Licensed Relationship Manager & Wealth Advisor
Job in
Pleasant Valley, Dutchess County, New York, 12938, USA
Listed on 2026-07-10
Listing for:
Hudson Valley Credit Union
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Hudson Valley Credit Union is looking for a Licensed Relationship Manager to enhance member relations through exceptional service and consultative sales. The role involves promoting Wealth Management services, assisting with loans, and ensuring compliance with various regulations.
Candidates must hold a high school diploma and be able to achieve necessary certifications like Series 7 and 66. The position also offers a variety of employee perks including medical coverage and tuition reimbursement.
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