Wealth Advisor & Investment Consultant

Apple Bank for Savings; Setauket (NY); On-site; USD 72,000 - 96,000; Full time

Job summary

ABS Associates of New York, Inc., the wealth management division of Apple Bank, seeks a Financial Consultant on Long Island to drive sale of non-deposit investment products within a banking environment.

The role emphasizes achieving monthly targets, training branch staff, outbound prospecting, and strong client service. Candidates must hold NYS Life, Accident & Health license and FINRA Series 7, 63, and 65/66; 2+ years sales experience required.

Qualifications

• High school diploma or GED is required.
• Minimum of 2 years of sales experience as a financial consultant.
• Banking experience preferred.
• Must possess NYS Life, Accident & Health license.
• FINRA Series 7, 63, and 65 or 66 are required.
• Excellent time management and communication skills.
• Self-motivated with ability to work independently.

Responsibilities

• Achieve or surpass established sales targets.
• Lead branch sales meetings, briefings, and motivational sessions.
• Execute continuous and consistent sales-generating activities, including outbound calls and appointment scheduling.
• Provide training programs for all branch employees.
• Engage daily with prospective clients.
• Explain investment concepts clearly and concisely to potential clients.
• Participate in ongoing sales and product training sessions.
• Maintain effective working relationships with branch personnel.
• Hold weekly meetings with Branch Managers across the assigned territory.
• Fulfil additional responsibilities as required.

Skills

Sales experience

Financial consulting

Time management

Communication skills

Independent / self-motivated

NYS Life, Accident & Health license

FINRA licenses

Education

High school diploma or GED

Job description

ABS Associates of New York, Inc., the wealth management division of Apple Bank, seeks a Financial Consultant on Long Island to drive sale of non-deposit investment products within a banking environment.

The role emphasizes achieving monthly targets, training branch staff, outbound prospecting, and strong client service. Candidates must hold NYS Life, Accident & Health license and FINRA Series 7, 63, and 65/66; 2+ years sales experience required.