Financial Services Advisor

Ballston Spa National Bank (BSNB); United States; On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, vision

Company-paid life insurance

401(k) with company match

Pension plan

Tuition reimbursement

Paid time off

11 paid holidays

Job summary

Ballston Spa National Bank (BSNB) seeks a Financial Services Advisor to guide individuals and families toward their financial goals, with emphasis on investment strategies, retirement planning, and wealth accumulation. You will develop relationships through referrals, networking, and community involvement while delivering exceptional client service and meeting business development targets.

BSNB emphasizes comprehensive benefits, ongoing professional development, and a commitment to community

Qualifications

• College degree or equivalent combination of education and experience preferred.
• Minimum five years of relevant financial services, investment, insurance, or sales experience.
• Current life insurance license required.
• FINRA SIE, Series 6 or 7, and Series 63/65 registrations required.
• Proven ability to develop and maintain client relationships.
• Strong sales, communication, and presentation skills.
• Ability to meet or exceed established business development goals.

Responsibilities

• Conduct financial reviews and consultations.
• Recommend investment and insurance solutions.
• Develop new client relationships.
• Maintain existing client portfolios.
• Participate in community networking events.
• Generate referrals and business opportunities.
• Deliver exceptional client service.

Skills

Sales skills

Communication

Presentation skills

Relationship building

Education

College degree

Job description

Invest in your future with BSNB Financial Services!

We are seeking a Financial Services Advisor to help individuals and families pursue their financial goals while building long-term relationships.

A DAY IN THE LIFE

As a Financial Services Advisor, you will provide guidance regarding investment strategies, retirement planning, insurance solutions, and wealth accumulation opportunities.

You will develop relationships with new and existing clients while growing your business through referrals, networking, and community engagement activities.

ESSENTIAL DUTIES

• Conduct financial reviews and consultations.
• Recommend investment and insurance solutions.
• Develop new client relationships.
• Maintain existing client portfolios.
• Participate in community networking events.
• Generate referrals and business opportunities.
• Deliver exceptional client service.

QUALIFICATIONS

• College degree or equivalent combination of education and experience preferred.
• Minimum five years of relevant financial services, investment, insurance, or sales experience.
• Current life insurance license required.
• FINRA SIE, Series 6 or 7, and Series 63/65 registrations required.
• Proven ability to develop and maintain client relationships.
• Strong sales, communication, and presentation skills.
• Ability to meet or exceed established business development goals.

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.
• We invest in you with a generous paid time off package along with 11 paid holidays. We believe providing a work-life balance is key to your success and investing in your professional development is an important aspect of your growth and satisfaction.

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 toward meeting the needs of the markets we serve. As a community-minded financial institution, we make giving back and volunteer work a priority.

BSNB provides all employees and applicants an equal employment opportunity in the manner required by law in all aspects of employment regardless of race, color, religion, creed, national origin, age, sex, sexual orientation, gender identity or expression, marital status, military status, disability, predisposing genetic characteristics, domestic violence victim status, or any other status protected by local, state, or federal law. BSNB is a VEVRAA employer and has a desire for priority referrals of protected veterans. We thank all applicants for their interest and will contact those candidates who are under consideration.