Financial Consultant
Company: Citizens & Northern Bank
Location: Hornell
Posted on: June 24, 2022
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Job Description:
Financial ConsultantUS-NY-HornellJob ID: 2022-1934Type:
Full-Time# of Openings: 1Category: CNFSHornellOverviewWe are
looking for a Financial Consultant to fill an immediate opening in
Hornell, NY. As a Financial Consultant, you will be responsible for
the development of new business of regional Trust, Brokerage and
Insurance activities and promotes financial services. The Financial
Consultant assumes responsibility for ensuring the optimum
efficiency and effectiveness of account and investment
administration when applicable.Responsibilities1. Financial
Consultant identifies, develops, manages and nurtures relationships
with clients, financial services prospects, branch offices and
centers of influence to promote financial services and products. 2.
Reviews administrative and investment matters. 3. Training and
Education. 4. Customer Service - exemplifies C&N's Customer
Service Standards. PM18QualificationsEducation: Bachelor's degree
(B. A.) from four-year college or university or equivalent in a
related field. Experience: 1-3 years of previous related experience
and/or training.or Equivalent combination of education and
experience. Certifications required within 6 months of employment:
Series 63 and Series 7 Certifications required within 1 year of
employment: Series 65 (or equivalent) and PA Life and Health
insurance licensePI183090331
Keywords: Citizens & Northern Bank, Rochester , Financial Consultant, Accounting, Auditing , Hornell, New York
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