Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Financial Services Advisor role.
Rezi rewrites your resume against Ballston Spa National Bank's job description. Free.
Tailor your resume to this Financial Services Advisor role.
Rezi rewrites your resume against Ballston Spa National Bank's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Financial Services Advisor posting at Ballston Spa National Bank — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Financial Services Advisor posting at Ballston Spa National Bank — free, in seconds.
About the Role
BSNB Financial Services is seeking a Financial Services Advisor to help individuals and families pursue their financial goals while building long-term relationships.
Responsibilities
- Provide guidance regarding investment strategies, retirement planning, insurance solutions, and wealth accumulation opportunities.
- Develop relationships with new and existing clients.
- Grow business through referrals, networking, and community engagement activities.
- Conduct financial reviews and consultations.
- Recommend investment and insurance solutions.
- Develop new client relationships.
- Maintain existing client portfolios.
- Participate in community networking events.
- Generate referrals and business opportunities.
- Deliver exceptional client service.
Requirements
- College degree or equivalent combination of education and experience preferred.
- Minimum five years of relevant financial services, investment, insurance, or sales experience.
- Current life insurance license required.
- FINRA SIE, Series 6 or 7, and Series 63/65 registrations required.
- Proven ability to develop and maintain client relationships.
- Strong sales, communication, and presentation skills.
- Ability to meet or exceed established business development goals.
Skills
- Sales
- Communication
- Presentation
Location
- Capital Region
Work Type
- Full-time
Experience Level
- Minimum five years of relevant financial services, investment, insurance, or sales experience
Education Level
- College degree or equivalent combination of education and experience preferred
Benefits
- Medical
- Dental
- Vision
- Company-paid life insurance
- Voluntary insurances
- 401(k) plan with a company match
- Pension plan
- Tuition reimbursement
- Generous paid time off package
- 11 paid holidays
About the Company
- Established in 1838, BSNB provides 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 toward meeting the needs of the markets we serve.
- As a community-minded financial institution, BSNB makes giving back and volunteer work a priority.
Equal Opportunity
- BSNB provides all employees and applicants an equal employment opportunity in the manner required by law in all aspects of employment regardless of race, color, religion, creed, national origin, age, sex, sexual orientation, gender identity or expression, marital status, military status, disability, predisposing genetic characteristics, domestic violence victim status, or any other status protected by local, state, or federal law.
- BSNB is a VEVRAA employer and has a desire for priority referrals of protected veterans.