OTHER

FEED

UNKNOWN

Responsibilities: We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution. Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance.

YEAR

Overview:
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Responsibilities:
We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution. The ideal candidate will play a key role in helping individuals and businesses achieve their financial goals through personalized investment strategies, retirement planning, and holistic financial solutions. This position requires a deep understanding of financial markets, strong interpersonal skills, and a commitment to ethical financial guidance. Key Responsibilities:<ul><li>Consult with clients to assess their financial situations and develop customized financial plans</li><li>Recommend a mix of investment, insurance, retirement, and banking products that align with clients' goals and risk tolerance</li><li>Conduct regular portfolio reviews and adjust strategies based on market conditions and client life changes</li><li>Stay informed about economic trends, financial markets, and regulatory changes to provide informed advice</li><li>Cultivate long-term client relationships based on trust, transparency, and results</li><li>Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance</li><li>Adhere strictly to industry regulations and internal policies, maintaining documentation and compliance standards</li><li>Meet or exceed individual performance metrics including asset growth, client acquisition, and retention targets</li><li>Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.</li></ul> 

Qualifications:
Education, Training and Requirements:<ul><li>Bachelor's degree in Finance, Economics, Business, or a related field (MBA or CFA designation a plus)</li><li>Appropriate financial licenses required (e.g., FINRA Series 7, 63/65 or 66; CFP preferred), Life, Accident and Health Insurance</li><li>Strong knowledge of investment strategies, retirement planning, tax implications, and insurance products</li><li>Exceptional communication and interpersonal skills</li><li>Proven track record of building and managing client relationships </li><li>Team player with the ability to collaborate with others</li><li>Proficient in financial planning software and CRM systems</li><li>All applicants must be 18 years of age or older</li></ul>Preferred Skills:<ul><li>Experience with mass affluent, high-net-worth and commercial clients</li><li>Strong analytical thinking and decision-making skills</li><li>Bilingual or multilingual proficiency is a plus</li><li>Familiarity with digital advisory platforms and financial technology tools</li><li>High level of emotional intelligence, empathy, and professionalism</li><li>Expert knowledge of basic personal computer, MS Office (e.g., Word, Excel, PowerPoint) and internet applications</li><li>Comfortable working in a fast-paced, technology-driven environment</li><li>Detail oriented with superior organizational skills and ability to prioritize</li></ul>Experience: <ul><li>2–5 years of experience in financial advising, wealth management, or investment consulting</li></ul> 

Min:
USD $66,000.00/Yr.

Max:
USD $108,804.00/Yr.

Other Job Information:
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on! Physical Requirements:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus. The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law. The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Community Financial System, Inc.

Financial Consultant

Analysis Skills

Banking Services

Business Administration

Chartered Financial Analyst (CFA)

Commercial Banking

Community Banking

Compensation and Benefits

Consulting

Customer Acquisition

Customer Relations

Customer Relationship Management (CRM)

Customer Relationship Management (CRM) Systems

Customer Retention/Renewal

Detail Oriented

Documentation Standards

Economics

Establish Priorities

Finance

Finance Software

Financial Analysis

Financial Planning

Financial Regulations

Financial Services

Financial Systems

Financial Trend Analysis

Health Insurance

High Net Worth

Insurance

Internet Application

Interpersonal Skills

Investment Management

Investment Services

Investment Strategy

Lift/Move 25 Pounds

Maintain Compliance

Market Trend Analysis

Microsoft Excel

Microsoft Office

Microsoft PowerPoint

Microsoft Word

Multilingual

Organizational Skills

PC (Personal Computer) Systems

Performance Metrics

Physical Demands

Regulations

Regulatory Compliance

Retail

Retail Banking

Retirement Planning

Risk

Risk Management

Series 7

Stock Market

Tax Planning

Team Player

Time Management

Wealth Management

[AW]-iCims

The Associate Institutional Relationship Manager partners with other Institutional Relationship Managers (IRM), Institutional Investment Advisors, and Captive Specialty Practice subject matter experts (SME) to grow the Institutional business through supporting business development efforts, responding Request-For-Proposals (RFP), and interfacing with OneTD partners. Partners with Institutional Relationship Managers, Institutional Investment Advisors, Specialty Practice SME, and Corporate Trust Advisors to ascertain investment needs of TD Wealth clients to increase wallet share and in support of securing new clients with potential investment needs.

