Licensed Financial Services Representative - Canandaigua Branch

ESL All Companies
Any Location, NY
Category Customer Service
Job Description
We are seeking a Licensed Financial Services Representative to provide guidance and financial planning advice with investment and insurance solutions. The role involves working closely with the wealth management team to share best practices and foster career growth.

Requirements

  • 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 is preferred
  • Bachelor’s Degree or 4 years of directly related experience
  • 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

Benefits

  • 401k with match
  • Paid volunteer time
  • Learning & Development training
  • Wellness program
  • Family assistance plan
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