The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join the Trust & Wealth Services team as: Wealth Management Officer This opportunity may be perfect for you if you have experience in: > Exceptional Customer Service Skills > Excellent Communication and Collaboration Skills > Proven Ability to Problem Solve and Prioritize to Meet Deadlines About this position: Responsible for administration of Wealth Management accounts including providing excellent customer service, maintaining compliance with related policies, procedures and regulatory requirements, and for new business development. This position is 100% in the office in Glens Falls, New York. Responsibilities > Responsible for administration of custody, investment management, individual retirement accounts in accordance with Company policy, regulatory requirements, and client objectives. > Perform business development activities to identify potential clients, create new client relationships, and build existing relationships. Participate in Company Cross-Sell & Referral Program as appropriate. > Interact with clients to provide advice and guidance. > Participate actively in Internal Review Committee meetings; represent department, division, and Company at appropriate internal meetings as well as at external networking events. Develop relationships with attorneys, CPAs and other Centers of Influence. > Keep up-to-date on industry trends, legal and tax requirements, and industry developments. Participate in training and continuing education opportunities as appropriate, and assist in staff development. > Assist management with activities to meet department goals, division objectives, and Company strategic plans. Comply with operating policies, procedures, and regulatory requirements. > Participate actively in the community by attending events or participation in local not-for-profit boards. What you will need to thrive in this role: In addition to your work and life experiences, as well as your passion and excitement for the profession, you would benefit from having: Education/Certifications: > Bachelors degree in finance or related field > 6 or more years of experience in finance or related field required Skills/Knowledge: > Solid background in investment, tax planning, IRS laws and regulations and knowledge of related products and services > Excellent communication skills, both written and verbal; comfortable communicating with clients, co-workers, and management > Proficient in Microsoft Office Suite; ability to learn department specific software > Solid decision making and problem-solving skills; ability to prioritize multiple tasks/projects to meet deadlines Physical Demands > Must be able to sit for prolonged periods of time and walk/stand for brief periods of time. > Must be able to repetitively use a telephone and computer mouse and keyboard. > Ability to lift/move up to 15 lbs. What we will bring to the table: 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, familial status, amnesty, status as a victim of domestic violence, reproductive health decision making, citizenship or immigration status, prior convictions or arrests, military status, status as a protected veteran, known relationship or association with any member of a protected class, or any other federal, state, or local legally protected classes. As a multi-bank holding company, Arrow Financial Corporation has over $4 billion in assets. Through our subsidiaries we provide a broad range of banking and insurance services across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and commercial loans. We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation’s leading publications and bank-rating firms. The pay range for this position is $65,000-$85,000 an hour commensurate with experience and education. Additional compensation may be earned through the Company’s annual bonus and incentive programs, subject to individual and company performance. L1-st1