Flushing Savings Bank Brooklyn , NY 11201
Posted 1 week ago
Flushing Bank
Financial Consultant
Investment Services
Hiring Rate: $62,400 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
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
Position Overview:
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
EOE, including disability/veterans.
Other details
Pay Type Salary
Hiring Rate $62,400.00
Apply Now
Flushing Savings Bank