Financial Consultant

2 days ago

WilkesBarre, United States Community Financial System, Inc. Full time
Overview

At Community Financial System, Inc. (CFSI), 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 CFSI, 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 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 Invest Financial Corporation (the firms 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 PA 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


Other Job Information

Compensation: Commensurate with experience. 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.

  • Patient Financial Counselor

    8 hours ago

    Wilkes-Barre, United States Geisinger Health System Full time

    Job Summary Provides financial counseling either in person or via telephone for all patients for designated areas; admissions-scheduled and/or elective, in/out surgeries and/or outpatient clinical services. Provides coordination and completion of patient billing and collection functions either at the time of the initial interview, prior to the services...

  • Chaplain Associate

    6 days ago

    Wilkes-Barre, Pennsylvania, United States Geisinger Full time

    Empowering Spiritual Growth and Well-beingIn this rewarding role as a Chaplain Associate at Geisinger, you will have the opportunity to make a meaningful impact on the lives of patients, families, and caregivers. Your compassion, empathy, and expertise will be invaluable assets to our team as we strive to deliver exceptional care and support.Key...

  • Senior QA Lead in P&C Insurance

    1 month ago

    Wilkes-Barre, Pennsylvania, United States Sogeti Full time

    We are seeking a seasoned Senior Quality Assurance (QA) Lead to join our team at Sogeti, a global leader in IT consulting and technology services. As a key member of our QA team, you will be responsible for leading the quality assurance efforts for a major client in the Property & Casualty (P&C) insurance industry.This is an excellent opportunity to leverage...

  • Psychiatrist Wanted in Wilkes-Barre Pennsylvania

    1 month ago

    Wilkes-Barre, Pennsylvania, United States Continuum Medical Staffing Full time

    **Job Title:** Psychiatrist Wanted in Wilkes-Barre PennsylvaniaAre you a board-certified psychiatrist looking for a challenging role in a dynamic environment? Do you have a passion for providing high-quality patient care and collaborating with a multidisciplinary team?We are seeking an experienced psychiatry professional to join our esteemed hospital's...

  • Internal Auditor

    11 hours ago

    Wilkes-Barre, United States Berkshire Hathaway GUARD Insurance Companies Full time

    Overview Berkshire Hathaway GUARD Insurance Companies provide Property & Casualty insurance products and services through a nationwide network of independent agents/brokers.  Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett’s Berkshire Hathaway group –...

  • Sr Manager Engineering

    2 months ago

    Wilkes-Barre, United States UGI Utilities, Inc Full time

    Requisition Number: 24611 At UGI Utilities, Inc. we believe in providing a superior range of energy products and services to our customers in a safe, affordable manner. As our energy needs evolve, UGI will be there providing safe and reliable service that brings warmth and comfort to our 750,000 customers in 45 counties in Pennsylvania and 1 county in...

  • RN - Night 12 Hour Shift

    1 month ago

    Wilkes Barre, United States Wellpath Full time

    Compensation Range: $39.15 - $43.5 / hourIf you are interested in applying for this job, please make sure you meet the following requirements as listed below.You Matter:• Make a difference every day in the lives of the underserved• Join a mission driven organization with a people first culture• Excellent career growth opportunitiesJoin us and find a...

  • Nursing Assistant

    3 weeks ago

    Wilkes-Barre, United States Geisinger Full time

    Job Title: Nursing Assistant - No CNA Cert Required - Full Time Evenings (Perioperative Unit)Location: Wilkes-Barre, PennsylvaniaJob Category: Nursing Support Services, Nursing and Nursing SupportSchedule: Evenings Work Type: Full timeDepartment: GWV Perioperative TeamDate Posted: 10/22/2024Job ID: R-68731Job SummaryGeisinger is proud to offer a Nursing...

  • Physician - Gastroenterologist

    3 months ago

    Wilkes-Barre, United States Veterans Affairs, Veterans Health Administration Full time

    Summary This position is eligible for the Education Debt Reduction Program (EDRP), a student loan payment reimbursement program. You must meet specific individual eligibility requirements in accordance with VHA policy and submit your EDRP application within four months of appointment. Program Approval, award amount (up to $200,000) and eligibility period...

  • Nursing Assistant

    4 weeks ago

    Wilkes-Barre, United States Geisinger Health Full time

    Location:Geisinger Wyoming Valley (GWV)Shift:Days (United States of America)Scheduled Weekly Hours:36Worker Type:RegularExemption Status:NoJob Summary:Geisinger is proud to offer a Nursing Assistant a $1500 sign on bonus for eligible candidates, $15.75 minimum hiring rate with increased rates for experienced individuals and up to $3 shift differentials for...

