Wealth Management Advisor

Branch Banking Client Consultant II-Licensed

Location: Smithtown, NY 11787

The Branch Banking Client Consultant II-Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.

Pay Range: $16.28 - $25.06

Job Responsibilities:

• Support team efforts to achieve growth targets in financial performance and primary client acquisition.
• Provide positive client experience by assisting with account questions, problems and/or complaints.
• Execute all sales, service, and banking transactions accurately and compliantly.
• Perform more moderately complex special projects.
• Consistently adhere to regulatory and compliance policies.
• Attain sales and referral goals through preset appointments and quality conversations.
• Engage in discovery-based conversations and provide customized financial advice.

Job Requirements:

• Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
• Minimum experience required: 4 5 years customer service and sales experience, (including in the financial Services industry)
• Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
• Ability to train and mentor others, including products and platform procedures
• Life and Health Insurance Licenses (required within the first 90 days in role)
• FINRA Security Industry Essentials (SIE) (required within 90 days of passing the Life and Health Insurance exam)
• FINRA License Series 6 (required within 90 days of passing Security Industry Essentials exam)
• FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam)
• Experience in financial services industry, preferred.
• Experience with using and demonstrating digital products and self-service technologies, preferred

Flagstar is an Equal Opportunity Employer

We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program.