Financial Advisor

3 weeks ago


Montgomery, United States Rhinebeck Bank Full time

The primary function of a Financial Advisor is to help clients identify and achieve their financial goals. In this role, you will have access to an array of financial products and services to help clients develop a sound, long-term investment strategy. You will work to develop relationships with existing and prospective clients, establishing a positive rapport with clients at all levels.

Responsibilities:

  • Develop a pipeline of prospects
  • Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives.
  • Provide information/education to clients about the purpose and details of financial products, services and strategies.
  • Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis.
  • Contact clients periodically to determine if there have been changes in their financial status.
  • Provide knowledgeable, objective financial guidance and customized strategies.
  • Deliver high quality client service.
  • Positive contribution in a team environment.
Education & Experience:
  • Bachelor's degree and 2+ years of experience
  • Series 7, 63, 65 or 66 and Life/Accident & Health Insurance license required
  • Must have a valid Driver's license.
  • Excellent verbal and written communication skills.
  • Proficiency in Excel, Word, and Power Point.

As an Equal Opportunity / Affirmative Action Employer, Rhinebeck Bank will not discriminate in its employment practices due to an applicant's race, color, religion, sex, national origin, veteran or disability status, sexual orientation, gender identity, transgender status, or any other characteristics protected under applicable law.

Salary Range: $35k plus commission
  • Financial Advisor

    2 months ago


    montgomery, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client...

  • Financial Advisor

    1 month ago


    montgomery, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client...

  • Financial Advisor

    2 weeks ago


    montgomery, United States OYF (Own Your Future)Coaching Full time

    The primary function of a Financial Advisor is to help clients identify and achieve their financial goals. In this role, you will have access to an array of financial products and services to help clients develop a sound, long-term investment strategy. You will work to develop relationships with existing and prospective clients, establishing a positive...

  • Financial Advisor

    2 weeks ago


    Montgomery, United States OYF (Own Your Future)Coaching Full time

    The primary function of a Financial Advisor is to help clients identify and achieve their financial goals. In this role, you will have access to an array of financial products and services to help clients develop a sound, long-term investment strategy. You will work to develop relationships with existing and prospective clients, establishing a positive...


  • Montgomery, United States Raymond James Full time

    Description Job Summary: Through distance learning, apprenticeship and training at the firm’s international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully...

  • Tax Advisor

    1 month ago


    Montgomery Village, Maryland, United States H&R Block Full time

    Job Title: Block Advisors Tax AdvisorAt H&R Block, we're seeking a highly skilled Tax Advisor to join our team. As a Tax Advisor, you will be responsible for providing tax preparation, tax audit support, and tax planning services to our clients.Key Responsibilities:Build and maintain strong relationships with clientsProvide expert tax advice and guidance to...


  • Montgomery, United States National Black MBA Association Full time

    What You'll Do: The Operational Risk Management and Controls (“ORMC”) department identifies, measures, monitors and reports risks and exposures across the organization through the Enterprise Risk Management Framework, and specifically through several risk programs, including but not limited to: Enterprise Risk Assessments, Risk Intake, Risk Treatment,...

  • Area Sales Manager

    1 week ago


    Montgomery, United States Hope Credit Union Full time

    HOPE Overview Recognized as one of the largest, and most successful Black and Women owned credit unions in the nation, HOPE continues to build its brand and impact by expanding access to financial services and engaging in advocacy to mitigate the extent to which factors such as race, gender, birthplace and wealth limit one's ability to prosper. Since 1994,...

  • UM Coordinator

    4 weeks ago


    Montgomery, United States Hackensack Meridian Health Full time

    Our team members are the heart of what makes us better. At Hackensack Meridian Health we help our patients live better, healthier lives — and we help one another to succeed. With a culture rooted in connection and collaboration, our employees are team members. Here, competitive benefits are just the beginning. It’s also about how we support one another...


  • Montgomery, United States Nutanix Full time

    Hungry, Humble, Honest, with Heart. The Opportunity Do you love discovering customers’ business challenges and crafting unique solutions for them? Are you ready for an opportunity to transform the way companies work? If you have a passion for Enterprise Cloud Technology and a knack for helping customers understand them, we want to talk to you! Nutanix...


  • Montgomery, United States Ascension Full time

    Details Department: Respiratory TherapySchedule: Full-time, 12hr Night shiftHospital: Ascension Mercy Medical Location: Aurora, IL Benefits Paid time off (PTO) Various health insurance options & wellness plans Retirement benefits including employer match plans Long-term & short-term disability Employee assistance programs (EAP) Parental leave & adoption...


  • Montgomery, United States Ascension Full time

    Details Sign on Bonus: up to $10,000 RRT; up to $5,000 CRTDepartment: Respiratory TherapySchedule: Full-time, 12hr Night shiftHospital: Ascension Mercy Medical Location: Aurora, IL Benefits Paid time off (PTO) Various health insurance options & wellness plans Retirement benefits including employer match plans Long-term & short-term disability Employee...


  • Montgomery, United States National Institutes of Health Full time

    Summary As a Supervisory General Engineer, GS-0801-15, you will serve and function as senior management and principal advisor to the Director in the Division of Facilities Stewardship (DFS) with responsibility for participating and collaborating in the planning and management of a comprehensive facilities stewardship program involving NIH facilities. Duties ...


  • Montgomery, United States National Institutes of Health Full time

    Summary Do you have experience drafting and negotiating multi-million dollar R&D or prototype contracts or agreements Other Transactions Authority (OTA) is an authority allowing the Government to develop innovative research or prototype initiatives through agreements that are not subject to laws governing Federal grants and contracts. While not required,...