Wealth Advisor - Mechanics 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

- Strong self-motivation and ability to work independently - Excellent verbal, written and interpersonal communication skills - Possess strong organization skills - Excellent customer service and business focus with a great attention to detail - Effective research and analysis skills

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.