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
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the On-Site Wealth Advisor - Bank Branch Solutions in Lincolndale, NY vacancy
- ...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
- ...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
$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... ...ability to apply on this site may request reasonable accommodations...WebsiteHourly payPart timeWork experience placementShift workDay shiftKey Bank
Mahopac, NY4 days ago- ...while complying with all policies, procedures and regulatory and banking requirements. Helps build relationships with client by... ...accurately to support the paying and receiving function of the branch of which the following are illustrative: Accept and process...SuggestedWork at officeLocal areaNight shiftAfternoon shift
Tompkins Financial
Brewster, NY1 day ago $250k
...client experience Provide Tellers and other branch staff with coaching and guidance on... ...opportunities, and present product offers/financial solutions Understand and comply with Citibank... ...years of relevant experience Previous banking, retail, or sales experience preferred...Suggested$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 payFull timeWork experience placementDay shiftKeyBank
Baldwin Place, NYmore than 2 months ago$20.67 - $31.25 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 payFull timeWork experience placementDay shiftKeyBank
Baldwin Place, NY24 days ago- ...Objective Cultivate relationships with customers and promote the Bank’s products and services by having conversations and referring to... .... Assists in daily office work to ensure proper balancing of branch and timely delivery of work to appropriate departments. May assist...WebsiteSummer workWork at office
- ...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....
- Bank of America in Yorktown Heights is seeking a motivated candidate to enhance financial lives through engaging client interactions and providing assistance with transactions. This role focuses on building relationships with clients, ensuring compliance with bank regulations...
- ...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
- ...As a Relationship Banker in a Chase Branch, you will represent our brand and culture... ...the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined... ...comprehensive health care coverage, on-site health and wellness centers, a...WebsiteImmediate startAfternoon shift
- ...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
Fidelity Investments
Katonah, NY6 hours ago - A local community bank in Somers, NY is seeking a dedicated customer service representative to build relationships with clients and promote... .... The role also necessitates availability for Saturday hours and potential travel to nearby branches. #J-18808-Ljbffr Berkshire BankLocal area
- ...seeking a motivated Client Engagement Specialist to enhance client experiences by providing transactional support and personalized banking solutions. Ideal candidates are enthusiastic, results-driven, and possess strong communication skills. Responsibilities include...Hourly payFull time
$25 - $27.88 per hour
...conducting transactions through self‑service resources such as mobile banking, online banking or ATM. Key responsibilities include accurately... ...their financial and life priorities and connecting clients to solutions that meet their financial goals. Responsibilities Execute the...Hourly payFlexible hoursShift workWeekend workDay shift- Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities Executes the...Work at officeFlexible hoursShift workWeekend workDay shift
- ...the most sophisticated players in private wealth, and asset management, helping them move... ...Work type: Full Time, 5 days a week On-Site. Compensation: above market base + bonus... ...and translate complex needs into technical solutions. Growth trajectory demonstrated...WebsiteFull timeVisa sponsorship
Catalyst Labs, LLC
Goldens Bridge, NY3 days ago - ...to challenge the norm, explore new ideas, and create innovative solutions that deliver real results. Our culture of growth and empathy... ...This is a US based, full-time position, with travel to customer sites as needed. Consult on best practices on Oracle Cloud HCM policies...WebsiteFull timeWorldwide
IBM
Yorktown Heights, NY5 days ago $37 - $45 per hour
...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. Openings for...WebsiteContract workFor contractorsWork experience placementLocal area$24 - $29 per hour
...Communications and leadership team to develop creative marketing solutions with a focus on website management, comprehensive ad plan... ...focus on creative problem solving. Must be able to work on-site in our administrative office on Caramoor’s 81-acre, wooded campus...WebsiteHourly payFull timeSummer workSeasonal workLocal areaWeekend workAfternoon shiftWeekday workCaramoor
Katonah, NY1 day ago$180.66k - $248.36k
...PLEASE NOTE : Due to federal contract requirements and client site access obligations, U.S. citizenship and eligibility for a U.S... ...clearance are strongly encouraged to apply. As a Big Data Solutions Architect (Resident Solutions Architect) in our Professional Services...WebsiteContract workTemporary workWorldwideDatabricks
Southeast, NY3 days ago- ...engineering, healthcare, financial technology and contingent workforce solutions. It operates in seven business segments including Commercial,... ...and technical expertise in the fields of Telecom, Education, Banking, Retail, e-commerce, Automotive, Life Science, Insurance, legal...
$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 shiftEthan Allen Workforce Solutions
Mahopac, NY25 days ago- ...headquartered in metropolitan Atlanta, GA with prime emphasis on the following service offerings: • Staff Augmentation • Lifecycle IT solutions o Application Development & Support o Outsourced Testing • Mobile Development and Test Automation The company was incorporated in...WebsiteContract workWorldwide
- ...DevOps tools. Preferred Qualifications: • Prior experience in high-compute environments for AI/ML workloads. • Background in Site Reliability Engineering or DevOps roles focused on mission-critical infrastructure. • Familiarity with advanced container...WebsiteFor contractorsRemote work
micro1
Mahopac, NY1 day ago - ...across platforms. Bridge the gap between design and technical implementation, working closely with product owners, business analysts, solution architects, and back-end developers. Requirements 10+ years of IT experience working in the US for US companies. 8+ years of...Permanent employmentContract workLocal area
- A technology solutions firm is looking for a skilled UX/UI Engineer based in the Town of Somers, New York. The ideal candidate will have over 10 years of IT experience and at least 8 years in UX/UI design with a strong portfolio. Responsibilities include designing and prototyping...Flexible hours
- ...need custom‑made applications and infrastructure configurations? opt for our hosted managed services to urge comprehensive analytics solutions supported industry‑leading Cloud Analytics Technologies, LLC code - delivered by the Cloud Analytics Technologies, LLC consultants...Permanent employmentContract workLocal area
- A technology solutions firm in the Town of Somers is seeking experienced Engineers specialized in UI / UX and front-end engineering. Responsibilities include designing user-friendly web applications and collaborating with product teams to bridge technical implementation...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to On-Site Wealth Advisor - Bank Branch Solutions. Be the first to apply!
