What are the responsibilities and job description for the Financial Consultant - Investment Services position at Flushing Bank?
Flushing Bank – Financial Consultant – Investment Services
Hiring Rate: $64,350 base plus Commission
Serving Others is Our Passion: As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island.
WE can offer YOU: Medical, Dental, & Vision Insurance, Short Term & Long Term Disability, Group Term Life, 401K Plus Employer Match, Paid Time Off, 11 Paid Holidays, Employee Referral Program, generous Incentive Programs, Volunteer Opportunities, and a Supportive Environment Focused on Learning and Advancement.
We are seeking a motivated & ambitious Financial Consultant to join our team!
The Financial Consultant strives to understand their client’s goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives.
Strong communication skills and the ability to operate in a team setting are a must.
Requirements:
Provide sound financial advice to customers by evaluating their financial condition, needs and future goals. Must keep abreast of procedures and maintains a current knowledge of products and services offered. Must meet sales goals as established by management.
Responsibilities:
Hiring Rate: $64,350 base plus Commission
Serving Others is Our Passion: As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island.
WE can offer YOU: Medical, Dental, & Vision Insurance, Short Term & Long Term Disability, Group Term Life, 401K Plus Employer Match, Paid Time Off, 11 Paid Holidays, Employee Referral Program, generous Incentive Programs, Volunteer Opportunities, and a Supportive Environment Focused on Learning and Advancement.
We are seeking a motivated & ambitious Financial Consultant to join our team!
The Financial Consultant strives to understand their client’s goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives.
Strong communication skills and the ability to operate in a team setting are a must.
Requirements:
- NASD Licenses (ex: series 7, 63 and 65 or 66)
- New York State Insurance License
- High School Diploma/G.E.D - Bachelors Degree preferred
- NASD/FINRA background record check – Satisfactory
- 2 or more years of Banking or Brokerage industry experience preferred
- Certified Financial Planner (CFP) designation desired
- Must be able to adapt to working in multiple locations
Provide sound financial advice to customers by evaluating their financial condition, needs and future goals. Must keep abreast of procedures and maintains a current knowledge of products and services offered. Must meet sales goals as established by management.
Responsibilities:
- Develop sales leads through prospecting and branch interaction
- Coach and mentor branch staff on sales techniques
- Profile customers and prospects and assess their financial needs
- Make suitable recommendations
- Expand customer and industry relationships through networking events and opportunities
- Refer back to Bank staff
- All other duties as assigned