Hybrid Remote Financial Services Advisor

Ulster Savings Bank; City of Kingston (NY); Hybrid; USD 225,000 - 275,000; Full time

Benefits offered by this job

Paid time off

Paid holidays

401(k) matching

Health insurance

Job summary

A financial institution in Kingston, NY, is seeking a Registered Representative to manage customer financial needs and promote banking products. The ideal candidate will possess licenses, strong communication skills, and a minimum of 2 years' experience. This hybrid role offers flexibility in working conditions. The position involves generating commissions, delivering exceptional customer service, and collaborating with bank staff to achieve financial goals. Join a supportive team where you can grow professionally.

Qualifications

• Minimum of 2 years of experience in financial services.
• Cetera background check required.
• Knowledge of financial products and services.

Responsibilities

• Collect and analyze customer financial information.
• Market and promote bank financial products.
• Generate a minimum of $250,000 in annual gross commissions.
• Develop relationships with branch managers and staff.

Skills

Excellent written and verbal communication skills

Strong interpersonal skills

Ability to analyze data

Education

Series 6, 7, 63, 65 & Life Insurance License

Tools

Computer knowledge

Job description

A financial institution in Kingston, NY, is seeking a Registered Representative to manage customer financial needs and promote banking products. The ideal candidate will possess licenses, strong communication skills, and a minimum of 2 years' experience. This hybrid role offers flexibility in working conditions. The position involves generating commissions, delivering exceptional customer service, and collaborating with bank staff to achieve financial goals. Join a supportive team where you can grow professionally.