Associate Financial Consultant

Build your future with us.

At the heart of our success is a team of passionate, skilled, and dedicated individuals. We're on the lookout for people who thrive on delivering exceptional customer service and building lasting client relationships. Our culture is built to attract top talent, celebrate performance, and fuel professional growth.

We believe in giving back to the neighborhoods we serve. Supporting local events and organizations across our 14-county footprint isn't just something we do, it's who we are. It's our way of saying thank you to the people who make this region an incredible place to live, work, and grow.

Interested in making a difference while building a rewarding career?

We invite you to review the job description below and apply today. We look forward to learning more about you.

Together, we build something amazing-and we support you with benefits such as:

• Profit Sharing/401K Plan
• Health, Dental & Vision Insurance
• Tuition Reimbursement
• Paid time off
• Employee Assistance Program

…and more!

Here's how you'll make an impact

This role provides a path and training for becoming a licensed Financial Consultant under the guidance and supervision of a Senior Financial Consultant and Financial Services Manager. It is expected that the Associate Financial Consultant will meet the job licensing requirements within six months of the date of hire. Once licensed, this applicant will be expected to work directly with the Senior Financial Consultant, their clients, and new referral opportunities. Each year, as training progresses, there will be a commission split on the shared clients between the Senior Financial Consultant and the Associate Financial Consultant that will start at 25% (Year 1), 50% (Year 2), 75% (Year 3). At the end of the 3-year period, the Associate Financial Consultant would transition to a Financial Consultant role, and the shared clients would fully transition to their book of business.

• Complete necessary preparation for Securities Industry Essentials exam and Series 7 exam (General Securities Representative). Must sit for both exams within 120 days of hire and receive passing scores. One re-take per exam acceptable.
• Complete necessary preparation for Series 66 exam (Uniformed Combined State Law Examination). Must sit for exam within 45 days of passing Series 7 exam and receive a passing score. One re-take acceptable.
• Complete necessary preparation for New York Life, Accident & Health licensing exam. Must sit for exam within 45 days of passing Series 66 exam and receive a passing score. One re-take acceptable.
• Provides full client support for the Senior Financial Consultant and their clients; utilizes various systems required for account support; resolves problems regarding settlements, securities, etc. as necessary.
• Works directly with the Senior Financial Consultant in preparing for meetings with prospects and current clients, gathering information from & coordinating with various departments throughout the Bank.
• As training progresses, shifting to handling servicing matters and discovery meetings with referrals independently to collect data and assess goals as well as financial needs.
• Accompany Senior Financial Consultants on client meetings, taking notes and tasks for follow-up needs
• Paraplanning to support the Senior Certified Financial Planner with data collection and entry into Right Capital for analysis
• Complete All Internal Office Essentials training and Bank training in a timely fashion.
• Maintain an active awareness and understanding of rules and regulations that affect the investment and insurance business. Must continue to expand knowledge and keep up on all continuing education

. Qualifications/Requirements:

• BA or BS in related field preferred
• Minimum 3 years' experience in customer service preferred
• Proficient in reading, writing, grammar and math
• Strong communicator and interpersonal skills
• Proficient in use of technology including Microsoft office suite
• Detail oriented and organized
• Ability to travel; valid driver's license required

Salary Range $19.00 to 29.00 Annually

Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. Along with a competitive compensation program please visit the benefits section of our Careers page to view available benefits.

Chemung Canal Trust Company, N.A., including its divisions Capital Bank and Canal Bank fosters a diverse and inclusive culture where employees are able to succeed to their full potential. EEO/AA Including Veterans and Disabled.