Job Detail

Financial Consultant Job Openings by Cornerstone Bank in Sturbridge

Cornerstone Bank Jobs 2020 - Cornerstone Bank give away a chance to fill Financial Consultant that will be placed in Sturbridge.

Cornerstone Bank Job Vacancies 2020

Detail of : Financial Consultant Job Opening in Sturbridge

Position Overview
Exciting opportunity to join a growing Wealth Management Team and an industry leading Broker-Dealer. The role of the Financial Consultant is to establish value-added relationships with bank clients, understand their financial needs, and position appropriate investment solutions. The role does provide referrals from within the financial institutionbut successful candidates must engage in outside prospecting efforts. Full benefits and office space provided. An attractive compensation structure will be based on industry experience.
Responsibilities and Accountabilities
Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to employees and customers.
The needs the Financial Consultant should to be able to meet are:

oGrowing and retaining assets
oRetirement planning
oInvestment strategies
oSmall business retirement plan structures
The business model the consultant should use include:

oLeveraging pipeline of referrals from within the financial institution
oEstablishing relationships with customers and colleagues
oProspecting outside the financial institution to bring in new customer relationships and assets
The Financial Consultant performs duties specific to the position and other functions as assigned.
Attend or complete required BSA/AML training as provided.
Responsible for compliance with BSA policies and procedures including the identification and reporting of suspicious activity, and other BSA job specific duties.

Business related Bachelors Degree
FINRA Series 7, FINRA Series 65, FINRA Series 63
7+ years of documented success in financial services
Must continue to meet eligibility requirements for duration of employment
Must be honest, display a strong work ethic and willingness to work independently and as part of a team

Must fit in with the social and cultural values of the institution
Must have the relevant product knowledge and required skills to execute the LPL business model
Working knowledge of investment products and services
Must be available to travel, as needed

Physical Requirements
The Financial Consultant is in a non-confined office type setting in which he or she is free to move about at will.
The Financial Consultant spends time writing, typing, speaking, listening, carrying, seeing (such as close, color and peripheral vision, depth perception), sitting, pulling, walking, standing, and reaching.
The Financial Consultant may operate any or all of the following: telephone, copy and fax machine, adding machine (calculator), scanner, computer, printers and other equipment as directed.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The Financial Consultant must be adept at reading and understanding documents, detailed work, problem solving, customer contact, reasoning, math, language, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, interruptions.
Performs work independently within scope of established guidelines and practices. Consults with manager where clarification or exception to policy may be required.
NOTE: These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required for this job.
is an Equal Opportunity Employer. In compliance with Equal Opportunity Guidelines and the Americans with Disabilities Act, provides

Should you meet the qualifications required, please register and apply to Cornerstone Bank website with link as follow :

Notes :
  • Application will be treated strictly confidential .
  • Only short-listed candidates will receive responses.

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