BankOnBuffalo, Wealth Partner

CNB Financial Corporation•City of Niagara Falls, NY

21h•Onsite

About The Position

Wealth Partners are dedicated to providing outstanding personalized service to their clients through the bank’s premiere financial services. They cater to the customer with a focus on growing and protecting the client’s assets and seek to make a positive impact on the communities in which they live and work.

Requirements

4-year degree in related field.
Minimum of 5 years’ experience in Wealth Management, in a financial institution preferred.
Prior sales and new business development experience required.
Proven experience advising clients on investments, pre- and post-retirement planning, education planning and financial planning.
Ability to read, comprehend, and interpret documents.
Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization.
Ability to communicate to clients directly and effectively.
Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use.
Prior experience or the ability to learn excel, power point and any other computer program pertinent to performing the job duties.
Ability to apply concepts such as fractions, percentages, rations and proportions to practice situations.
Ability to compute rate of return and to interpret performance metrics.
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
Ability to solve challenging problems involving several variables in a standardized situation.
May be required to lift 30 pounds in weight.
Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.

Nice To Haves

FINRA Series 7, 63, 66 and NY Life & Health license are preferred, but not required.
A background screening will be conducted.

Responsibilities

Provide solutions across a diverse product set to help meet customers’ goals.
Collaborate with business partners to generate referrals for wealth opportunities
Generate recurring fee and commission relationships to achieve revenue targets
Adhere to the complexity of FINRA guidelines and bank compliance

Benefits

Medical, Dental, Vision & Life Insurance
401K with company match
Paid Time Off & Recognized Holidays
Leave policies
Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
Employee Assistance Program
Employee Health & Wellness Program
Special Loan and Deposit Rates
Gradifi Student Loan Paydown Plan
Rewards & Recognition Programs and much more!