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BWIS Financial AdvisorBank of the West - Clive, IAPosition SummaryResponsible for providing financial planning strategies for clients by assessing the clients past, present and future financial needs, objectives and requirements. These needs and requirements are met by providing financial advice and investment products.Position Accountabilities1. Meets BWIS monthly sales and revenue goals by providing financial strategies for client financial needs through profiling and analyzing what investment products are in the clients best interest.2. Completes and submits all required BWIS paperwork and documentation neatly, accurately and in a timely manner. 3. Follows all policies and procedures as it pertains to client accounts and transactions.4. Maintains and follows all regulatory and BWIS compliance policies and procedures.5. Maintains... See job listing >30+ days ago from Bank of the West - Save - Block - Flag - More Tools...
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Bank of the West
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Branch:
301 S Clinton St
Iowa City, IA 52240
Phone: 319-338-9751
http://www.bankofwest.com - Line of Business: State Commercial Bank
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Key Numbers:
Company Type Private
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