Licensed Financial Services Representative - Canandaigua Branch
$64,700–$64,700 year
On-site · Canandaigua, New York, United States
Job Summary
As a Licensed Financial Services Representative, you will provide guidance and financial planning advice with investment and insurance solutions, while also supporting relationship banking across Retail, Business, and Wealth sectors. The role requires strong communication skills, analytical abilities, and experience in financial services. Candidates must hold necessary FINRA licenses and a Bachelor's degree or equivalent experience, alongside a commitment to customer service and community engagement.
Required Qualifications
- Bachelor's Degree or 4 years of directly related experience
- FINRA Securities Industry Essentials Exam required
- FINRA Series 6 or Series 6 top off license is required
- FINRA Series 63 license required
- NY State Insurance License preferred
Desired Qualifications
- High proficiency in building customer and peer relationships
- Strong analytical, critical thinking, problem solving and decision making abilities
- Excellent written and verbal communication skills
- Effective time management skills
- Proficient in the use of Microsoft Office applications
- Demonstrates a high degree of flexibility in support of customer needs
- Prior experience in or knowledge of the financial services industry
- Ability to build rapport with diverse member base within the community
Additional Requirements
- If not licensed, achieve license within six months of hire
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