Wealth Advisor - Webster Bank

Location: On-site at the local Webster Bank branch in New York, NY

Salary: $58,500–$70,000 per year, plus eligible sales incentive compensation.

Company

hirify.global collaborates with banks to provide financial services and investment solutions to their clients.

What you will do

• Provide holistic, needs-based financial advice to retail banking clients and prospective customers.
• Offer diversified brokerage, advisory, investment, and insurance solutions aligned with client objectives.
• Build and manage an assigned book of business while soliciting new and existing investments.
• Partner with Retail Branch Managers and other centers of influence to support referrals and cross-selling.
• Deliver high-quality customer service and maintain ethical, compliant business practices.
• Meet or exceed territory sales goals while following applicable policies, procedures, and regulations.

Requirements

• High school diploma or equivalent; a bachelor's degree is preferred.
• At least two years of investment sales experience, preferably within a financial institution.
• Active state-applicable Life Insurance License.
• Active Series 7 and Series 65 or 66 registrations; Series 63 registration where required by the state of hire.
• Ability to obtain required inactive registrations within the first six months of employment.
• Computer proficiency, including Microsoft Office, PowerPoint, and broker-dealer applications.

Nice to have

• Proven investment-client sales performance and strong sales results.
• Knowledge of bank-based investment markets, investment products, insurance products, and financial planning.

Culture & Benefits

• Client-focused, team-oriented work in a fast-paced environment.
• Strong emphasis on collaboration, creativity, continuous improvement, and attention to detail.
• Opportunity to earn sales incentive compensation in addition to the stated salary range.