Licensed Wealth & Relationship Advisor

Hudson Valley Credit Union; City of Poughkeepsie (NY); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Base & Variable Pay Structures

Paid Personal, Holiday & VolunteerTime

Professional Development & Training

Student Loan Repayment & Tuition Reimb

Medical, Dental & Vision Coverage

401(k) With Employer Match & Non-Elect

Life, Short-term & Long-term DI Ins.

Discounted Loan Rates & Fees

Job summary

Hudson Valley Credit Union is seeking a Licensed Relationship Manager to deliver superior member service and execute a consultative, needs-based sales approach. The role focuses on promoting Wealth Management across the full line of investment services while building new relationships and deepening existing ones.

The candidate will leverage Series 7/66 and related securities knowledge to support member accounts, cross-sell products, and coordinate with a Financial Consultant.

Qualifications

• High School Diploma or GED required.
• Securities Industry Essentials (SIE) Certification required.
• NYS Notary Public license within 12 months of hire.
• Registration with the National Mortgage Licensing System and Registry (NMLS) required.
• Series 7 and 66 Certification or ability to pass within 120 days of employment.
• Must pass FINRA background screening.

Responsibilities

• Use Series 7/66 knowledge to support memberships, accounts, loans, and investment services.
• Promote Wealth Management and cross-sell Hudson Valley Credit Union products and services.
• Refer members to Financial Consultant for products beyond assigned limits.
• Support Wealth Management Consultant with lead generation and education of investment services.
• Assist with marketing programs, promotions, and closing sales.
• Provide branch operations support, including opening/closing procedures and daily reconciliation.

Skills

Customer service

Sales

Financial needs analysis

Cross-selling

Education

High School Diploma or GED

Job description

Hudson Valley Credit Union is seeking a Licensed Relationship Manager to deliver superior member service and execute a consultative, needs-based sales approach. The role focuses on promoting Wealth Management across the full line of investment services while building new relationships and deepening existing ones.

The candidate will leverage Series 7/66 and related securities knowledge to support member accounts, cross-sell products, and coordinate with a Financial Consultant.