  • Nursing Assistant

    3 months ago

    Wilkes-Barre, United States Geisinger Health Full time

    Location:Geisinger Wyoming Valley (GWV)Shift:Nights (United States of America)Scheduled Weekly Hours:36Worker Type:RegularExemption Status:NoJob Summary:Geisinger is proud to offer a Nursing Assistant a $1500 sign on bonus for eligible candidates, $15.75 minimum hiring rate with increased rates for experienced individuals and up to $3 shift differentials for...

  • Nursing Assistant

    3 weeks ago

    Wilkes-Barre, United States Geisinger Health Full time

    Location:Geisinger Wyoming Valley (GWV)Shift:Nights (United States of America)Scheduled Weekly Hours:36Worker Type:RegularExemption Status:NoJob Summary:Geisinger is proud to offer a Nursing Assistant a $1500 sign on bonus for eligible candidates, $15.75 minimum hiring rate with increased rates for experienced individuals and up to $3 shift differentials for...

  • Nursing Assistant

    1 month ago

    Wilkes-Barre, United States Geisinger Health Full time

    Location:Geisinger Wyoming Valley (GWV)Shift:Nights (United States of America)Scheduled Weekly Hours:36Worker Type:RegularExemption Status:NoJob Summary:Geisinger is proud to offer a Nursing Assistant a $1500 sign on bonus for eligible candidates, $15.75 minimum hiring rate with increased rates for experienced individuals and up to $3 shift differentials for...

  • Nursing Assistant

    4 weeks ago

    Wilkes-Barre, United States Geisinger Health Full time

    Location:Geisinger Wyoming Valley (GWV)Shift:Evenings (United States of America)Scheduled Weekly Hours:36Worker Type:RegularExemption Status:NoJob Summary:Geisinger is proud to offer a Nursing Assistant a $1500 sign on bonus for eligible candidates, $15.75 minimum hiring rate with increased rates for experienced individuals and up to $3 shift differentials...

  • Nursing Assistant

    4 weeks ago

    Wilkes-Barre, United States Geisinger Health Full time

    Location:Geisinger Wyoming Valley (GWV)Shift:Nights (United States of America)Scheduled Weekly Hours:36Worker Type:RegularExemption Status:NoJob Summary:Geisinger is proud to offer a Nursing Assistant a $1500 sign on bonus for eligible candidates, $15.75 minimum hiring rate with increased rates for experienced individuals and up to $3 shift differentials for...

  • Nursing Assistant

    3 weeks ago

    Wilkes-Barre, United States Geisinger Health Full time

    Location:Geisinger Wyoming Valley (GWV)Shift:Days (United States of America)Scheduled Weekly Hours:36Worker Type:RegularExemption Status:NoJob Summary:Geisinger is proud to offer a Nursing Assistant a $1500 sign on bonus for eligible candidates, $15.75 minimum hiring rate with increased rates for experienced individuals and up to $3 shift differentials for...

  • Nursing Assistant

    3 weeks ago

    Wilkes-Barre, United States Geisinger Health Full time

    Location:Geisinger Wyoming Valley (GWV)Shift:Nights (United States of America)Scheduled Weekly Hours:36Worker Type:RegularExemption Status:NoJob Summary:Geisinger is proud to offer a Nursing Assistant a $1500 sign on bonus for eligible candidates, $15.75 minimum hiring rate with increased rates for experienced individuals and up to $3 shift differentials for...

  • Nursing Assistant

    3 weeks ago

    Wilkes-Barre, United States Geisinger Health Full time

    Location:Geisinger Wyoming Valley (GWV)Shift:Evenings (United States of America)Scheduled Weekly Hours:40Worker Type:RegularExemption Status:NoJob Summary:Geisinger is proud to offer a Nursing Assistant a $1500 sign on bonus for eligible candidates, $15.75 minimum hiring rate with increased rates for experienced individuals and up to $3 shift differentials...

  • Nursing Assistant

    3 weeks ago

    Wilkes-Barre, United States Geisinger Health Full time

    Location:Geisinger Wyoming Valley (GWV)Shift:Nights (United States of America)Scheduled Weekly Hours:36Worker Type:RegularExemption Status:NoJob Summary:Geisinger is proud to offer a Nursing Assistant a $1500 sign on bonus for eligible candidates, $15.75 minimum hiring rate with increased rates for experienced individuals and up to $3 shift differentials for...

  • Nursing Assistant

    4 weeks ago

    Wilkes-Barre, United States Geisinger Health Full time

    Location:Geisinger Wyoming Valley (GWV)Shift:Days (United States of America)Scheduled Weekly Hours:36Worker Type:RegularExemption Status:NoJob Summary:Geisinger is proud to offer a Nursing Assistant a $1500 sign on bonus for eligible candidates, $15.75 minimum hiring rate with increased rates for experienced individuals and up to $3 shift differentials for...