Financial Advisor

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:

1. Meet or exceed sales goals
2. Attend sales and training meetings
3. Submit detailed activity/production reports
4. Develop and use prospecting lists
5. Meet daily with potential customers, whether in-person or virtually
6. Maintain active working relationships with internal and external referral sources
7. Establish and maintain high standards of customer service
8. Effectively communicate investment concepts and strategies
9. Perform other duties as directed

Knowledge, Skills And Experience Requirements:

1. Bachelor’s degree or equivalent experience
2. Licenses:
3. NYS Life & Health Insurance
4. FINRA Series 7
5. FINRA Series 63 & 65 or Series 66
6. Minimum 3 years of investment sales experience, including a demonstrated track record of building and developing relationships
7. Previous experience with Socially Responsible/ESG investing preferred
8. Knowledge of financial markets and portfolio construction
9. Strong computer skills including MS Office suite experience
10. Ability to learn rapidly
11. Gravitas, credibility and the ability to influence internally and externally
12. Excellent written and verbal communication skills with high energy level and strong customer service orientation
13. Self-motivated with ability to work independently