Financial Services Representative, College Graduate - Chappaqua, NY

As a Financial Representative, you will provide excellent customer service, identify opportunities to deepen relationships with clients, and support the branch's success. You will work with clients to understand their needs and provide solutions, while also being a subject matter specialist in compliance and front lobby transactions.

Requirements

• Customer service experience
• Phone or financial services experience
• Banking, insurance, or financial experience
• FINRA licensing material
• Series 7 and 63 licenses
• Degree and/or professional certifications
• CFP or degree
• Ability to obtain Series 7 and 63 licenses

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement
• Generous paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance
• Student loan repayment
• Tuition reimbursement
• Learning resources