On-Site Wealth Advisor - Bank Branch Solutions
$66.3k - $80kLPL Financial
LPL Financial is seeking a Wealth Advisor in Somers, NY, to provide tailored financial solutions and build strong client relationships. This on-site role involves working directly with clients and delivering non-deposit investment products. Ideal candidates should have a high school diploma (Bachelor’s preferred), relevant investment sales experience, and active licenses. The compensation includes a salary range of $66,300 - $80,000 plus sales incentives. #J-18808-Ljbffr LPL Financial
- ...Financial collaborates with banks to provide a... ...you to join our employee advisor model as a Wealth Advisor affiliated with... ...the employee to work on-site at the local bank branch located in Somers, NY... ...based approach to financial solutions for an assigned book of...WebsiteWork at officeLocal area
$20.19 - $30.77 per hour
...problem solver, trusted advisor, and partner to the... ...and provide guidance and solutions to assist in client's financial... .... As part of the branch team, the Personal... ...making them feel that no bank will fight harder for them... ...to apply on this site may request reasonable...WebsiteHourly payWork experience placementDay shift$19.23 - $27.88 per hour
...problem solver, trusted advisor, and partner to the... ...and provide guidance and solutions to assist in client's financial... ...time). As part of the branch team in a hybrid... ...making them feel that no bank will fight harder for... ...ability to apply on this site may request reasonable...WebsiteHourly payWork experience placementDay shift- ...individual to provide comprehensive financial advice and customized solutions to help clients achieve their financial goals. Responsibilities... ...in the financial services industry. The position offers a competitive salary and benefits package. #J-18808-Ljbffr Bank of AmericaSuggested
$21.5 - $27.25 per hour
...while complying with all policies, procedures and regulatory and banking requirements. Helps build relationships with clients by... ...accurately to support the paying and receiving function of the branch, which includes but is not limited to: Accept and process deposit...SuggestedWork at officeLocal areaNight shiftAfternoon shift$18 - $23.08 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...new and existing clients to the Bank and assisting them with their... ...teller functions in an in-person branch setting. Proactively work to... ...ability to apply on this site may request reasonable accommodations...WebsiteHourly payPart timeWork experience placementShift workDay shift$65k - $80k
Bank of America is seeking a financial advisor in Town of Bedford, who will provide comprehensive financial advice and customized solutions to help clients meet their goals. Responsibilities include planning financial strategies, recommending investment options, and managing...$65k - $80k
Job Overview Provide comprehensive advice and customized solutions to clients in order to help them achieve their financial goals. Responsibilities... ...brokerage products (stocks, bonds, mutual funds, annuities, banking and money‑managed solutions). Recommend banking and investment...Temporary workMonday to Friday- ...Group is looking for bankers to join their Consumer, Small, and Business Banking division in Shrub Oak, NY. The role involves building strong customer relationships, assisting with financial solutions, and ensuring compliance with banking policies. The company offers a...
- ...the utmost hospitality, using the latest banking solutions and cutting-edge financial technology... ...Chase will significantly contribute to the branch's success by delivering exceptional... ...comprehensive health care coverage, on-site health and wellness centers, a retirement...WebsitePart time
- ...exceptional customer experience. Cultivate relationships, promote Beacon Bank's products and services, and support digital banking engagement.... ...and recommend convenient banking options. Participate in branch initiatives and community involvement to develop new business....WebsiteWork at officeFlexible hours
$20 - $24.91 per hour
...Division: Retail Banking Department: Various - Branch Network Reports to: Branch Manager Status: Non-Exempt Grade: 4 Salary Range: $20.00 - $24.91 Actual compensation within the pay range will be determined based on factors including, but not limited...WebsiteWork at officeFlexible hours$18 - $22 per hour
...depending on experience About First Farmers Bank & Trust First Farmers Bank & Trust has... ...banking to agricultural lending and mortgage solutions. Our mission is simple: deliver... ...perseverance, and customer care. With 37 branches in Indiana and Illinois, we remain deeply...Temporary workWork at officeLocal areaNight shift$23.17 - $26 per hour
...Banking Center Relationship Banker 2 If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our... ...as well as bank policies and procedures. Meet/exceed branch audits and operations evaluation requirements. Assist with supervision...Flexible hoursWeekend work- ...Personal Banker in Mahopac, New York. This role involves engaging with clients to provide tailored financial solutions, opening accounts, and ensuring compliance with banking procedures. The ideal candidate has at least one year of experience in sales and customer...Full time
- Koitecc Solutions is looking for a Relationship Banker in Yorktown, NY, to enhance client relationships and offer tailored banking solutions. You will deliver exceptional service and help clients... ...products, contributing to branch success. Ideal candidates should have...
