Financial Consultant: High-Earning Wealth Advisor

NBT Bank; Lenox Township (PA); On-site; USD 52,000 - 210,000; Full time

Benefits offered by this job

Generous Paid Time Off

Parental Leave

Comprehensive Medical Coverage

Dental and Vision Coverage

Flexible Spending Accounts

Employer-Paid Disability Coverage

Life Insurance

Retirement Plans

Tuition Reimbursement

Employee Assistance Program

Pet Insurance

Job summary

NBT Bank in Lenox Township, PA is seeking a dedicated professional for a sales role focused on investment and insurance products. You will be responsible for interviewing clients to assess their needs and making appropriate recommendations.

The ideal candidate will have at least 2-3 years of sales experience in a financial services context, a bachelor's degree, and strong communication skills. The position offers a competitive salary and generous benefits package.

Qualifications

• Minimum 2-3 years investment and insurance sales experience required.
• Strong knowledge of applicable securities and insurance rules and regulations.

Responsibilities

• Interview and profile customers to determine their investment and insurance needs.
• Develop and execute individual business plans to meet sales goals.
• Monitor client investment performance and make recommendations.
• Cultivate relationships with branch staff to discuss sales ideas.
• Perform other duties as required.

Skills

Communication skills

Knowledge of investment products

PC skills

Team player

Compliance record

Education

Bachelor's Degree or equivalent education

NASD Series 6

Series 7 preferred

Job description

NBT Bank in Lenox Township, PA is seeking a dedicated professional for a sales role focused on investment and insurance products. You will be responsible for interviewing clients to assess their needs and making appropriate recommendations.

The ideal candidate will have at least 2-3 years of sales experience in a financial services context, a bachelor's degree, and strong communication skills. The position offers a competitive salary and generous benefits package.