Financial Advisor

Job Description

Purpose of Position:

The job of the Vice President Financial Advisor at Amalgamated Bank is to successfully offer financial products and services in a bank or office environment to commercial and retail prospects, with an emphasis on socially responsible investment solutions. The person is expected to meet production goals which will be reviewed on an on-going basis. The position requires a person who is highly motivated, and sales driven with an entrepreneurial mindset. Candidate should be service oriented and be able to work well with bank employees, external partners, and bank customers.

Essential Job Functions:

Meet or exceed sales goals

Attend sales and training meetings

Submit detailed activity/production reports

Develop and use prospecting lists

Meet daily with potential customers, whether in-person or virtually

Maintain active working relationships with internal and external referral sources

Establish and maintain high standards of customer service

Effectively communicate investment concepts and strategies

Perform other duties as directed

Knowledge, Skills and Experience Requirements:

Bachelor’s degree or equivalent experience

Licenses:

NYS Life & Health Insurance

FINRA Series 7

FINRA Series 63 & 65 or Series 66

Minimum 3 years of investment sales experience, including a demonstrated track record of building and developing relationships

Previous experience with Socially Responsible/ESG investing preferred

Knowledge of financial markets and portfolio construction

Strong computer skills including MS Office suite experience

Ability to learn rapidly

Gravitas, credibility and the ability to influence internally and externally

Excellent written and verbal communication skills with high energy level and strong customer service orientation

Self-motivated with ability to work independently

Full-time