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Job Description TITLE: Wealth Consultant LOCATION: Various Branches REPORTS TO: Senior Vice President – Wealth Management CLASSIFICATION: Full Time, Base + Commission BASE SALARY: $50,000 - $60,000 annually AVAILABILITY: Monday- Friday 8:30am-5:00pm Position Summary: Responsible for meeting with clients to assess their financial situation, presenting financial plans that include both short-term and long-term goals, and tailoring specific plans to assist clients in achieving their individual goals. The Wealth Consultant will also be responsible for working with internal resources such as Retail Banking, Commercial/Business Banking, Employee Benefits and Insurance to help clients meet their financial goals. In addition to these responsibilities, the consultant may also need to keep track of life changing events that could affect a client's financial plan and adjust the plan accordingly. It is important for the consultant to have a deep understanding of financial planning and be able to effectively communicate and work with clients to help them achieve their financial goals. Key Responsibilities: • Develops and deepens client relationships by recommending/selling, opening, maintaining, servicing, and renewing (if appropriate) all types of deposit services and seeks to convert service discussions to sales opportunities., • Delivers personalized investment solutions to help clients work toward their short-term and long-term financial goals., • Identifies investment opportunities and recommends/refers investment options and insurance products to meet and/or exceed personal and branch team goals., • Takes a lead role in creating the Pioneer client experience with teams in assigned branches; fosters a branch environment conducive to world-class client service and works to increase team referral activities., • Develops Centers of Influence and referral sources by creating relationships with outside experts and professionals (for example, CPAs/Attorneys/Real Estate Agents) for the purpose of developing referrals., • Maintains current knowledge of Bank products and services., • Attends appropriate training and other continuing education to maintain any required licensing credentials or product knowledge. Education & Experience: • Has completed New York State Life and Health Insurance License, FINRA Series 7 and Series 65 or 66., • Two-year college degree in Business or related field required. Two years of recent retail banking experience will be considered in lieu of degree., • Three years’ experience selling investment products required., • Capable of making outbound calls and engaging in client facing activities., • Knowledge of Microsoft Office Suite, Teams, and Outlook desirable., • Must have access to reliable transportation and maintain a valid driver's license throughout employment. Must be able to travel on short notice to Pioneer Headquarters and other Pioneer offices, and to educational or networking events in the Capital Region. As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant’s race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

Executive Director, Private Credit Solutions Group Investment Specialist Team.Private Wealth Alternatives in the U.T market and represents an enormous opportunity for J.Morgan Asset Management (JPMAM).As a leading Alternatives institutional manager (over $500B AUM globally across real estate, infras

As a Risk Management - Wealth Management Investment Risk Associate within the Wealth Management team, you will oversee the risk management of Managed Strategies across the Private Bank and Consumer Bank sectors. Identify risk issues in the business and assess risk in investment activities, recommend

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Collaborate with a global cross functional team in building customer-centric products.Analyze existing software to identify areas of improvement and provide estimates for implementing new features.Follow standard software development guidelines and best practices.Create and maintain test plans, docu

Job Title: Administrative Assistant (Asset & Wealth Management).

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Award winning mentorship and training programs that support your move into sales leadership and wealth management.

Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill Wealth Management is a leading provider of com

At Goldman Sachs Wealth Management, we empower clients globally to achieve their financial aspirations.

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Assists Wealth Advisors with compliance requirements. Answers and screens Wealth Advisors' telephone calls and arranges conference calls. Coordinates Wealth Advisors' schedules and makes appointments.

Morgan Wealth Management & Investment Solutions (WMIS) is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to High and Ultra High Net Worth (H/UHNW) individuals and families around the world. WMIS is involved with every facet of wealth ma

As a Wealth Advisor, you'll be part of a team of specialists assisting clients with wealth management, including tax and estate planning guidance. Assist Nordic clients in developing family wealth, business, and family governance strategies. Provide guidance on effective structures to accommodate th

Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens Wealth

This role involves providing tailored wealth management solutions, developing family governance strategies, and assisting with tax and estate planning. A leading financial services firm is seeking a Wealth Advisor to serve UHNW clients in the Nordic region.

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. Goldman Sachs Family Office (GSFO) works in coordination with Private Wealth

Associate, Individual Tax Specialist.Join Goldman Sachs' esteemed Tax Policy & Research (TP&R) Group as an Associate, Individual Tax Specialist, where you will be at the forefront of delivering sophisticated tax counsel to ultra-high-net-worth individuals.This pivotal role offers a unique opportunit

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Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Background in fi

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. Goldman Sachs Family Office (GSFO) works in coordination with Private Wealth

Settlement Officer VP In Wealth Management Solutions, Trust & Estates. Morgan Asset & Wealth Management, with client assets of $2. As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the administration of the trust.

The Wealth Strategies Group Client Support Analyst works conversationally with our clients to answer questions and assist clients with the underwriting process of insurance products. Wealth Strategies Group Client Support Analyst. The Wealth Strategies Group Client Support Analyst serves Ayco client

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