Wealth Management Consultant — Strategic Sales & Service

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

Job summary

Apple Bank’s Wealth Management division seeks a motivated Financial Consultant to grow sales of non-deposit investment products within a banking environment on Long Island. You will work with branch staff and clients to meet production objectives and deliver excellent service.

The role requires 2+ years of sales experience in finance, NYS Life/Health license, and FINRA licenses. Strong time management and communication skills are essential for success in a fast-paced team setting.

Qualifications

• High school diploma or GED required.
• Minimum 2 years of sales experience as a financial consultant.
• NYS Life, Accident & Health license; FINRA Series 7, 63, and 65/66.
• Excellent time management and communication skills; independent work.

Responsibilities

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

Skills

Sales experience

Time management

Communication skills

Self-motivated

Education

High school diploma or GED

Tools

NYS Life, Accident & Health license

FINRA Series 7

FINRA Series 63

FINRA Series 65/66

Job description

Apple Bank’s Wealth Management division seeks a motivated Financial Consultant to grow sales of non-deposit investment products within a banking environment on Long Island. You will work with branch staff and clients to meet production objectives and deliver excellent service.

The role requires 2+ years of sales experience in finance, NYS Life/Health license, and FINRA licenses. Strong time management and communication skills are essential for success in a fast-paced team setting.