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Wealth & Relationship Advisor; Licensed
Job in
Lake Mohegan, Westchester County, New York, USA
Listed on 2026-08-30
Listing for:
Hvcu
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Financial Sales, Wealth Management
Job Description & How to Apply Below
Location: Lake Mohegan
Hudson Valley Credit Union is currently recruiting for a Licensed Relationship Manager. This role focuses on delivering superior member service while applying a consultative needs-based sales approach and promoting wealth management across our full line of investment services and products.
Responsibilities include supporting investment services, cross-selling products, and maintaining branch operations, with a strong emphasis on building lifelong member relationships and meeting sales goals.
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