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Closed listing

NBT Bancorp Inc.

Financial Consultant Associate

Plattsburgh, NY, United States

This opening has closed.

The original listing is kept below for reference.

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Job details

Posting language: English
Posted: Nov 3, 2026

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Original job description

Archived listing. The details below describe a past opening.

Entry level sales position in the Retail Financial Services Division. Incumbents will be charged with obtaining the various licenses required for this position as well as learning operations standards and sales techniques necessary for success as a Financial Consultant. Will be required to meet with customers and prospects to determine investments and insurance needs, recommends appropriate products, and makes appropriate referrals to business partners. Monitors client investment performance and makes appropriate recommendations. Meets regularly with assigned branches to discuss sales ideas, referral opportunities, sales efforts, current investment climate, customer insights and results.

Education and Experience:

Bachelor's degree in related financial services field or equivalent education and experience

Skills and Abilities:

Knowledge of general business practices
Effective communication skills
Effective interpersonal skills
Proficient in Microsoft Office 365

Unique Job Characteristics and Requirements:

Ability to obtain Series 7, 63 registration and Life & Health Insurance Licenses within 9 months of assuming job responsibilities.

Tasks Performed:

50% - Interviews and profiles customers/prospects to determine investment and insurance needs, recommend appropriate products, and makes appropriate referral to branch or to other members of regional market teams. Monitors client investment performance and makes appropriate recommendations.
25% - Provide sales assistance to Financial Consultants
20% - Develops and executes individual business plans to meet sales goals. Maintains minimum assigned level of production consistent with individual or team goals.
5% - Other duties as assigned.

Physical Requirements:

Communicate effectively with internal and/or external customers
Stationary 75% of time or greater
Move Objects to a Maximum of 10 lbs

Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success.

Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.

Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.

Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.

Career Development Whether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.

Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives – ensuring you feel valued every step of the way.

Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.

Benefits for Full-Time Employees:

Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Pet Insurance: For all your furry friends.
Financial and Banking Services: Various banking services benefits and financial planning assistance.

Benefits for Part-Time Employees Working 20+ Hours/Week:

Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Generous Parental Leave: Six weeks of paid leave at 100% of your salary.

Benefits for All Part-Time Employees:

Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
Paid Sick and Safe Leave: For your health and safety.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various banking services benefits and financial planning assistance.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor assume sponsorship of an employment Visa at this time.

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