Financial Advisor

1 week ago

Middletown, New York, United States Rhinebeck Bank Full time

At Rhinebeck Bank, we are committed to providing exceptional financial services to our clients while fostering an environment where talented individuals can thrive. As a member of our growing team, you will play a key role in helping clients identify and achieve their financial goals.

The Financial Advisor will assist clients in developing long-term investment strategies using a wide range of financial products and services. Success in this role depends on building and maintaining strong client relationships and providing tailored financial guidance.

Key Responsibilities:

  • Build a pipeline of prospective clients and cultivate relationships.
  • Analyze clients' financial information to recommend strategies, products, and services aligned with their goals.
  • Educate clients on financial products, services, and strategies in detail.
  • Maintain and grow a strong client base while keeping client plans current.
  • Regularly assess changes in clients' financial status and adjust strategies accordingly.
  • Provide objective financial guidance and customized investment strategies.
  • Ensure high-quality client service and satisfaction.
  • Collaborate positively with team members to contribute to a supportive work environment.

Education & Experience:

  • Bachelor's degree required.
  • Minimum of 2 years of experience in a financial services role.
  • Series 6, 63, 7, and 66 licenses, as well as Life/Accident & Health Insurance license, required.
  • Valid driver's license required.
  • Excellent verbal and written communication skills.
  • Proficiency in Microsoft Excel, Word, and PowerPoint.

Compensation:

  • $35,000 base salary plus commission.

Why Join Us?

At Rhinebeck Bank, we foster an inclusive and dynamic work environment where our team can grow and make a meaningful impact.

We are an Equal Opportunity / Affirmative Action Employer, committed to diversity in our hiring practices. We do not discriminate based on race, color, religion, sex, national origin, veteran or disability status, sexual orientation, gender identity, transgender status, or any other characteristics protected by law.

Ready to Join?

If you are passionate about helping others achieve their financial goals and want to be part of a supportive, growing team, we encourage you to apply today

  • Financial Advisor

    3 days ago

    Middletown, United States LPL Financial Full time

    Credit UnionFinancial Advisor - Mid Hudson Valley Federal Credit UnionYour career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Mid Hudson Valley Federal Credit Union in Middletown, NY would allow you to join...

  • Financial Advisor

    2 days ago

    Middletown, NY, United States LPL Financial Holdings, Inc. Full time

    Credit Union Financial Advisor - Mid Hudson Valley Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Mid Hudson Valley Federal Credit Union in Middletown, NY would allow you to...

  • Financial Advisor

    2 days ago

    Middletown, NY, United States LPL Financial Holdings, Inc. Full time

    Credit Union Financial Advisor - Mid Hudson Valley Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Mid Hudson Valley Federal Credit Union in Middletown, NY would allow you to...

  • Private Client Financial Advisor

    4 weeks ago

    MIDDLETOWN, United States Citizens Full time

    DescriptionCitizens employs a group of experienced advisors that help individuals and families attain their financial goals.  Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.  The Citizens PCFA is a...

  • Private Client Financial Advisor

    3 weeks ago

    Middletown, United States Citizens Full time

    DescriptionCitizens employs a group of experienced advisors that help individuals and families attain their financial goals.  Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.  The Citizens PCFA is a...

  • Private Client Financial Advisor

    3 weeks ago

    MIDDLETOWN, United States Citizens Full time

    DescriptionCitizens employs a group of experienced advisors that help individuals and families attain their financial goals.  Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.  The Citizens PCFA is a...

  • Private Client Financial Advisor

    2 weeks ago

    Middletown, NY, United States Citizens Full time

    Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a...

  • Private Client Financial Advisor

    2 weeks ago

    MIDDLETOWN, United States Citizens Full time

    DescriptionCitizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based...

  • Private Client Financial Advisor

    2 weeks ago

    MIDDLETOWN, United States Citizens Full time

    DescriptionCitizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based...

  • Private Client Financial Advisor

    2 weeks ago

    Middletown, NY, United States Citizens Full time

    Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor...