Full Time
Sales
Albany, NY, US

Salary Range: $50,000.00 To $60,000.00 Annually


TITLE: Wealth Consultant

LOCATION: Various Branches

REPORTS TO: Senior Vice President – Wealth Management

CLASSIFICATION: Full Time, Base + Commission

BASE SALARY: $50,000 - $60,000 annually

AVAILABILITY: Monday- Friday 8:30am-5:00pm


Position Summary:

Responsible for meeting with clients to assess their financial situation, presenting financial plans that include both short-term and long-term goals, and tailoring specific plans to assist clients in achieving their individual goals. The Wealth Consultant will also be responsible for working with internal resources such as Retail Banking, Commercial/Business Banking, Employee Benefits and Insurance to help clients meet their financial goals. In addition to these responsibilities, the ...