Financial Consultant Mass Market

Hudson Valley Credit Union • Latham, NY • 1h ago

Overview Hudson Valley Credit Union is currently recruiting for the position of Financial Consultant I. Primary Function: Present members of HVCU with a growing array of financial services and investment products, while delivering unparalleled value and outstanding service to the members. Base salary $70,000 + commission Responsibilities - Sell effectively by establishing relationships with members, finding their needs and then offering appropriate solutions in a compelling way so the customer sees the value, understands the features and benefits and purchase the solution.- Drive successful member outcomes by assisting new and existing mass market members through active communication.- Responsible for meeting and exceeding established revenue goals.- Strengthen relationships with existing top-tier HVCU Financial Services clients (A&B) and brings in additional outside assets from these clients.- Serve as the main point of contact to facilitate trades throughout the transaction process by supporting members with their financial needs.- Develop expertise on all investment products.- Liaise with other Wealth Management members, Marketing, Contact Center, and Outbound regarding financial needs of the mass market.- Host webinars for members.- Maintain and record detailed notes including next steps/follow-ups during member calls.- Build excellent working relationships across multiple lines of business and corporate functions to enhance member experience.- Develop new processes to further automate member workflows and create a seamless experience.- Additional responsibilities will be determined based on capacity, skill, and interest.- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned. - Embrace and apply HVCU's guiding principles to all activities and responsibilities. This includes the Credit Union's Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union's initiatives by demonstrating teamwork and professionalism. - Responsible for regular and predictable attendance including punctuality. Qualifications - Bachelors Degree in Finance or Buisness Administration is required.- FINRA Registrations SIE, Series 7, 66 required within 6 months of hire.- Minimum 3 Years Industry experience, preferably within Credit Union or Financial Institution experience required.Click here to view full job description Why Choose HVCU? Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact. Come be part of a Great Place to Work!Employee Perks:- Base & Variable Pay Structures - Paid Personal, Holiday & Volunteer Time Off - Professional Development Training through HVCU University & Academy - Student Loan Repayment & Tuition Reimbursement Programs - Medical, Dental & Vision Coverage - 401(k) With Employer Match & Non-Elective Employer Contribution - Life, Short-term & Long-term Disability Insurances - Discounted Loan Rates & Fees*Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victi

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