BankOnBuffalo, Wealth Partner

Description

Wealth Partners are dedicated to providing outstanding personalized service to their clients through the bank's premiere financial services. They cater to the customer with a focus on growing and protecting the client's assets and seek to make a positive impact on the communities in which they live and work.

Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.

KEY RESPONSIBILITIES

• Provide solutions across a diverse product set to help meet customers' goals.
• Collaborate with business partners to generate referrals for wealth opportunities
• Generate recurring fee and commission relationships to achieve revenue targets
• Adhere to the complexity of FINRA guidelines and bank compliance

ATTITUDES

Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:

• Respect- Show respect and be kind to coworkers and customers.
• Client Focus- Be available, be on time and be attentive.
• Inclusion- Be welcoming and support others.

BEHAVIORS

Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:

• Leadership- Lead by example and encourage others to find their "why"
• Integrity- Be honest and true to your word
• Collaboration- Always strive to work with partners across all lines of business
• Volunteerism- Give back to your community

COMPETENCIES

Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:

• Accountability- Responsible for one's own actions and strive to hitting goals
• Innovation- Ability to learn and adopt new/changing technology
• Professionalism- Maintain a level of professionalism in all interactions

SUPERVISORY RESPONSIBILITIES (if applicable)

Supervisor drives strategic success from encouraging transparency, maintaining a focus on shared organizational goals, and making time for professional development. Supervisors are expected to hold regular one-on-ones with direct reports to provide them with an invaluable chance to align goals, offer guidance, and foster growth within their teams.

EXPECTATIONS

• Track record of business development and client acquisition
• Level of understanding of investment statements, including annuities and alternative products
• Familiarity with FINRA and state requirements
• Client Relationship Development

SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES

Actively participate in expanding skill set by attending training programs, workshops, certifications, and educational resources relevant to the role. This includes keeping up on industry trends, CE's required by regulatory agencies and expanding knowledge of products and services offered.

Requirements

QUALIFICATIONS, EDUCATION, & EXPERIENCE

To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below: 4-year degree in related field. Minimum of 5 years' experience in Wealth Management, in a financial institution preferred. Prior sales and new business development experience required. Proven experience advising clients on investments, pre- and post-retirement planning, education planning and financial planning. FINRA Series 7, 63, 66 and NY Life & Health license are preferred, but not required. A background screening will be conducted.

• LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
• TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn excel, power point and any other computer program pertinent to performing the job duties.
• MATHEMATICAL SKILLS: Ability to apply concepts such as fractions, percentages, rations and proportions to practice situations. Ability to compute rate of return and to interpret performance metrics.
• REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
• PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. May be required to lift 30 pounds in weight. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.

BENEFITS

• Medical, Dental, Vision & Life Insurance
• 401K with company match
• Paid Time Off & Recognized Holidays
• Leave policies
• Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
• Employee Assistance Program
• Employee Health & Wellness Program
• Special Loan and Deposit Rates
• Gradifi Student Loan Paydown Plan
• Rewards & Recognition Programs and much more!

Eligibility requirements apply.

BankOnBuffalo is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.

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