Financial Consultant - NBT Bank
Core
Financial Consultant providing investment solutions to bank clients via NBT Bank's Investment Program.
Role type
Independent contractor financial advisor
Builds
Client investment portfolios and financial solutions
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance
Preferred skills
Series 7, Series 66 (63/65), Insurance license
Technologies
LPL proprietary technology, open architecture platform
Responsibilities
Build client base, create client solutions, find new clients via bank referrals, grow business
Seniority
Mid-level, sales-driven