Financial Services Professional

4 weeks ago


Amsterdam, New York, United States Rhinebeck Bank Full time

The role of a Financial Advisor at Rhinebeck Bank involves providing expert guidance to clients in achieving their financial objectives. This position requires a deep understanding of financial products and services, as well as the ability to develop and maintain strong relationships with clients.

Key Responsibilities:
  • Develop a pipeline of potential clients and analyze their financial information to determine the best strategies for meeting their goals.
  • Provide clients with education and information about financial products and services, and help them make informed decisions.
  • Build and maintain a client base, and stay up-to-date on client plans and needs.
  • Stay in touch with clients to determine if their financial situation has changed, and provide ongoing guidance and support.
  • Deliver high-quality client service and make a positive contribution to the team.
Requirements:
  • Bachelor's degree and 2+ years of experience in a related field.
  • Series 7, 63, 65 or 66 and Life/Accident & Health Insurance license required.
  • Excellent verbal and written communication skills, and proficiency in Excel, Word, and PowerPoint.

Rhinebeck Bank is an Equal Opportunity / Affirmative Action Employer, and we are committed to providing a diverse and inclusive work environment. Salary Range: $35k plus commission.


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