Financial Services Professional

6 days ago


Guilderland, United States Ballston Spa National Bank Full time
Job Overview

Ballston Spa National Bank is seeking a skilled Financial Advisor to join our Financial Services team. As a Financial Advisor, you will work with existing clients to deepen relationships and provide expert advice on investment opportunities, insurance policies, retirement planning, and tax strategies.

Key Responsibilities

  • Build and maintain strong relationships with clients to ensure long-term satisfaction and trust.
  • Support clients in making informed decisions about their finances.
  • Develop and implement customized financial plans to meet clients' needs.
  • Stay up-to-date with industry trends and developments to provide expert advice.
  • Collaborate with internal teams to identify new business opportunities and drive growth.

Requirements

  • Ability to meet or exceed sales goals.
  • Customer service orientation.
  • College degree or 5 years related business experience.
  • Current life insurance license.
  • FINRA SEI, Series 6, 7 registration & 63/65.

What We Offer

Ballston Spa National Bank offers a competitive compensation and benefits package, including medical, dental, vision, company-paid life insurance, voluntary insurances, a 401(k) Plan with a company match, and tuition reimbursement. We prioritize work-life balance and invest in our employees' professional development.

We are an Affirmative Action employer and welcome applications from diverse candidates. BSNB is a VEVRAA employer and has a desire for priority referrals of protected veterans.

Investment and insurance products and services are offered through OSAIC INSTITUTIONS, INC. Member FINRA/SIPC. BSNB Financial Services is a trade name of Ballston Spa National Bank. OSAIC INSTITUTIONS, INC. and Ballston Spa National Bank are not affiliated.



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