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Camden National Bank · 3 months ago

Camden Financial Consultants Associate Consultant

Berlin, NH

Full-time

Onsite

Senior Level

5+ years exp

Camden National Bank is a community bank committed to excellent customer service and giving back to the community. They are seeking an Associate Consultant for Camden Financial Consultants, responsible for selling investment management and financial planning services, developing new business, and maintaining a network of referral sources.

Banking

Growth Opportunities

Responsibilities

Sell investment management and other Company products and services to prospects in a designated region under an assigned sales goal, with an increasing emphasis on developing outside referral sources

Develop new investment management and financial planning business through internal referrals and actively developing and following up on outside referral sources

Make prospect visits, develop knowledge of prospect financial situations, propose solutions and close sales

Provide information to answer questions involving estate, tax and retirement planning based on extensive personal knowledge of financial advisory, portfolio management, retirement plan, tax and other areas

Maintain network of inside and outside referral sources for new business. Ensure work is in compliance with applicable laws, regulations and guidelines, as detailed in policies located on Company intranet; policies include, but are not limited; to Fair Lending, Know Your Customer, Bank Secrecy Act and other applicable anti-money-laundering policies

Qualification

Series 7 licenseSeries 63 licenseLifeHealth licenseFinancial sales experienceFinancial management knowledgeInvestment knowledgeRetirement planning knowledgeSales skillsPublic speakingComputer skillsCommunication skills

Required

Bachelor's degree (B. A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience

Five to seven years of financial sales experience

Thorough knowledge of financial management, investments, and retirement plans required for retirement plan group

Outstanding sales skills

Proven history of profitably attracting new clients

Excellent written and verbal communication skills including top-notch public speaking expertise

Strong computer skills

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations

Ability to write reports, business correspondence, and procedure manuals

Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public

NASD Series 7 and 63 licenses are required

State of New Hampshire Life and Health license

Preferred

Series 7 and 63 license and the New Hampshire State Life and Health license are preferred to have at the time of application

Benefits

Robust medical, dental, and vision insurance packages

Generous time off, including paid federal holidays and paid day off for your birthday

401(k) retirement savings plan

Tuition reimbursement, professional development, and career growth opportunities

Employee assistance program

Comprehensive wellness program

Company

Camden National Bank

Camden National Bank is a full-service community bank offering the latest digital banking, complemented by award-winning, personalized service through a network of 73 banking centers throughout New Hampshire and Maine.

Founded in 1975

Camden, Maine, USA

501-1000 employees