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Wealth Advisor

Fairport, USA
Closing date
Aug 20, 2024

View more

Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Are you seeking a role where you can have a direct impact on a business's growth? The Wealth Advisor position with Evans Bank is the perfect opportunity to aid in our growth within the Rochester market!

Based out of our Penfield branch (located in Fairport, NY) this Wealth Advisor position will provide financial solutions to new and existing customers on investment product purchases by informing them of current and long-term market trends and recommending appropriate investments strategies. Our team of advisors provide the highest level of customer service to both internal and external customers in helping our customers achieve their retirement, education, and overall wealth planning goals.

What we offer:
  • An inclusive culture where associates are empowered to bring their authentic selves to Evans
  • A collaborative environment where good listeners with high standards thrive
  • A growing organization where people are engaged and empowered to solve problems and make decisions
  • Frequent, timely coaching sessions to enable professional growth
  • The ability to leverage your strengths and passions while making a lasting impact on the community
  • Competitive compensation and benefits
  • Paid volunteer time to contribute to the betterment of the communities we serve

What we ask of you:

  • Develop centers of influence to generate new business referrals, including existing accounts, affiliates, and other contacts
  • Leverage relationship building and analytical skills by conducting full needs assessments, complex inquiries, recommending appropriate products and services, and cultivating relationships with customers and within other departments at Evans Bank
  • Execute transactions with larger and/or more complex customers and/or refer business to other areas within the Company as appropriate, in accordance with established sales goals
  • Ensure compliance, operational risk controls in accordance with Evans Bank, LPL, and any applicable regulatory standards and policies; and optimize relations with regulators by addressing any issues
  • Maintain Evans Bank, LPL, and internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
  • Embrace the organization's commitment to synergy by seeking and recognizing opportunities to refer new business to all areas of Evans

Experience and competencies:
  • Proven non-traditional banking financial sales experience or equivalent experience
  • Series 7,63 or 66 (in lieu of 63 and 65) and life and health insurance licenses
  • Valid NYS Driver's License
  • Certified Financial Planner a plus
  • You are self-motivated and enjoy making an impact
  • You don't compromise when it comes to doing the right thing and putting your customers first
  • You thrive in learning through hands on experience
  • You believe the whole is better than the sum of its parts and are enthusiastic about working with a team to achieve goals

This position is anticipated to pay a base rate between $43,523/annually and $63,834/annually. This rate does not include potential incentive pay and benefits paid for by the company which may be in addition to the base rate of pay. The base rate of pay is determined by factors such as required experience, skill set needed, business impact of position, value of budget oversight and people management, among other factors. Your Talent Acquisition Specialist will be able to answer specific questions you may have regarding the base pay range for this position.

Equal Employment Opportunity has been, and will continue to be, a fundamental principle at Evans and its subsidiaries, where employment is based upon personal capabilities and qualifications without discrimination on the basis of race, color, creed, religion, sex, national origin, age, disability, marital status, citizenship status, military status, sexual orientation, victims of domestic violence, protected veterans status, gender identity, genetic information, genetic predisposition or carrier status and any other category protected by law. This policy of Equal Employment Opportunity applies to all policies and procedures relating to recruitment and hiring, compensation, benefits, termination and all other terms and conditions of employment. This includes compensation based upon external and internal job worth in order to provide fair and competitive wages to associates.

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