Financial Consultant

Employer: Citizens
Posted: 30-06-2020

Job Detail

Category: Finance
Location: Wellsboro, PA

Job Description

We are looking for a Financial Consultant to fill an immediate opening in Wellsboro, PA. As a Financial Consultant, you will be responsible for the development of new business of regional Trust, Brokerage and Insurance activities and promotes financial services. The Financial Consultant assumes responsibility for ensuring the optimum efficiency and effectiveness of account and investment administration when applicable.

Qualifications

Education: Bachelor's degree (B. A.) from four-year college or university or equivalent in a related field.

Experience: 1-3 years of previous related experience and/or training.

or

Equivalent combination of education and experience.

Certifications required within 6 months of employment: Series 63 and Series 7

Certifications required within 1 year of employment: Series 65 (or equivalent) and PA Life and Health insurance license

Responsibilities

  1. Financial Consultant identifies, develops, manages and nurtures relationships with clients, financial services prospects, branch offices and centers of influence to promote financial services and products.

  2. Reviews administrative and investment matters.

  3. Training and Education.

  4. Customer Service – exemplifies Citizens & Northern's Customer Service Standards.