Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Investment Solutions Specialist — Hybrid, Client Relationships

Fwainvest

Fwainvest is seeking a dynamic Portfolio Specialist to join their Investment Solutions team in Town of Florida, New York. This role focuses on building relationships with financial advisors, promoting a suite of investment products, and ensuring exceptional client service. The ideal candidate will have a passion for financial markets, strong communication skills, and a Bachelor's degree. Fwainvest offers a competitive salary, comprehensive benefits, and career advancement opportunities. #J-18808-Ljbffr Fwainvest

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Investment Solutions Specialist — Hybrid, Client Relationships in Florida, NY vacancy
  • A leading investment firm is seeking a motivated Portfolio Specialist to drive client engagement and promote investment...  ...involves building relationships with financial...  ...them on investment solutions, and developing sales...  ...package. Join us in a hybrid work environment that... 
    Suggested

    BBF Wealth

    Florida, NY
    1 day ago
  •  ...is looking for a dedicated individual to provide industry-leading client service in Florida. This position involves developing new and existing client relationships while advising on financial solutions. The ideal candidate will have at least 4 years of client sales and... 
    Suggested

    Truist

    Florida, NY
    1 day ago
  • $45k - $65k

     ...addition to a successful agency. Responsibilities Provide investment options and consult securities to customers. Conduct financial...  ...service skills. Ability to build and maintain customers relationships. Detail‑oriented with strong analytical skills. Proficiency... 
    Suggested
    Full time
    For contractors

    Nicevilleneighbor

    Florida, NY
    2 days ago
  •  ...practice where you can manage your own clients and play an important part in a growing...  ...clients and building strong professional relationships Reviewing the work of juniors and assisting...  ...A modern approach to flexible and hybrid working A focus on high-quality service... 
    Suggested
    Permanent employment
    Temporary work
    Flexible hours

    Public Practice Recruitment

    Florida, NY
    3 days ago
  • JPMorgan Chase Bank, N.A. is looking for an individual to support Advisors by managing client relationships and facilitating operational requests. The role requires strong engagement in risk management, especially involving Know Your Customer procedures. Candidates must... 
    Suggested

    JPMorgan Chase Bank, N.A.

    Florida, NY
    3 days ago
  • JPMorgan Chase in New York is seeking a motivated Financial Advisor to champion client relationships and deliver personalized investment solutions. In this role, you'll navigate through various financial waters to address clients' holistic needs while embracing diversity... 

    JPMorganChase

    Florida, NY
    4 days ago
  •  ...advisor to provide customized financial solutions to clients. This role involves building...  ...recommending appropriate banking and investment strategies. Candidates must hold Series...  ...position demands strong communication and relationship management skills, contributing to... 

    Bank of America

    Florida, NY
    3 days ago
  •  ...NY, to provide tailored financial solutions and advice to clients, helping them achieve their financial...  ...suitable brokerage products and investment strategies. The ideal candidate will...  ...effective communication, and client relationship building. #J-18808-Ljbffr Bank of... 

    Bank of America

    Florida, NY
    18 hours ago
  • Seacoast Bank is seeking a motivated individual to enhance customer relationships and provide quality banking services in Town of Florida, New York. The role involves building rapport with customers, opening and processing accounts, and adhering to banking regulations.... 
    Flexible hours

    Seacoast Bank

    Florida, NY
    2 days ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I in the Town of Florida, New York. In this role, you will obtain necessary licenses while building client relationships, providing investment solutions, and delivering tailored advice to clients. The ideal... 

    Bank of America

    Florida, NY
    18 hours ago
  •  ...leading financial services firm is seeking a Private Client Advisor to deliver personalized investment solutions to clients. The ideal candidate will have at...  ...needs. Success in client acquisition and maintaining relationships is essential. This role offers a competitive... 

    JPMorgan Chase & Co.

    Florida, NY
    2 days ago
  • Koitecc Solutions is looking for a dedicated Private Client Banker based in New York. In this role, you will deliver excellent client service and manage banking relationships while adhering to regulatory requirements. The ideal candidate will have a strong background in... 

    Koitecc Solutions

    Florida, NY
    4 days ago
  •  ...Consumer, Small, and Business Banking division in New York. Candidates will help build strong customer relationships while guiding clients through financial solutions. Applicants should have at least 6 months of customer interaction experience and a commitment to high integrity... 

    Quality Talent Group

    Florida, NY
    4 days ago
  • Chase is seeking a Relationship Banker in Town of Florida, NY, to enhance client experiences and manage client relationships. The role requires delivering excellent...  ...needs, and offering appropriate banking solutions. The ideal candidate should have sales experience... 

