Opportunity Description
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 ...
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 ...
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