Financial Advisor

Ballston Spa National Bank; Village of Ballston Spa (NY); Sur place; USD 90 000 - 130 000; Plein temps

Avantages offerts par ce poste

401(k) plan with company match

Pension plan

Life insurance

Tuition reimbursement

Résumé du poste

Ballston Spa National Bank (BSNB) is seeking a Financial Advisor to join our growing Financial Services team in the Capital Region. You will work with existing clients to deepen relationships, provide expert advice on investments, insurance, retirement planning, and tax strategies.

In this role you will drive business development through internal referrals, community events, and marketing activities, with support from Osaic Institutions, enabling success in a competitive sales environment.

Qualifications

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

Responsabilités

• Build and maintain relationships with clients to deepen engagement and trust.
• Provide expert advice on investments, insurance, retirement planning, and tax strategies.
• Develop business through internal referrals, events, and community networking.

Connaissances

Sales targets

Customer service orientation

5 years related business experience

Life insurance license

FINRA Series 6/7/63/65 registrations

Formation

College degree

Description du poste

Invest in your future with Ballston Spa National Bank (BSNB)! BSNB is seeking a Financial Advisor to join our growing Financial Services team! Join a nationally recognized bank and a capital region Best Place to Work! BSNB Financial Services is a service of Osaic Institutions.

A DAY IN THE LIFE

As a Financial Advisor at BSNB, you will work with existing clients to deepen relationships. You will work with clients and provide expert advice on investment opportunities, insurance policies, retirement planning, and tax strategies. Additionally, you will be responsible for business development through internal bank referrals, marketing events, community engagement, networking and identifying prospects.

ESSENTIAL DUTIES

In this position, you will build and maintain strong relationships with clients to ensure long-term satisfaction and trust, supporting clients helping them to make informed decisions about their finances. Supported by Osaic Institutions, you will have the tools, resources and support to succeed in a sales environment. Specifically: systems and tracking to maximize client retention; sales and marketing support; software designed for customized client focused solutions.

QUALIFICATIONS

Qualified individuals should possess the following:

• 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

OUR INVESTMENT IN YOU

BSNB offers a generous compensation and benefits package. This includes medical, dental, vision, company-paid life insurance, voluntary insurances, both a 401(k) plan with a company match and a pension plan, and tuition reimbursement.

ABOUT BALLSTON SPA NATIONAL BANK

Established in 1838, we are proud to provide community banking to individuals, families, and businesses located in the greater Capital Region. Thirteen full-service banking offices provide products and services and digital capabilities geared towards meeting the needs of the markets we serve. As a community-minded financial institution, we make giving back and volunteer work a priority.

BSNB is an affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, or national origin. 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. Products and services made available through OSAIC INSTITUTIONS, INC. are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.