Talent.com
Community Bank NA
Wealth Planner & Investment AdvisorCommunity Bank NA • Oneonta, NY, United States
No longer accepting applications
Wealth Planner & Investment Advisor

Wealth Planner & Investment Advisor

Community Bank NA • Oneonta, NY, United States
11 days ago
Job type
  • Full-time
Job description

Community Bank, N.A. is seeking a knowledgeable Financial Consultant to join its team in Oneonta, NY. The ideal candidate will play a vital role in helping clients achieve their financial goals through personalized strategies and strong investment recommendations. Responsibilities include assessing financial situations, recommending products, and maintaining long-term client relationships. Candidates should have a Bachelor's degree in a relevant field, 2-5 years of experience in financial advising, and appropriate financial licenses. #J-18808-Ljbffr

Create a job alert for this search

Wealth Planner & Investment Advisor • Oneonta, NY, United States