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About the Role
As a Financial Advisor at BSNB, you will work with existing clients to deepen relationships and provide expert advice on investment opportunities, insurance policies, retirement planning, and tax strategies. You will also be responsible for business development through various channels.
Responsibilities
- Build and maintain strong relationships with clients to ensure long-term satisfaction and trust.
- Support clients in making informed decisions about their finances.
- Maximize client retention through provided systems and tracking.
- Utilize sales and marketing support.
- Develop customized client-focused solutions using provided software.
- Meet or exceed sales goals.
- Engage in business development through internal bank referrals, marketing events, community engagement, and networking.
- Identify prospects.
Requirements
- College degree or 5 years related business experience.
- Current life insurance license.
- FINRA SEI, Series 6, 7 registration & 63/65.
Skills
- Customer service orientation
Location
- Ballston Spa
Work Type
- Full-time
Experience Level
- 5 years related business experience
Education Level
- College degree
Benefits
- Medical
- Dental
- Vision
- Company-paid life insurance
- Voluntary insurances
- 401(k) plan with a company match
- Pension plan
- Tuition reimbursement
About the Company
- Established in 1838, Ballston Spa National Bank (BSNB) provides community banking to individuals, families, and businesses in the greater Capital Region.
- BSNB operates thirteen full-service banking offices offering products and services and digital capabilities.
- BSNB is a community-minded financial institution that prioritizes giving back and volunteer work.
- BSNB Financial Services is a service of Osaic Institutions.
- Investment and insurance products and services are offered through OSAIC INSTITUTIONS, INC. Member FINRA/SIPC.
- 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.
Equal Opportunity
- 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.