BankOnBuffalo, Wealth Partner

BankOnBuffalo, Wealth Partner
Niagara Falls, NY (http://maps.google.com/maps?q=7121+Niagara+Falls+Blvd.+Niagara+Falls+NY+USA+14304) • 1865 Wealth Advisors






Job Type

Full-time

Description

Wealth Partners are dedicated to providing outstanding personalized service to their clients through the bank’s premiere financial services. They cater to the customer with a focus on growing and protecting the client’s assets and seek to make a positive impact on the communities in which they live and work.


Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.


KEY RESPONSIBILITIES

+ Provide solutions across a diverse product set to help meet customers’ goals.

+ Collaborate with business partners to generate referrals for wealth opportunities

+ Generate recurring fee and commission relationships to achieve revenue ...