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Financial Services Professional

2 months ago

Plainview, New York, United States Ridgewood Full time
About the Role

Ridgewood Financial Services is seeking a highly skilled and motivated Financial Consultant to join our team. As a Financial Consultant, you will play a critical role in supporting the financial planning needs of our customers and driving business growth.

Key Responsibilities
  • Client Acquisition and Relationship Building: Develop and maintain strong relationships with existing and prospective clients to understand their financial needs and goals.
  • Financial Planning and Advice: Provide personalized financial planning and investment advice to clients, including retirement, education, and tax-advantaged planning services.
  • Sales and Distribution of Financial Products: Sell and distribute personal investment products and services to individual and business customers, ensuring that clients' needs are met while driving revenue growth.
  • Portfolio Management: Maintain up-to-date awareness of client portfolios to ensure consistency with client goals and identify opportunities for additional business.
  • Team Collaboration: Work closely with branch personnel to generate referrals and drive business development.
  • Community Involvement: Represent the bank in community affairs, clubs, and organizations to assess community needs, enhance the bank's visibility, and increase new business opportunities.
What We Offer
  • Competitive Compensation and Benefits: Enjoy a highly competitive compensation and benefits package, including medical, dental, vision, well-being, pre-tax transit, life insurance, and long-term disability insurance.
  • Professional Development Opportunities: Take advantage of career development and advancement opportunities to grow your skills and expertise.
  • Comprehensive Employee Benefits: Enjoy a comprehensive employee benefits package, including paid time off, sick time, and 11 company-paid holidays.
  • Tuition Reimbursement: Receive up to $7,500 in tuition reimbursement to support your ongoing education and professional development.
  • Matching Gift Program: Participate in our matching gift program to support your favorite charities and community organizations.
  • Dependent Care Coverage: Enjoy dependent care coverage to support your family's needs.