Wealth Advisor - Westamerica Bank

We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented , and are able to execute in a way that encourages creativity and continuous improvement .

- High school diploma or equivalent (Bachelor's Degree Preferred)

- Minimum of two (2) years investment sales experience (preferably in a financial institution)

- Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66

- Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire)

- Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer

- Demonstrated ability to sell products and services to investment clients; evidence of strong sales results

- Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space

- Excellent knowledge of investment/insurance products and financial planning

- Excellent verbal, written and interpersonal communication skills

- Excellent customer service and business focus with a great attention to detail

The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.