- ...service to clients by managing relationships and educating them on banking solutions. The ideal candidate has over 1 year of sales experience and... ...solutions, which contributes directly to the success of the branch. A high school diploma or equivalent is required, with a...
- ...Responsibilities include assisting with business credit requests, coaching branch staff, and recognizing client needs. Candidates should possess a Bachelor's Degree and have relevant experience or banking knowledge. Competitive salary and comprehensive benefits are offered....
- ...Career Opportunities with Valeo Financial Advisors LLC Financial advice is more than just... ...clients in gathering information such as bank account records, income tax returns, life... ...advanced questions, being able to research solutions and/or work with other team members to find...Temporary workWork at office
$62.4k
...KeyCorp is seeking a Private Client Advisor in Cortlandt Manor, NY. The role focuses on Mass Affluent clients, providing investment solutions and establishing strong relationships with branch teams. Responsibilities include conducting financial wellness conversations and...$62.4k
...Summary The Private Client Advisor's focus will be on our... ...providing investment solutions to new and existing... ...partnership with Retail Branch Managers, teams, and Centers... ...investments as well as banking related, and referring... ...to apply on this site may request reasonable...WebsiteBank staffWork at officeImmediate startFlexible hoursNight shift- ...award of contract, expected in the next 30-60 days. Geospatial Solutions Architect Position Overview Barbaricum is seeking a Geospatial... ...geospatial services and data platforms. Work Location : Remote / Off-Site Clearance Requirement : No clearance required. All qualified...WebsiteContract workFor contractorsRemote work
- ...experience in customer interactions and strong communication skills. You will assist customers with new accounts and provide tailored financial solutions in a supportive environment that emphasizes inclusivity and professional growth. #J-18808-Ljbffr Quality Talent GroupFull timePart time
- ...building long-lasting relationships, while ensuring compliance with banking policies. The ideal candidate has over a year of retail banking... ..., excellent communication skills, and the ability to tailor solutions to meet diverse client needs. We offer a competitive rewards...
- ...success in building relationships, uncovering needs and recommending solutions ~ FINRA Series 7 & 66 licensed and hold appropriate state... ...and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all...Work at office
- ...Description: Position Summary The Branch Production Supervisor is responsible for the full operational ownership of the branch... ...disruption. Work closely with CRM personnel to coordinate site measures, installation scheduling, customer communication, and project...WebsiteFull timeFlexible hours
$90k - $125k
...completeness and accuracy. Perform an in-depth financial statement analysis. Research debt and deposit relationships from all internal bank systems. Spread financials to generate common sized reports, financial ratios and trend reports. Evaluate and analyze above...Self employmentWork at officeLocal area- ...Experience should include knowledge of preparing journal entries, bank reconciliations, editing, and processing transactions in... ...opportunities, formal learning, and training programs. Working on-site at various client locations is required. Qualifications Authorized...WebsiteHourly payWork at officeRemote workMonday to FridayWeekend work
$20.22 per hour
...#ZR #Medical2026 Company Description Ethan Allen Workforce Solutions offers job seekers and employers the most complete, leading-edge... ...looking for employment opportunities, quality employees or off-site personnel services such as payroll, employee benefits or risk management...WebsiteHourly payFull timeShift workNight shiftDay shiftAfternoon shift$85k - $115k
...architects headquartered in Syracuse, NY, with branch offices throughout New York, Pennsylvania... ...waste management, land planning and site design, environmental services,... ...innovation and staff growth to provide inspired solutions to meet our client’s needs. We are currently...WebsiteFull timeWork experience placementWork at officeLocal area
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