What are the responsibilities and job description for the Financial Advisor position at Ballston Spa National Bank?
Invest in your future with Ballston Spa National Bank (BSNB)! BSNB is seeking a Financial Advisor to join our growing Financial Services team! Join a nationally recognized bank and a capital region Best Place to Work! BSNB Financial Services is a service of Osaic Institutions.
A DAY IN THE LIFE
As a Financial Advisor at BSNB, you will work with existing clients to deepen relationships. You will work with clients and provide expert advice on investment opportunities, insurance policies, retirement planning, and tax strategies. Additionally, you will be responsible for business development through internal bank referrals, marketing events, community engagement, networking and identifying prospects.
ESSENTIAL DUTIES
In this position, you will build and maintain strong relationships with clients to ensure long-term satisfaction and trust, supporting clients helping them to make informed decisions about their finances. Supported by Osaic Institutions, you will have the tools, resources and support to succeed in a sales environment. Specifically: systems and tracking to maximize client retention; sales and marketing support; software designed for customized client focused solutions.
QUALIFICATIONS
Qualified individuals should possess the following:
- Ability to meet or exceed sales goals
- Customer service orientation
- College degree or
- 5 years related business experience
- Current life insurance license
- FINRA SEI, Series 6, 7 registration & 63/65
OUR INVESTMENT IN YOU
BSNB offers a generous compensation and benefits package. This includes medical, dental, vision, company-paid life insurance, voluntary insurances, both a 401(k) plan with a company match and a pension plan, and tuition reimbursement.
ABOUT BALLSTON SPA NATIONAL BANK
Established in 1838, we are proud to provide community banking to individuals, families, and businesses located in the greater Capital Region. Thirteen full-service banking offices provide products and services and digital capabilities geared towards meeting the needs of the markets we serve. As a community-minded financial institution, we make giving back and volunteer work a priority.
BSNB is an Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, or national origin. BSNB is a VEVRAA employer and has a desire for priority referrals of protected veterans.
Investment and insurance products and services are offered through OSAIC INSTITUTIONS, INC. Member FINRA/SIPC.BSNB Financial Services is a trade name of Ballston Spa National Bank. OSAIC INSTITUTIONS, INC. and Ballston Spa National Bank are not affiliated. Products and services made available through OSAIC INSTITUTIONS, INC. are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value."
Salary : $70,000 - $120,000