    Chase

    Florida, NY
    4 days ago
  •  ...creating memorable experiences for our clients and employees, making them feel welcomed...  ..., and understood. We build lasting relationships by doing the right thing, exceeding expectations...  ...hospitality, using the latest banking solutions and cutting‑edge financial technology... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Florida, NY
    3 days ago
  • Koitecc Solutions in the Town of Florida, NY is seeking a Relationship Banker to represent our brand with exceptional service and financial solutions. You will manage client relationships actively, ensuring their needs are met through personalized service and access to... 

    Koitecc Solutions

    Florida, NY
    4 days ago
  • Trustmark Bank is seeking a Relationship Banker in the Town of Florida, NY, responsible for identifying customer needs and delivering exceptional service. In this role, you will process transactions and proactively build customer relationships while achieving sales goals... 

    Trustmark Bank

    Florida, NY
    4 days ago
  • JPMorgan Chase & Co. is seeking a Relationship Banker in Town of Florida, New York. The role involves managing client relationships, delivering exceptional service, and using...  ...expectations through attentiveness and tailored solutions. #J-18808-Ljbffr JPMorgan Chase & Co.

    JPMorgan Chase & Co.

    Florida, NY
    2 days ago
  • Chase is seeking a Relationship Banker in the Town of Florida, NY, responsible for building meaningful client relationships with a focus on exceptional service. You will utilize...  ..., and licensing is required within the first 180 days. #J-18808-Ljbffr Koitecc Solutions

    Koitecc Solutions

    Florida, NY
    4 days ago
  •  ...provide a first-class experience to clients within J.P. Morgan’s U.S....  ...to the next level. As an Investment Specialist in the U.S. Private Bank, you...  ...and strengthen existing client relationships through advisement on investment solutions. Job Responsibilities Conduct... 

    JPMorgan Chase & Co.

    Florida, NY
    2 days ago
  • JPMorgan Chase & Co. is looking for candidates in the Town of Goshen, NY, who will provide exceptional client service by exceeding expectations and creating memorable banking experiences. The ideal applicant has at least one year of sales experience in Retail Banking or... 
    Flexible hours

    JPMorgan Chase & Co.

    Goshen, NY
    4 days ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I in the Town of Florida,...  ...licenses and providing financial advice to clients. The successful candidate will have...  ...responsibilities include building client relationships and delivering financial solutions.... 

    Bank of America

    Florida, NY
    4 days ago
  • Australia-Employment is seeking a highly motivated Accountant specializing in Client Bookkeeping. This hybrid role requires expertise in bookkeeping, GAAP principles, and client interaction, offering an excellent opportunity to grow within a supportive environment. Responsibilities... 

    Australia-Employment

    Florida, NY
    3 days ago
  • $65k - $90k

    Accountant - Client Bookkeeping (Hybrid) Compensation Based on Experience. $65,000 - $90,000 per year | Oldsmar, FL | On‑Site | Permanent A bit about us: We are a local/regional CPA firm that has been in business for nearly 50 years, and employ around 50 employees in... 
    Permanent employment
    Temporary work
    Work at office
    Local area
    Work from home
    Flexible hours

    Australia-Employment

    Florida, NY
    2 days ago
  •  ...an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer...  ...and inclusion. Using a broad investment product and thought leadership...  ...to offer the best investment solutions to meet their financial needs.... 
    Full time

    JPMorgan Chase & Co.

    Florida, NY
    3 days ago
  •  ...seeking a tax advisor to provide expert tax advice and services to clients. This role involves direct client communication, tax planning,...  ...years of experience in tax preparation. The position offers a hybrid work schedule and comprehensive benefits. #J-18808-Ljbffr... 
    Remote job

    Anderson Business Advisors

    Florida, NY
    1 day ago
  •  ...delivering exceptional client service. With a client...  ...providing strategic solutions. If you are someone who...  ...Miramar office, on a hybrid basis. Regular in-office...  ...opportunities, and relationship building. This role reports...  ..., travel, technology investments) to identify trends,... 
    Work at office

    Greenberg Traurig

    Florida, NY
    3 days ago
  •  ...This position will follow our hybrid work model, we expect the...  ...action or developing appropriate solutions; recommend or take action...  ...and use collaborative relationships to facilitate the accomplishment...  ...Make internal and external clients and their needs a primary focus... 
    Work experience placement
    Work at office
    Shift work
    Night shift

    Fwainvest

    Florida, NY
    4 days ago
  • A leading financial services company in New York seeks a motivated Financial Representative to engage with clients on financial needs and offer tailored solutions, including life insurance products. This full-time role emphasizes strong interpersonal skills and a commitment... 
    Full time

    The Western and Southern Life Insurance Company

    Florida, NY
    3 days ago
  •  ...preparing technical evaluations and engaging with clients. The position requires a BSME and offers a hybrid work model, allowing for three days in the office...  ...power sector and a proven track record of engineering solutions are essential. Join us and be part of shaping the... 
    Work at office
    Remote work

    Sargent Lundy

    Florida, NY
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment Solutions Specialist — Hybrid, Client Relationships. Be the first to apply!