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Financial Consultant

Posted on Apr 23, 2020 by Citizens & Northern Bank

Wellsboro, PA 16901
Other
Immediate Start
Annual Salary
Full-Time

Financial Consultant

US-PA-Wellsboro

Job ID: 2
Type: Full-Time
# of Openings: 1
Category: CNFS
Wellsboro

Overview

We are looking for a Financial Consultant to fill an immediate opening in Wellsboro, PA. As a Financial Consultant, you will be responsible for the development of new business of regional Trust, Brokerage and Insurance activities and promotes financial services. The Financial Consultant assumes responsibility for ensuring the optimum efficiency and effectiveness of account and investment administration when applicable.



Responsibilities

1. Financial Consultant identifies, develops, manages and nurtures relationships with clients, financial services prospects, branch offices and centers of influence to promote financial services and products.

2. Reviews administrative and investment matters.

3. Training and Education.

4. Customer Service - exemplifies Citizens & Northern's Customer Service Standards.

PM18



Qualifications

Education: Bachelor's degree (B. A.) from four-year college or university or equivalent in a related field.

Experience: 1-3 years of previous related experience and/or training.

or

Equivalent combination of education and experience.

Certifications required within 6 months of employment: Series 63 and Series 7

Certifications required within 1 year of employment: Series 65 (or equivalent) and PA Life and Health insurance license

Reference: 882532847

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