Financial Consultant Job at NBT Bancorp, Plattsburgh, NY

  • NBT Bancorp
  • Plattsburgh, NY

Job Description

Job Summary

This role offers a base rate plus commissions, with total potential annual earnings ranging from $52,000 to $210,000. The incumbent will interview and profile customers or prospects to determine investment and insurance needs, recommend appropriate products, and make referrals to branch teams or other regional Market Group members. The position involves monitoring client investment performance, meeting regularly with assigned branches, and providing sales ideas, referral opportunities, and insight on the investment climate.

Responsibilities
  • 50% – Interview and profile customers or prospects to determine investment and insurance needs, recommend appropriate products, and make appropriate referrals to branch or other members of the regional market team.
  • 20% – Develop and execute an individual business plan to meet sales goals and maintain a minimum assigned level of production consistent with individual or team objectives.
  • 15% – Monitor client investment performance and make appropriate recommendations.
  • 10% – Cultivate and foster proactive relationships with staff of assigned branches, holding regular meetings to discuss sales ideas, referral opportunities, results of customer meetings, and promotional campaigns.
  • 5% – Other duties as required.
Required Qualifications

Bachelor's Degree or equivalent education and experience. Minimum 2–3 years of investment and insurance sales experience required.

Skills and Abilities
  • Thorough knowledge of investment and insurance products, as well as applicable securities and insurance rules and regulations.
  • Strong communication and PC skills.
  • Unblemished compliance record.
  • Demonstrated team player and high‑quality service provider.
Licenses

NASD Series6 and Life License required. Series7 preferred. If not Series7 licensed, the employee will be required to obtain the license within 90 days.

Physical Requirements
  • Communicate effectively with internal and/or external customers.
  • Stationary 75% of the time or greater.
  • Move objects up to 10 lbs.
Benefits Overview

Full‑time employees receive a comprehensive benefits package including paid time off, parental leave, medical, dental, and vision coverage, flexible spending accounts, disability coverage, life insurance, voluntary benefits, retirement plans (401(k) with employer match and optional Roth 401(k)), adoption assistance, tuition reimbursement, employee assistance program, pet insurance, and various banking and financial planning services.

Employee Support and Culture

NBT promotes a supportive culture that values well‑being, community involvement, diversity, and career development. Employees can access wellness initiatives, flexible work arrangements, volunteer opportunities, leadership support, and development programs.

Equal Employment Opportunity

NBT Bank is an equal‑opportunity employer that fully supports a diverse environment. The company does not discriminate against any applicant or employee because of race, color, religion, sex, national origin, age, disability, sexual orientation, marital status, veteran status, or any other class protected by federal, state, or local law. This policy applies to all terms of employment and includes protection under the Family Medical Leave Act, the Employee Polygraph Protection Act, and other applicable statutes.

Application Requirements

Applicants must be authorized to work in the United States and are not eligible for visa sponsorship at this time.

#J-18808-Ljbffr

Job Tags

Base plus commission, Full time, Local area, Flexible hours

Similar Jobs

Henry Ford Health

Registered Nurse - Outpatient Infusion Center Job at Henry Ford Health

 ...holiday and one summer holiday (7:30 AM to 12:30 PM). The Outpatient Infusion Center provides specialized care to a diverse...  ..., and other non-chemotherapy infusion services. The clinic is primarily nurse-managed, with front desk staff supporting patient scheduling... 

Total Energy Solutions

Outside Sales Representative Job at Total Energy Solutions

 ...Outside Sales Representative Power Generation Total Energy Solutions (TES) is seeking an experienced Outside Sales Representative to support customers throughout Baton Rouge, Geismar/Gonzales, New Orleans, the River Parishes, and surrounding South Louisiana markets... 

Windrose Surveying & Land Services LLC

Construction Survey CAD Technician Job at Windrose Surveying & Land Services LLC

Description: Construction Survey CAD Technician Construction Land Surveying Exacta, dba WINDROSE, is one of the nations premier residential and commercial land surveying companies. Exacta provides services in Ohio, Illinois, Maryland, Virginia, Florida, and Texas... 

The Walt Disney Company

Area Mechanic - Electrician, Walt Disney World Job at The Walt Disney Company

 ...At Disney, were storytellers. We make the impossible possible. We do this through utilizing and developing cutting-edge technology and pushing the envelope to bring stories to life through our movies, products, interactive games, parks and resorts, and media networks... 

Challenger Family Dental

Associate Dentist Job at Challenger Family Dental

 ...Professional Growth: Work in a modern clinic with opportunities to refine your skills and gain invaluable experience. Title Associate Dentist Job Description Key Responsibilities: Perform high-quality dental treatments with precision and care. Conduct...