Private Wealth Advisor

Investment And Insurance Sales Representative

This job includes a base rate plus commissions. Total Potential Annual Earnings : $60,450 - $520,000. Interviews and profiles customers / prospects to determine investment and insurance needs, recommends appropriate products / solutions with a focus on retention and replication of their best clients and makes appropriate referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations.

Education And Experience :

• Bachelors Degree or equivalent education and experience
• Minimum 3 years investment and insurance sales experience required

Skills And Abilities :

Unique Job Characteristics And Requirements :

FINRA Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA)

Tasks Performed :

Physical Requirements :

Why Work At NBT

At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community because your success drives our success.

Wellbeing

At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.

Community Involvement

NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.

Culture

NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.

Career Development

Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.

Total Rewards

NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives ensuring you feel valued every step of the way.

Business Stability

NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.

Benefits For Full-Time Employees

Benefits For Part-Time Employees Working 20+ Hours / Week

Benefits For All Part-Time Employees