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Private Wealth Advisor

Company: NBT Bank
Location: Manchester
Posted on: November 21, 2022

Job Description:

Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus on retention and replication of their best clients and makes appropriate referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations.

Education and Experience:

  • Bachelors Degree or equivalent education and experience
  • Minimum 3 years investment and insurance sales experience required

    Skills and Abilities:

    • Thorough knowledge of investment and insurance products and applicable securities and insurance rules and regulations
    • Strong communication and PC skills
    • No significant compliance issues
    • Has developed a process for client segmentation
    • Demonstrated team player and high quality service provider
    • Advanced knowledge of all broker dealer advisory platforms

      Unique Job Characteristics and Requirements:

      FINRA Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA)

Keywords: NBT Bank, Manchester , Private Wealth Advisor, Other , Manchester, New Hampshire

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