Relationship Advisor
Hudson Valley Credit Union · Hopewell Junction, NY · 1 wk ago
OTHRFull-time
About the role
The ideal candidate will have a strong background in financial services and a passion for helping clients achieve their financial goals.
Responsibilities
- Develop and maintain relationships with clients to provide personalized financial advice.
- Conduct thorough financial assessments to identify areas where clients can improve their financial health.
- Offer guidance on investment strategies and retirement planning.
- Stay updated on industry trends and regulatory changes that impact financial services.
Requirements
- Bachelor's degree in Finance, Economics, or a related field.
- Minimum 3 years of experience in financial services or a related field.
- Proven ability to build and maintain client relationships.
- Strong analytical skills and attention to detail.
Qualifications
- Knowledge of financial products and services.
- Experience with financial planning software.
- Excellent communication and interpersonal skills.
Skills
- Strong problem-solving abilities.
- Ability to work independently and manage multiple tasks simultaneously.
- Proficiency in Microsoft Office Suite.
Benefits
- Comprehensive health insurance coverage.
- 401(k) plan with company match.
- Flexible work schedule.
- Professional development opportunities.
Pay
$60,000 - $70,000 annually.
Schedule
Full-time position with flexible hours.