Private Wealth Advisor Position Available In Erie, New York

Private Wealth Advisor Private Wealth Advisor
locations
Williamsville, NY
time type
Full time
posted on
Posted Today
job requisition id
JR3529
This job includes a base rate plus commissions.

Total Potential Annual Earnings:

$58,500 – $520,000
Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus on retention and replication of their best clients and makes appropriate referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations.

Education and Experience:

Bachelors Degree or equivalent education and experience
Minimum 3 years investment and insurance sales experience required

Skills and Abilities:

Thorough knowledge of investment and insurance products and applicable securities and insurance rules and regulations
Strong communication and PC skills
No significant compliance issues
Has developed a process for client segmentation Demonstrated team player and high quality service provider
Advanced knowledge of all broker dealer advisory platforms

Unique Job Characteristics and Requirements:

FINRA Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA)

Tasks Performed:

40% Conducts regular client review meetings to uncover additional investment and insurance needs and to develop deeper relationships through financial planning with a focus on retention and replication of their best clients.
20% Develops and executes individual business plan to meet sales goals and maintain minimum assigned levels of production consistent with individual or team goals.
20% Monitors client investment performance versus risk tolerance and makes appropriate recommendations.
10% Interviews and profiles prospects to determine investment and insurance needs, recommends appropriate products/ solutions and makes appropriate referrals to branch or to other business partners.
5% Cultivates and fosters proactive relationships with branch business partners with regular meetings to discuss sales ideas, referral opportunities and results of customer meetings.
5% Other duties as required

Physical Requirements:

Communicate effectively with internal and/or external customers
Stationary 75% of time or greater
Move Objects to Maximum 10 lbs
Benefits for

Full-Time Employees:

Generous Paid Time Off:

At least 22 days annually, prorated in the year of hire.

Parental Leave:

Six weeks of paid leave at 100% of your salary.

Comprehensive Medical Coverage:

Includes employer contributions to HSA for High Deductible Health Plan participants.

Dental and Vision Coverage:

Ensuring your overall health and well-being.

Flexible Spending Accounts:

For healthcare and dependent care expenses.

Employer-Paid Disability Coverage:

Both short-term and long-term, with an option to purchase additional long-term coverage.

Life Insurance:

Employer-paid basic life insurance, with an option to purchase supplemental coverage.

Voluntary Benefits:

Including hospital, accident, and critical illness coverage.

Retirement Plans:

Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.

Adoption Assistance:

Supporting your growing family.

Tuition Reimbursement:

Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources.

Financial and Banking Services:

Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+

Hours/Week:

Medical Coverage:

Includes employer contributions to HSA for High Deductible Health Plan participants.

Generous Parental Leave:

Six weeks of paid leave at 100% of your salary. Benefits for

All Part-Time Employees:

Retirement Plans:

Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future

Paid Sick and Safe Leave:

For your health and safety. Employee Assistance Program (EAP): Access to support and resources.

Financial and Banking Services:

Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor assume sponsorship of an employment Visa at this time. NBT Bank offers a stimulating work environment that recognizes talent and encourages teamwork. Our employees benefit from a total compensation package, including competitive salary, bonuses and a wide range of benefits for eligible employees – like our Tuition Reimbursement Program. Join NBT Bank and build your career through the many growth, learning and collaborative opportunities made available across the company.