Apply on Employer Site

Pioneer · 1 month ago

Wealth Consultant

Albany, NY, US

Full-time

Onsite

Mid Level

$50K/yr - $60K/yr

3+ years exp

Pioneer is a financial services company seeking a Wealth Consultant to meet with clients and assess their financial situations. The role involves presenting tailored financial plans and working with internal resources to help clients achieve their financial goals.

BankingFinancial ServicesInsuranceWealth Management

Responsibilities

Develops and deepens client relationships by recommending/selling, opening, maintaining, servicing, and renewing (if appropriate) all types of deposit services and seeks to convert service discussions to sales opportunities

Delivers personalized investment solutions to help clients work toward their short-term and long-term financial goals

Identifies investment opportunities and recommends/refers investment options and insurance products to meet and/or exceed personal and branch team goals

Takes a lead role in creating the Pioneer client experience with teams in assigned branches; fosters a branch environment conducive to world-class client service and works to increase team referral activities

Develops Centers of Influence and referral sources by creating relationships with outside experts and professionals (for example, CPAs/Attorneys/Real Estate Agents) for the purpose of developing referrals

Maintains current knowledge of Bank products and services

Attends appropriate training and other continuing education to maintain any required licensing credentials or product knowledge

Qualification

New York State LifeHealth Insurance LicenseFINRA Series 7FINRA Series 65Retail banking experienceInvestment product salesMicrosoft Office SuiteClient engagement skills

Required

Has completed New York State Life and Health Insurance License, FINRA Series 7 and Series 65 or 66

Two-year college degree in Business or related field required. Two years of recent retail banking experience will be considered in lieu of degree

Capable of making outbound calls and engaging in client facing activities

Must have access to reliable transportation and maintain a valid driver's license throughout employment

Must be able to travel on short notice to Pioneer Headquarters and other Pioneer offices, and to educational or networking events in the Capital Region

Preferred

Three years' experience selling investment products preferred

Knowledge of Microsoft Office Suite, Teams, and Outlook desirable

Company

Pioneer

Pioneer is a full-service financial institution serving individuals, businesses, and communities with twenty-two locations throughout New York’s Capital Region.

Founded in 1889

Albany, New York, USA

201-500 employees