Hours/Week: 40 hoursLocation:US:PA

Relevant experience and education will be taken into consideration when determining actual starting pay rate.

Summary:
The function of the Financial Consultant is to actively manage and grow an existing book of established client relationships while working in partnership with our entire Wealth Management Team.

Education, Training and Requirements:

- B.S. degree in finance (or a related field)

- Securities Licenses 7, 66, and PA Life and Health License

Skills:

- Proficient reading, writing, grammar and mathematics skills.

- Excellent interpersonal relations and communication skills.

- Intermediate Microsoft Word, Excel, and email systems skills.

- Working knowledge of the policies, procedures, and regulations related to the sale of investment products.

Experience:

- Minimum of three (3) years of industry experience.

Responsibilities:
- 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.
- Provide clients with suitable solutions to their financial services needs while maintaining a high standard of ethics.
- Service the needs of existing customers and effectively manage existing book of business for additional investment customers.
- Demonstrate good business practices involving, but not limited to, punctuality, professional demeanor, and leadership.
- Maintain neat, timely, and accurate records for regulatory and business purposes.
- Set and maintain sales goals in cooperation with management.
- Network with community centers of influence to generate mutual referrals.
- Train and work cooperatively with branch staff to obtain qualified referrals.
- Train branch staff on the compliance of selling investment products.
- Abide by the terms and agreements outlined by Invest Financial Corporation (the firms Broker Dealer).

Other Information:
As an integral member of Community Investment Services, Inc., this position is responsible to assist CISI and the bank in achieving their goals.

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, sit, user hands to finger, 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.

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, or protected veteran status and will not be discriminated against on the basis of disability.