Financial Consultant - NBT Bank

Location: Scranton, Pennsylvania, United States

Salary: $60,000–$300,000 per year, plus eligible sales incentive compensation.

Company

hirify.global partners with banks to provide investment and insurance services to bank clients; this role is employed by NBT Bank and associated with hirify.global.

What you will do

• Build and grow a client base through NBT Bank’s referral system and existing client relationships.
• Identify new client opportunities through the bank’s customer base.
• Provide investment and insurance solutions tailored to clients’ financial goals.
• Use hirify.global’s technology, tools, and support resources to develop the investment program.
• Offer access to a broad range of third-party investment products through an open-architecture platform.

Requirements

• Series 7 and Series 66 licenses required; Series 63/65 accepted as applicable.
• Insurance license required.
• Three or more years of investment sales experience.

Culture & Benefits

• Access to proprietary technology and customized services.
• Open-architecture platform with thousands of investment products from third-party sponsors.
• Resources and expertise to support client solution development.
• Freedom to create solutions specific to client goals.
• Employment is with NBT Bank; hirify.global holds the securities and insurance licenses in accordance with regulatory requirements.