Investment Associate

Description

Washington Trust brings more than 100 years of investment management, estate settlement and trust administrative expertise to individuals, families, companies and organizations throughout the Pacific Northwest. We have nearly $8.9 billion in assets under administration which includes more than $1.26 billion in Investment Services, our retail brokerage and insurance group. We pride ourselves in attracting, developing and rewarding employees at all levels. We strive to lead by example and act with integrity, honesty and ethics. As a community-minded bank, we draw a great sense of accomplishment helping our employees participate in community and neighborhood initiatives.

The central focus of this position is to learn all aspects of selling securities and insurance products from small to medium sized investment accounts, adhering to securities regulations and safe, sound banking practices. This position also performs trading and sales assistant functions in the Investment Services Department. Regular, reliable attendance is required.

Location : Washington Trust Financial Center - 717 W Sprague Ave, Spokane, WA 99201

Essential Functions

Sales

• Accept buy and sell orders from current customers.
• Under supervision, open new accounts for non-deposit investments. Includes conducting fact finding interviews to qualify clients, evaluate information, research appropriate investment alternatives, prepare presentations, present alternatives to clients, implement recommendations and monitor investments. All of these functions must adhere to securities regulations.
• Includes attaining a working knowledge of sales policies and procedures to assure that business practices comply with securities regulations and safe, sound banking practices.
• Product Knowledge and Suitability. Includes attaining a strong working knowledge of deposit and non-deposit products to facilitate trading and sales support activities. This will be achieved through on-going continuing education, required regulatory and compliance training.

Securities Trader

Sales Assistant

Qualifications

Pay Range : $24.46 - $36.69

The compensation range represents the low and high end of the base compensation range for this position located in Spokane, Washington. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is eligible to participate in an applicable bonus plan.

What Our Culture Can Offer You

Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work / Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.

Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.