Licensed Wealth & Relationship Advisor
Listed on 2026-10-12
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Finance & Banking
Financial Sales, Wealth Management, Financial Advisor / Consultant, Banking & Finance
Hudson Valley Credit Union is seeking a Licensed Relationship Manager to deliver superior member service and execute a consultative, needs-based sales approach. The role focuses on promoting Wealth Management across the full line of investment services while building new relationships and deepening existing ones.
The candidate will leverage Series 7/66 and related securities knowledge to support member accounts, cross-sell products, and coordinate with a Financial Consultant.
We are seeking a motivated Licensed Wealth & Relationship Advisor to join Hudson Valley Credit Union in City of Poughkeepsie, NY, United States.
This role, Licensed Wealth & Relationship Advisor at Hudson Valley Credit Union, could be your next career step.
Are you ready to take on the Licensed Wealth & Relationship Advisor role at Hudson Valley Credit Union?
We would love to welcome a new Licensed Wealth & Relationship Advisor to our group in City of Poughkeepsie, NY, United States.
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