Order#: NY1485902

　　Wealth Advisor

　　Based out of our Irondequoit branch (located in Rochester, 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 EvansA collaborative environment where good listeners with high standards thriveA growing organization where people are engaged and empowered to solve problems and make decisionsFrequent, timely coaching sessions to enable professional growthThe ability to leverage your strengths and passions while making a lasting impact on the communityCompetitive compensation and benefitsPaid 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 BankExecute 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 goalsEnsure 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 issuesMaintain Evans Bank, LPL, and internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulatorsEmbrace 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 experienceSeries 7,63 or 66 (in lieu of 63 and 65) and life and health insurance licensesValid NYS Driver's LicenseCertified Financial Planner a plusYou are self-motivated and enjoy making an impactYou don't compromise when it comes to doing the right thing and putting your customers firstYou thrive in learning through hands on experienceYou believe the whole is better than the sum of its parts and are enthusiastic about working with a team to achieve goals