Relationship Advisor
Hudson Valley Credit Union · Highland, NY · 3 wk ago
OTHRFull-time
Job Summary
The role is responsible for managing customer relationships and providing financial advice.
Responsibilities
- Manage client accounts and provide ongoing financial guidance
- Conduct financial assessments and develop personalized investment plans
- Attend to client inquiries and resolve issues promptly
- Stay updated on industry trends and regulatory changes
Requirements
- Bachelor's degree in finance, economics, or related field
- Minimum 3 years of relevant experience in financial services
- Proven ability to build and maintain strong client relationships
- Strong analytical and problem-solving skills
Qualifications
- Series 7 and/or Series 66 licenses preferred
- Excellent communication and interpersonal skills
- Proficiency in Microsoft Office Suite
Skills
- Financial planning and analysis
- Client relationship management
- Investment strategy development
- Regulatory compliance
Benefits
- Competitive salary
- Health insurance coverage
- 401(k) plan with company match
- Flexible work schedule
- Professional development opportunities
Pay
- $50,000 - $70,000 annually
Schedule
- Full-time position
- Monday through Friday, 9:00 AM - 5:00 PM