Financial Advisor; LPL - Washington

The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! We are looking for an experienced professional to join our Wealth Management Financial Services team as:

This opportunity may be perfect for you if you have experience in:

• Excellent Organizational and Interpersonal Skills
• Strong Ability to drive sales through relationship building expertise

Responsible for analyzing, identifying, and communicating financial solutions for current clients to meet clients’ investment objectives. Actively seek prospective clients through networking and referrals to meet Company and department goals. Manage a wide variety of investment products while complying with operating policies and procedures established for LPL investment functions.

• Maintain contact with existing clients to perform reviews and expand existing relationships as appropriate; monitor client accounts to ensure pre-determined financial goals and objectives are met.
• Work to broaden potential client base with referrals from existing clients, co-workers and networking contacts.
• Drive sales through in-depth knowledge of products offered that match client financial objectives.
• Execute buy and sell orders as directed by clients per LPL policies and procedures.
• Keep up-to-date with industry standards, compliance, regulatory, and licensing issues, as well as policies and procedure from Company and LPL.
• Communicate and interact with other business lines to help provide well-rounded client experience and achieve department goals; actively participate in Company Cross-Sell/Referral Program.
• Participate actively in community as designated by Company community service requirements.

In addition to your work and life experiences, as well as your passion and excitement for the profession, you would benefit from having:

• Bachelor’s Degree in finance or related field or equivalent experience required
• 6 years of experience in investment required
• Series 6, Series 7, and Series 63 licenses required
• New York State Health & Life Insurance license required

• Excellent organizational, analytical, and communication skills, both written and verbal
• Professionalism with strong presentation and interpersonal skills to conduct formal/informal presentations, address potential and existing client concerns, and communicate with constituents
• Self-starter with ability to work independently and manage multiple priorities while meeting strict deadlines
• Proficient with Microsoft Office Suite:
  Word, Excel, Outlook; ability to learn other software as needed

• Prolonged periods sitting at a desk and some brief periods of walking/standing
• Repetitive use of telephone, computer, computer mouse, and keyboard
• Must be able to lift up to 15 lbs. at times

We believe in investing in our employees and helping them grow their career with us. We offer a pleasant, inclusive work environment, career development opportunities, and competitive compensation. Through our total rewards program, we offer a comprehensive benefits package featuring:

• Competitive compensation including potential bonus and incentives as well as paid vacation, sick time, and holidays
• Medical, Dental, and Vision Insurance and Flexible Spending Plan
• Multiple retirement plans including: 401(k), Pension, and Employee Stock Ownership
• Education and Tuition Reimbursement
• Employee Assistance Program for our employees and their immediate family members

We are an Equal Opportunity Employer. Our philosophy and practice are to provide equal opportunity to all employees and applicants for employment without regard to race (including traits historically associated with race), color, religion, creed, gender, sex, pregnancy (including childbirth and related conditions), sexual orientation, gender identity or expression, status of being transgender, national origin, age, disability, genetic information, predisposing genetic characteristics or carrier status, marital status,…