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Financial Consultant

2 months ago

Burlington, United States Community Bank System Full time
Overview

At Community Bank System, Inc. (CBSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CBSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Responsibilities

The function of the Financial Consultant I is to actively manage the investment and insurance relationships within an assigned branch network of the Bank. The consultant shall work with all bank partners to deliver planning services and the appropriate products to bank customers, prospects, personal clientele and to non-bank prospects in a given territory.
  • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.
  • Provide clients with suitable solutions to their financial services needs while maintaining a high standard of ethics.
  • Service the needs of existing customers and effectively manage existing book of business for additional investment customers.
  • Demonstrate good business practices involving, but not limited to, punctuality, professional demeanor, and leadership
  • Maintain neat, timely, and accurate records for regulatory and business purposes.
  • Set and maintain sales goals in cooperation with management.
  • Network with community centers of influence to generate mutual referrals.
  • Train and work cooperatively with branch staff to obtain qualified referrals.
  • Train branch staff on the compliance of selling investment products.
  • Abide by the terms and agreements outlined by LPL Financial LLC (the firm's Broker Dealer).
  • As an integral member of Community Investment Services, Inc., this position is responsible to assist CISI and the bank in achieving their goals.
Qualifications
  • B.S. degree in finance (or a related field)
  • Securities License 7, 66, and VT Life and Health License
  • Proficient reading, writing, grammar and mathematics skills.
  • Excellent interpersonal relations and communication skills.
  • Intermediate Microsoft Word, Excel, and email systems skills.
  • Working knowledge of the policies, procedures, and regulations related to the sale of investment products.
  • Minimum of 5 year industry experience or related field
  • All applicants must be 18 years of age or older

Other Job Information

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Minimum

USD $64,000.00/Yr.
Maximum

USD $108,804.00/Yr.