ERIEBANK ยท 6 days ago
ERIEBANK, Wealth Partner Associate
Erie,PA,US
Full-time
Onsite
New Grad, Entry LevelERIEBANK is dedicated to providing outstanding personalized financial services. The Wealth Partner Associate will collaborate with the Wealth Partner Officer to identify sales opportunities and nurture relationships with clients while assisting in the implementation of financial plans.
BankingFinanceFinancial Services
Responsibilities
Collaborate with Wealth Partner Officer to identify sales opportunities
Nurture relationships with current customers of the Wealth Partner
Perform accurate reviews and research on customer accounts
Assist Wealth Partner with implementing plans for customers and prospects
Prospect new business within the branch network
Qualification
Required
4-year degree in related field or equivalent combination of education and/or experience
Ability to read, comprehend, and interpret documents
Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization
Ability to communicate to clients directly and effectively
Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use
Prior experience or the ability to learn core systems, specifically MS Word, Excel and Power Point
Ability to add, subtract, multiply, and divide in all units of measure
Ability to compute rate, ratio, and percent and to draw and interpret bar graphs
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form
Ability to solve challenging problems involving several variables in a standardized situation
Obtain SIE, Series 7, 66 and State Life, Accident and Health insurance exams within 6 months
Must receive a 3.5 or higher on annual review to be considered for a Wealth Partner position
Preferred
FINRA Series 7 and 66 licenses plus State Life & Health license are preferred and may be required within 180 days
Benefits
Medical, Dental, Vision & Life Insurance
401K with company match
Paid Time Off & Recognized Holidays
Leave policies
Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
Employee Assistance Program
Employee Health & Wellness Program
Special Loan and Deposit Rates
Gradifi Student Loan Paydown Plan
Rewards & Recognition Programs and much more!
Company
ERIEBANK
ErieBank provides personal loans, home loans, and personal and business banking services.
Founded in 2005
501-1000 employees
Funding
Current Stage
Late StageRecent News
Business Journals
2022-12-04
Company data provided by crunchbase