Pioneer Bank
Wealth Consultant
Job Description
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 ...
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 ...