Financial Services Advisor

Ballston Spa National Bank • Town of Milton, NY

1d • $70,000 - $120,000

About The Position

BSNB Financial Services is seeking a Financial Services Advisor to help individuals and families pursue their financial goals and build long-term client relationships. The advisor provides guidance on investment strategies, retirement planning, insurance solutions, and wealth accumulation opportunities. The role develops relationships with new and existing clients and grows business through referrals, networking, and community engagement.

Requirements

• 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.

Nice To Haves

• College degree or equivalent combination of education and experience preferred.

Responsibilities

• 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.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Company-paid life insurance
• Voluntary insurance plans
• 401(k) plan with company match
• Pension plan
• Tuition reimbursement
• Paid time off
• 11 paid holidays
• Professional development

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed