Financial Consultant Associate

Company

NBT Bancorp

Where

Plattsburgh, New York

Level

Junior

First seen

November 4, 2026

Listed via

Workday

What the posting says

Incumbents will be charged with obtaining the various licenses required for this position as well as learning operations standards and sales techniques necessary for success as a Financial Consultant. Will be required to meet with customers and prospects to determine investments and insurance needs, recommends appropriate products, and makes appropriate referrals to business partners. Monitors client investment performance and makes appropriate recommendations. Meets regularly with assigned branches to discuss sales ideas, referral opportunities, sales efforts, current investment climate,…

Read more and apply on NBT Bancorp's site

More jobs like this

1. Private Client Advisor II- Executive Coverage

   94-1687665 Bank of America, National Association · Melville · $225k–$298k a year · First seen Nov 11

   Save to apply

2. Private Client Advisor II- Executive Coverage

   13-5674085 Merrill Lynch, Pierce, Fenner & Smith · Melville · $225k–$298k a year · First seen Nov 11

   Save to apply

3. Manager, Wealth Planning Advisor

   DFO Referrals · Westport, CT · $360k–$600k a year · First seen Nov 11

   Save to apply

4. Manager, Wealth Planning Advisor

   Dalio Family Office · Westport, CT · $360k–$600k a year · First seen Nov 11

   Save to apply

5. Summer 2027 Family Office Intern - Anchin Conversion

   Baker Tilly Advisory Group, LP · USA NY New York City 3 Times Square · $31.75–$105 an hour · First seen Nov 10

   Save to apply

See all 148 Personal Financial Advisors jobs in New York

A search agent finds the jobs this list misses: the ones that mean the same without the same words. Have Destava watch for financial consultant associate jobs in Plattsburgh, New York, new matches every morning on your own account.