Wealth Advisor - Dime Community Bank (Financial Services)

Location: On-site at a local Dime Community Bank branch in Queens, New York, United States

Salary: $66,300–$70,000 per year, plus eligible sales incentive compensation

Company

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

What you will do

• Provide consultative, holistic financial advice to retail banking clients and prospective customers.
• Recommend diversified brokerage, advisory, investment, and insurance solutions based on individual needs and objectives.
• Build and manage relationships with branch managers, branch staff, and other referral partners.
• Support branch referral efforts, cross-selling opportunities, and referrals back to the bank where appropriate.
• Deliver a high-quality customer experience while meeting or exceeding territory sales goals.
• Follow broker-dealer, regulatory, institutional, and product compliance requirements.

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, Series 7, Series 63 where required, and Series 65 or 66 registration.
• Any required inactive Series 65 or 66 registration must be obtained within the first six months of hire.
• Computer proficiency with Microsoft Office, including PowerPoint, and broker-dealer applications.
• Strong communication, organization, research, analysis, customer service, and independent-work skills.

Nice to have

• Demonstrated success selling products and services to investment clients.
• Knowledge of client and partner needs in the bank-based investment market.
• Strong knowledge of investment, insurance, and financial planning products.

Culture & Benefits

• Fast-paced, client-focused, team-oriented work environment.
• Emphasis on collaboration, creativity, and continuous improvement.
• Opportunity to earn sales incentive compensation in addition to the base salary.