The Investment Representative is responsible for providing Western customers with broad financial solutions and contributes to the organization’s ability to be a full financial provider by providing a superior customer experience in accordance with the organization’s vision, core values, and team guidelines. This position is responsible to manage customer investment portfolios and help them prepare for long-term financial success. The Investment Representative will manage existing customer portfolios as well as drive business development through internal departmental relationships and external outreach to create new customers.

• Servicing Existing Portfolios: Anticipate customer needs and corresponding solutions through a strong understanding of their situation and needs. This includes strong ability to build and maintain relationships with existing customers by successfully implementing strong investment solutions.
• Business Development: Drive business development and grow investment portfolios by continuing to bring in new referrals. This includes building strong relationships both through the organization and externally and creating and capitalizing on networking opportunities.
• Customer Meetings: Meet, discuss, and implement successful investment solutions.
• System/Database Up-Keep: Work with administrative support to ensure necessary data and information is accurately entered into system on customers, prospective clients, and investments.
• Team Member Training and Partnering: Capitalizing on employee involvement and referrals by educating team member on investment center resources and solutions.
• Other duties and responsibilities as needed or assigned.

Bachelor’s degree in business or finance preferred with 1 years of experience as a financial advisor. Licensure through LPL required.

We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to provide sponsorship for visa status. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

Western State Bank is an EEO and Affirmative Action Employer. Member FDIC.