This position is responsible for providing existing and prospective customers with information regarding financial products and services and utilizing specialized knowledge to find the appropriate products and services for each client.
The Consultant enjoy the flexibility and autonomy to choose the client projects that interest them, while continuing to build professional relationships within our global community of Consultant and business professionals.
In this role, you will plan that meets their personal goals and objectives or educating them to help them to do it on their own, our Financial Consultants are ready to make the client experience a great one.
Responsibility, respect, trust, teamwork and citizenship are the values Webster was founded on. Together we call them The Webster Way, and they are what sets us apart as a bank and an employer. Guided by these values, we put people first. Working hard to live up to our customers, and each other, every day.
Perform regularly scheduled and ad-hoc accounting and financial reporting and analysis to assist management in the reporting and anlayses of Company results. If applicable, develop, document and maintain a forecasting/modeling system in order to establish benchmark data at rating attribute level.