Work Location: Burlington, Vermont, United States of AmericaHours: 40Pay Details: $72,280 - $108,160 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidates skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.Line of Business: TD WealthJob Description:
The Associate Institutional Relationship Manager (AIRM) is a high touch point of client contact accountable to serve the unique and complex needs of clients in the Institutional segment. The Associate Institutional Relationship Manager partners with other Institutional Relationship Managers (IRM), Institutional Investment Advisors, and Captive Specialty Practice subject matter experts (SME) to grow the Institutional business through supporting business development efforts, responding Request-For-Proposals (RFP), and interfacing with OneTD partners.The Associate Institutional Relationship Manager is also responsible for retaining and growing assigned client relationships and is accountable for exceeding clients expectation for service. The AIRM is at the center of the Institutional model providing day-to-day account management and oversight, delivering excellent client service, supporting account administration, and developing materials with Specialty Practice SME and IRMs for OneTD partners and centers of influence.Depth & Scope:<ul><li>Demonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth</li><li>Partners with Institutional Relationship Managers, Institutional Investment Advisors, Specialty Practice SME, and Corporate Trust Advisors to ascertain investment needs of TD Wealth clients to increase wallet share and in support of securing new clients with potential investment needs</li><li>Focuses on retaining and growing Institutional business through supporting Captive Specialty Practice SME, and IRM in business development efforts with COIs and OneTD partners (e.g., TD Commercial, TD Small Business, TD Securities, TD Cowen)</li><li>Provide responses to RFPs. Build a data base of answers that may be specific to captive needs. RFP requests are a growth segment of the Captive process</li><li>Gains a deep understanding of TD Private Client Groups Institutional offering, including Custody, Investment Management, Reg 114 Insurance trusts, and other trust services to address client needs</li><li>Works with the Business Analyst to learn the CAP system and works with Compliance to ensure all internal and external presentations have an appropriate review</li><li>Coordinates complex requests from Specialty Practice SME to expedite accurate responses for clients and COIs</li><li>Works with the Client, Clearwater analytics contact, and operations to set up the data feed and reporting for the client that needs Clearwater bond amortization reporting</li><li>Become an expert at supporting Specialty Practice SMEs at working with Retail and Commercial partners, including opening operating accounts, learning back-office requirements to coordinate Letters of Credit and Collateral Trusts</li><li>Effectively implements a process with Client Services Advisors (CSAs) to ensure every client gets an Annual Client Review (ACR) meeting with an enhanced agenda focused on clients needs</li><li>Partners with the marketing team to develop a sales presentation for internal partners and external prospects that delivers a concise message</li><li>Works with the Head of Credit Product Pricing & Profitability to help model the impact of Captive solutions for Precision Lender calculations and decisions</li><li>Executes in a manner that is compliant with regulations, policies, and procedures</li><li>Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (i.e. OCC, SEC, FINRA, etc)</li><li>Contributes individually and as a team member, to ensure strong performance, collaboration and enthusiasm that sets TD Wealth apart from our competitors</li><li>Contributes individually, as a team member and as a mentor to Financial Advisors, to ensure strong performance, collaboration, and enthusiasm</li><li>Represents TD Wealth to the public in a professional manner</li><li>Is involved in the community and support TDBG charity and community initiatives</li></ul>Education & Experience:<ul><li>4-year degree, MBA or other advanced degree preferred</li><li>3+ years of Financial Services experience in a sales and service capacity (i.e. track record of high client satisfaction, client retention, and meeting sales goals) required</li><li>Active Securities Licenses: Series 7, 63 Required; 65 preferred or ability to obtain</li><li>ACI Captive designation preferred</li><li>Consultative sales experience required</li><li>Ensures all Continuing Education requirements are attained</li><li>Understanding wealth management business development techniques, products, services, and overall industry</li><li>Understanding of Institutional client needs and products and services available to clients within the segment</li><li>Ability to establish relationships and partner effectively with other departments within TD Wealth and TD Bank, Americas Most Convenient Bank</li><li>Personalized customer service skills, including ability to work with wide variety of clients and provide an exceptional level of service</li><li>Self-motivated, able to work independently, as well as part of a team - working well with other team members and keeping all relevant individuals, including management, up to date in a timely manner</li><li>Excellent communication skills, both verbal and written</li><li>Proficiency in Microsoft Applications (PowerPoint, Excel, Word)</li><li>Ability to multitask and manage competing priorities effectively</li><li>Must have experience working within a high collaborative team environment</li></ul>Who We Are:
TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn moreAdditional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. Were committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Investment Analyst Jobs in South Pole, NY

Resume Resources

Similar Job Searches

Get noticed by top employers!

Investment Analyst Jobs in South Pole, NY

Financial Consultant Community Financial System, Inc.

Associate Institutional Relationship Manager - Burlington, VT The Toronto-Dominion Bank

Resume Resources

Similar Job Searches