Wealth Advisor (Commission-Based, High Earning Potential)

NBT Bancorp Inc.; City of Newburgh (NY); 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

Retirement Plans with matching

Job summary

NBT Bancorp Inc. is seeking a Sales Consultant in Newburgh, NY, offering a base salary plus commission. The role encompasses interviewing clients to assess their investment and insurance needs while developing proactive client relationships.

Qualified candidates should possess a Bachelor's Degree and a minimum of 2-3 years in investment and insurance sales. This position offers comprehensive benefits including medical coverage, paid time off, and retirement plans.

Qualifications

• Minimum 2-3 years investment and insurance sales experience required.
• Licensing: NASD Series 6 and Life License. Series 7 preferred.

Responsibilities

• Interview and profile customers/prospects to determine investment needs.
• Develop and execute business plan to meet sales goals.
• Monitor client investment performance and make recommendations.
• Cultivate relationships with staff of assigned branches.
• Perform other duties as required.

Skills

Communication skills

PC skills

Knowledge of investment products

Team player

Education

Bachelor's Degree or equivalent education

Job description

NBT Bancorp Inc. is seeking a Sales Consultant in Newburgh, NY, offering a base salary plus commission. The role encompasses interviewing clients to assess their investment and insurance needs while developing proactive client relationships.

Qualified candidates should possess a Bachelor's Degree and a minimum of 2-3 years in investment and insurance sales. This position offers comprehensive benefits including medical coverage, paid time off, and retirement plans.