Wealth & Relationship Advisor (Licensed)

Hvcu; Lake Mohegan (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer PTO

Professional Development & Training

Student Loan Repayment & Tuition Reim

Medical, Dental & Vision Coverage

401(k) with Employer Match

Life, Short/Long Term Disability

Discounted Loan Rates & Fees

Job summary

Hudson Valley Credit Union is currently recruiting for a Licensed Relationship Manager. This role focuses on delivering superior member service while applying a consultative needs-based sales approach and promoting wealth management across our full line of investment services and products.

Responsibilities include supporting investment services, cross-selling products, and maintaining branch operations, with a strong emphasis on building lifelong member relationships and meeting sales goals.

Qualifications

• High School Diploma or GED required.
• SIE Certification required.
• NYS Notary Public license within 12 months of employment.
• NMLS registration required.
• Series 7 and 66 Certification or ability to pass within 120 days.
• Must pass FINRA background screening.

Responsibilities

• Provide superior member service through efficient transaction processing.
• Promote Wealth Management and cross-sell HVCU products and services.
• Support Loan, accounts, investments and wealth management needs.
• Refer advanced investment needs to Financial Consultant.
• Assist in marketing programs and promotions to create member awareness.

Education

High School Diploma/GED

Job description

Hudson Valley Credit Union is currently recruiting for a Licensed Relationship Manager. This role focuses on delivering superior member service while applying a consultative needs-based sales approach and promoting wealth management across our full line of investment services and products.

Responsibilities include supporting investment services, cross-selling products, and maintaining branch operations, with a strong emphasis on building lifelong member relationships and meeting sales goals.