Investment Consultant

About the role

Northfield Savings Bank is an Equal Opportunity Employer. Member FDIC. Equal Housing Lender.

Responsibilities

• Develop and manage trusted relationships with clients by understanding their financial goals, risk tolerance, and long-term objectives.
• Deliver comprehensive wealth management, investment, retirement, and financial planning solutions tailored to client needs.
• Build and maintain a strong pipeline of new business opportunities through referrals, networking, community involvement, and partnership with internal bank teams.
• Conduct client portfolio reviews and recommend investment strategies aligned with clients' evolving circumstances and market conditions.
• Collaborate with retail, business banking, mortgage, and commercial banking teams to identify and serve wealth management opportunities.
• Ensure compliance with all applicable regulatory requirements, firm policies, and industry standards.
• Maintain thorough and accurate client records, investment documentation, and suitability assessments.
• Monitor market trends, economic conditions, and regulatory developments to provide informed guidance and recommendations.
• Participate in community and professional organizations to enhance visibility and strengthen client relationships.
• Meet or exceed established business development, asset growth, and client retention goals.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, Accounting, or a related field, or equivalent combination of education and experience.
• Demonstrated experience in investment advisory, wealth management, financial planning, or financial services.
• Strong understanding of investment products, retirement planning, asset allocation, and portfolio management principles.
• Excellent relationship-building, business development, and consultative sales skills.
• Strong verbal and written communication skills with the ability to explain complex financial concepts clearly and effectively.
• Proven ability to work independently while collaborating effectively within a team environment.
• High degree of professionalism, integrity, discretion, and commitment to fiduciary and ethical standards.

Skills

• Strong knowledge of credit analysis, commercial lending practices, and loan structuring.
• Deep understanding of the local business market and a passion for community involvement.
• Excellent communication, relationship-building, and negotiation skills.
• Self-motivated, goal oriented, and comfortable managing a growing portfolio.
• Ability to work collaboratively with a small but highly effective leadership team.

Benefits

• Comprehensive benefits package including health insurance, retirement plans, and paid time off.

Pay

• Base compensation range at hire (dependent on experience): $61,500 + Commissions
• $66,560 - $74,360 annually
• $100,000 to $200,000 annually
• $50,000 annually + commissions
• $20.50 - $22.75 per hour

Schedule

• Full-time schedule with flexible hours to accommodate the needs of the position and the bank.