Financial Wellness Advisor & Relationship Builder
Keybank, National Association
KeyBank in Fishkill, NY, is looking for a Personal Banker who will engage with clients to understand their financial needs and provide customized solutions. This role involves opening accounts, achieving sales goals, and contributing to a positive banking experience. The ideal candidate will possess strong sales and relationship-building skills, and be able to work well in a team environment. KeyBank offers a respectful workplace and a competitive compensation package. #J-18808-Ljbffr KeyBank
- A financial services institution in New York seeks a Personal Banker to engage clients in financial wellness. This role requires building strong client relationships, meeting sales goals, and ensuring compliance with banking procedures. Ideal candidates should possess a...Suggested
- Quality Talent Group, representing a leading financial services employer, is hiring for banker positions in New York City. The role... ...strong customer service skills and have experience in building relationships. Join a company praised for its inclusive culture and...Suggested
$58.44k - $93.5k
VetJobs is seeking a Personal Financial Counselor in Newburgh, NY, to deliver financial services to military personnel and their families. The role involves counseling, education, and management of financial services, focusing on enhancing financial literacy. Applicants...Suggested$60k - $150k
...want to make a lasting impact on the financial well-being of individuals, families, and small... .... • Build and nurture long-term relationships with clients, ensuring trust and transparency... ...answer is yes, consider becoming an advisor to drive positive impact in the lives...Suggested$25 - $26.77 per hour
...connecting clients to solutions that meet their financial goals. Responsibilities Executes the... ...for operational excellence. Builds relationships with clients to meet financial needs. Follows... ...time off, and resources to support their well‑being. #J-18808-Ljbffr Bank of AmericaSuggestedHourly payFlexible hoursShift workWeekend workDay shift- ...guided by a common purpose to help make financial lives better through the power of every... ...their physical, emotional, and financial well-being. Bank of America believes in working... ...for operational excellence Builds relationships with clients to meet financial needs Follows...Flexible hoursShift workWeekend workDay shift
- ...Associate Relationship Banker At Chase, we are passionate about creating memorable experiences... ...banking solutions and cutting-edge financial technology combined with friendly and attentive... ...clients about banking solutions, as well as collaborate with and connect them to...Afternoon shift
- ...Associate Relationship Banker At Chase, we are passionate about creating memorable experiences... ...banking solutions and cutting-edge financial technology combined with friendly and attentive... ...clients about banking solutions, as well as collaborate with and connect them to...Immediate startAfternoon shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life...Full timeContract workFor contractorsWork at office- ...development Tuition assistance Vision insurance Wellness resources Description Our mission is to provide financial security and peace of mind through our... ...communicate complex programs and ideas is required. Relationship management skills are required. #J-18808-Ljbffr...Full timePart timeImmediate startFlexible hours
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life...Work at office$150k - $200k
Hire With Jarvis - Lance Melendez is seeking a Founding Engineer for a fast-growing pre-seed startup SaaS company in Chelsea, NY. You will design, develop, test, and deploy systems, working on innovative AI solutions to automate finance and operations workflows. This hybrid...Work at office2 days per week3 days per week$20.67 - $31.25 per hour
...a problem solver, trusted advisor, and partner to the people... ...solutions to assist in client's financial wellness both in person and through... ...to develop and expand relationships based on their unique financial... ..., but we need relationship builders with a curious nature who...Hourly payWork experience placementDay shift$65k - $70k
...hiring talented Virtual Wealth Advisors who proactively identify and... ...for delivering personalized financial strategies to mass affluent clientele... ...policies and procedures, as well as, regulatory and legal... ...developing strong working relationships with branch personnel. Primary...Currently hiringWork at officeLocal areaFlexible hours$105k - $250k
...employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors... ...importance of client interests, as well as the personal and... ...strategy. Enhance and preserve relationships with key partners to boost client...Temporary workLocal areaFlexible hours$105k - $250k
Citizens is looking for a Wealth Advisor in the Town of Fishkill, New York. This role... ...wealth management strategies and enhancing relationships with key partners. Candidates should... ...a minimum of 2 years of experience in financial advising and relevant licenses (Series...- Hudson Valley Credit Union in Hopewell Junction is seeking a Relationship Advisor to provide exceptional member service while processing transactions and fostering new relationships. The ideal candidate will have a high school diploma, relevant sales experience, and the...
$105k - $250k
Citizens Bank seeks a Wealth Advisor in Town of Fishkill to develop personalized wealth... ...candidate has a minimum of 2 years in financial advisory with Series 7, 63, and 65 licenses... ...include enhancing client relationships, outreach for client engagement, and overseeing...Flexible hours- Hudson Valley Credit Union is seeking a Relationship Advisor to provide exceptional member service, efficiently process transactions, and enhance relationships. The role includes educating members on services, handling cash transactions, and promoting HVCU's products....
- ...will need to meet with business owners face-to-face to build relationships. Commercial lenders must have knowledge of the industry, the market... ...quality. Promote new business development. Work well with support staff and executive management. This opportunity...
- Quality Talent Group is recruiting bankers for a leading national bank in the Consumer, Small, and Business Banking division. This role offers competitive pay and a comprehensive benefits package including health coverage, 401(k), and paid time off. The ideal candidates...
- ...Tuition assistance ~ Vision insurance ~ Wellness resources About the Role: Join... ...- Hudson Valley as an Entry Level Financial Advisor, where you will embark on a rewarding... .... Build and maintain strong client relationships through excellent service and follow-...Work at officeImmediate startWork from homeFlexible hours
- A regional financial institution is seeking a Licensed Relationship Manager in Hopewell Junction, NY. The role focuses on delivering exceptional member service and promoting financial products to new and existing members. Responsibilities include handling transactions,...
- A leading financial institution in Village of Fishkill seeks a Personal Banker to offer tailored financial solutions and engage clients in their financial wellness journey. The role involves building relationships with clients, opening accounts, and ensuring compliance...Hourly pay
- ...Newburgh, NY, is seeking an outgoing and customer-focused individual to join their team. The role involves establishing customer relationships and educating clients on insurance options, with a strong emphasis on communication and problem-solving skills. Selected...For contractorsFlexible hours
- ...individual for a client engagement role. The successful candidate will assist clients with self-service banking transactions, manage financial center appointments, and drive high-quality client experiences. Qualifications include a High School Diploma, financial services...Full time
- Bank of America is hiring for a role in Newburgh, NY, focused on engaging clients to assist with transactions through self-service options like mobile and online banking. Key responsibilities include managing client interactions and ensuring a high-quality banking experience...Hourly pay
$20 - $26 per hour
...Teller Position at Wells Fargo Wells Fargo is seeking a Teller to join our National Branch Network. In... ...options, or the appropriate team member. Build relationships, actively listen to understand everyday financial needs, and connect customers to relevant information...Part timeWork experience placement- ...Borrower. Assign the appropriate risk rating based on identified financial trends, risks, mitigants and policy exceptions.... ...renewals, extensions and modifications on existing borrowing relationships. Respond to inquiries relating to his/her particular area,...Temporary work
$19.23 per hour
...We look forward to speaking with you! About ManpowerGroup, Parent Company of: Manpower, Experis, Talent Solutions, and Jefferson Wells. Manpower® is a global leader in contingent staffing and permanent resourcing, providing companies with strategic and operational...Hourly payPermanent employmentTemporary workMonday to FridayFlexible hoursShift work
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