Relationship Advisor
Hudson Valley Credit Union · Poughkeepsie, NY · 1 wk ago
OTHRFull-time
Job Summary
The role is responsible for managing client relationships, providing financial advice, and ensuring compliance with regulatory standards.
Responsibilities
- Manage client portfolios and provide investment advice
- Conduct financial analyses and prepare reports
- Monitor market trends and adjust strategies accordingly
- Ensure compliance with all relevant regulations
Requirements
- Bachelor's degree in Finance or related field
- Minimum 3 years of experience in financial services
- Series 65 or Series 7 license required
Qualifications
- Strong analytical skills
- Excellent communication and interpersonal skills
- Ability to work independently and manage multiple tasks
Skills
- Proficient in Excel and financial modeling software
- Knowledge of financial products and markets
- Experience with CRM systems
Benefits
- Competitive salary and bonus structure
- Health insurance coverage
- Paid time off and vacation days
- Professional development opportunities
Pay
$60,000 - $80,000 annually
Schedule
Full-time position, Monday through Friday, 9 AM to 5 PM