FINANCIAL ADVISOR
Location: Buffalo New York
Description: Northwest Savings Bank is looking of FINANCIAL ADVISOR right now, this vacancy will be placed in New York. Further informations about this vacancy opportunity please read the description below. This position is responsible for:
 The development of new business on both the financial services and trust platforms
 Retention of existing business
 Initiating contacts for developing and closing new trust business
 Cultivating and maintaining relationships with numerous sources of new business including company officials, life underwriters, attorneys, accountants and social acquaintances
 Conducting securities buying and selling
 Developing and meeting with prospects to explain the company's investment and trust services
 Discussing the advantages! of proper planning and obtaining background information on co! rporate or personal finances, family relationships and employee status
 Maintaining an ongoing relationship with existing customers to retain and develop business
 Developing a high community profile
 Utilizing the Bank office network for referrals and prospects
 Ensuring mailing lists are maintained and participating in marketing initiatives and campaigns
 Conducting educational meetings as required
 Communicating on the development of new business accounts
 Administering certain client accounts as required
 Submitting required reports to Regional Manager in a timely fashion as requested
This position will be housed in our Buffalo Market. Selected candidate must be willing and able to travel throughout market.
4 year business finance / related degree preferred, 6 years relevant experience preferred, team player, excellent organizational and time management skills, ability to analyze financial data, Series! 6 or 7 license / Series 63 and 65 licensed / relevant additional insurance licenses, knowledge of mutual funds, stocks and bonds
Required: New hires must complete and obtain the Series 65 license within six months of hire; incumbents must maintain the Series 65 license throughout their duration in this position.
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If you were eligible to this vacancy, please email us your resume, with salary requirements and a resume to Northwest Savings Bank.
If you interested on this vacancy just click on the Apply button, you will be redirected to the official website
This vacancy starts available on: Mon, 25 Nov 2013 18:41:52 GMT