Wealth Consultant

Wealth Consultant

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 consultant may also need to keep track of life changing events that could affect a client's financial plan and adjust the plan accordingly. It is important for the consultant to have a deep understanding of financial planning and be able to effectively communicate and work with clients to help them achieve their financial goals.

Key Responsibilities:

• Develops and deepens client relationships by recommending/selling, opening, maintaining, servicing, and renewing (if appropriate) all types of deposit services and seeks to convert service discussions to sales opportunities.
• Delivers personalized investment solutions to help clients work toward their short-term and long-term financial goals.
• Identifies investment opportunities and recommends/refers investment options and insurance products to meet and/or exceed personal and branch team goals.
• Takes a lead role in creating the Pioneer client experience with teams in assigned branches; fosters a branch environment conducive to world-class client service and works to increase team referral activities.
• Develops Centers of Influence and referral sources by creating relationships with outside experts and professionals (for example, CPAs/Attorneys/Real Estate Agents) for the purpose of developing referrals.
• Maintains current knowledge of Bank products and services.
• Attends appropriate training and other continuing education to maintain any required licensing credentials or product knowledge.

Education & Experience:

• Has completed New York State Life and Health Insurance License, FINRA Series 7 and Series 65 or 66.
• Two-year college degree in Business or related field required. Two years of recent retail banking experience will be considered in lieu of degree.
• Three years' experience selling investment products required.
• Capable of making outbound calls and engaging in client facing activities.
• Knowledge of Microsoft Office Suite, Teams, and Outlook desirable.
• Must have access to reliable transportation and maintain a valid driver's license throughout employment. Must be able to travel on short notice to Pioneer Headquarters and other Pioneer offices, and to educational or networking events in the Capital Region.