bachelor's Degree Preferred

Tools

Broker Dealer Applications

MS Office

Job description

Jobtailor seeks a motivated Investment Sales Representative to partner with bank branches in the Seattle area. You will deliver Non-Deposit Investment Products (NDIPs) and financial solutions to clients, managing an assigned book and driving cross-sell opportunities.

The role requires active securities licenses (Series 7/63/65/66 where required), a life insurance license, and a proven sales track record. Strong advisory skills and regulatory compliance are essential for success at Jobtailor.