Current jobs related to Financial Advisor - Guilderland - Ballston Spa Bancorp

Invest in your future with Ballston Spa National Bank (BSNB) BSNB is seeking a Financial Advisor to join our growing Financial Services team Join a nationally recognized bank and a capital region Best Place to Work BSNB Financial Services is a service of Osaic Institutions. A DAY IN THE LIFE As a Financial Advisor at BSNB, you will work with existing clients to deepen relationships. You will provide expert advice on investment opportunities, insurance policies, retirement planning, and tax strategies. Additionally, you will be responsible for business development through internal bank referrals, marketing events, community engagement, networking, and identifying prospects. ESSENTIAL DUTIES In this position, you will build and maintain strong relationships with clients to ensure long-term satisfaction and trust, supporting clients in making informed decisions about their finances. Supported by Osaic Institutions, you will have the tools, resources, and support to succeed in a sales environment. Specifically: systems and tracking to maximize client retention; sales and marketing support; software designed for customized client-focused solutions. QUALIFICATIONS Qualified individuals should possess the following: Ability to meet or exceed sales goals Customer service orientation College degree or equivalent experience 5 years related business experience Current life insurance license FINRA SEI, Series 6, 7 registration & 63/65 OUR INVESTMENT IN YOU BSNB offers a generous compensation and benefits package . This includes medical, dental, vision, company-paid life insurance, voluntary insurances, both a 401(k) Plan with a company match as well as a pension plan, and tuition reimbursement. We believe providing a work-life balance is key to your success and investing in your professional development is key to your growth and satisfaction. ABOUT BALLSTON SPA NATIONAL BANK Established in 1838, we are proud to provide community banking to individuals, families, and businesses located in the greater Capital Region. Thirteen full-service banking offices provide products and services and digital capabilities geared towards meeting the needs of the markets we serve. As a community-minded financial institution, we make giving back and volunteer work a priority. BSNB is an Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, or national origin. BSNB is a VEVRAA employer and has a desire for priority referrals of protected veterans. #J-18808-Ljbffr