Financial Solutions Advisor – Upstate New York Market

This Financial Solutions Advisor role with Upstate New York Market is focused on recommends banking and investments strategies that align with client financial goals and needs. It would suit someone who can bring handling account-by-account responsibilities with consistency and care to the role.

Why this role may suit you

Recommends banking and investments strategies that align with client financial goals and needs. Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.

The working style that fits

Handling account-by-account responsibilities with consistency and care. Strong professional approach.

What you need

• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Communicates effectively and confidently and is comfortable engaging all clients.

Practical information

• US - NY - Depew - 600 Dick Rd - DICK URBAN BC (NY7108), US - NY - Niagara Falls - 1263 N Military Rd - LASALLE BC (NY7125), US - NY - Rochester - 1400 Mount Hope Ave - Mt.
• Pay range$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible.
• Hope (NY7212), US - NY - Rochester - 2830 Monroe Ave - CLOVER MONROE BC (NY7143), US - NY - West Seneca - 4049 Seneca St - WEST SENECA BC (NY7120), US - NY - Williamsville - 7864 T.
• Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions.

Job details

• Benefits mentioned: Training