Client-Focused Financial Services Advisor
Atlasfinancialsolutions Co
A financial services company is seeking a motivated Financial Services Representative to work with individuals and families on financial strategies related to protection and retirement planning. The role involves assessing client goals, presenting financial solutions, and providing ongoing support. Ideal candidates possess strong communication skills and a high school diploma. The position offers structured training, flexible scheduling, and opportunities for advancement based on performance. #J-18808-Ljbffr Atlasfinancialsolutions Co
- A financial services firm in New York seeks a Financial Services Representative to help clients by building tailored financial plans and advising on financial products. Responsibilities include analyzing customer needs and developing investment strategies. Ideal candidates...SuggestedWork at officeFlexible hours
- Bank of America is seeking a financial services professional to advise clients on their financial goals and investment options. You will triage leads, refer... ...with SAFE Act registration requirements. Join a team focused on responsible growth and client service. #J-18808-Ljbffr...Suggested
$50k - $75k
A financial services company is seeking a motivated Business Development Manager in New Jersey. The role involves building client relationships, gathering information to develop financial plans, and preparing clients for retirement. Candidates should possess strong communication...SuggestedWork experience placement- ...York Life Insurance - Hui Ling Zhang is seeking a Licensed Financial Advisor to help clients build secure financial futures. You will develop... ...supportive team to leverage comprehensive resources for superior service and growth. #J-18808-Ljbffr New York Life Insurance -...Suggested
- Bank of America is seeking a Financial Services Advisor in Brooklyn, NY, to provide comprehensive advice and customized solutions helping clients meet financial goals. The role includes reviewing goals, recommending products, and completing required licenses and training...Suggested
- ...Management division. The role focuses on acquiring and managing relationships with High Net Worth clients, providing tailored banking solutions to meet their financial needs. Qualified candidates should... ...experience in Financial Services Relationship Management, with...
- ...process from application to closing, across conventional, FHA, and VA products. Join a nationwide team with comprehensive benefits and commitment to client service. Training and growth opportunities are available in a dynamic, fast-paced environment. #J-18808-Ljbffr Rate
$145k
...is a global leader and innovator in the financial services industry and is evolving from a high-... ...Finance (EAF) team in the US, with a primary focus on Latin America and Multilateral... ...across LatAm markets, working closely with clients, multilaterals, and internal teams...Hourly payFull timeContract workWork experience placementWork at officeShift work- Atlantic Coast Mortgage is seeking an experienced Loan Officer Assistant to enhance client experience during the mortgage process. You will support a Loan Officer and manage administrative tasks vital for timely processing. Candidates should have at least 2 years of mortgage...
$25 - $38.46 per hour
## Private Client BankerApplylocations: Wexford, PAtime... ...solver, trusted advisor, and partner to the people... ...Client Program and will focus on the entire client relationship... ...plan-based approach to financial advice. As a PCB, you... ...products and services. PCBs identify products...Hourly payWork experience placementFlexible hoursDay shift$100k - $250k
...Wealth Management in New York is seeking experienced Financial Advisors to enhance their practice. The ideal candidates will focus on high-net-worth clients and provide comprehensive investment and financial services. Responsibilities include onboarding new clients, servicing...- A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client relationships, developing networks for referrals, and ensuring compliance with policies. Ideal candidates will possess strong skills...Full time
- TD Bank is seeking a Financial Advisor in New York City to join its Wealth Management... ...for financial advisors with a focus on providing personalized investment guidance to clients, fostering relationships, and... ...to exceptional customer service. Competitive salary and growth...
- ...York, invites experienced financial professionals to join a three-year Financial Advisor program within TD Wealth. The role focuses on providing financial... ...solutions to TD Wealth clients, aiming to grow share of... ...while delivering legendary service, meeting quarterly and...
- Cathay Bank is seeking a Teller to handle transactions, cross-sell bank products, and resolve customer service issues in New York. You will open accounts, refer customers to other areas, and follow bank regulations to minimize risk. The role requires a college degree in...
- BNY in Berkeley Heights, NJ, seeks a Senior Specialist, Client Coverage within Wealth Management. You will oversee a portfolio of client relationships, focus on service and revenue growth, and coordinate tailored solutions across planning, banking, and fiduciary services...Work at officeLocal area
$68k - $80k
...Client Finance Associate SKDK, an award-winning public affairs... ...client accounts. Your primary focus is to support the finance... .... Partner with the Shared Financial Team to oversee and track project... ...the activities of Shared Services team members within the AP, AR...Work at officeFlexible hours- BMO Capital Markets in New York is seeking an Associate for their Financial Institutions Group. The role involves client management, financial modeling, and working on deal teams to deliver innovative solutions. The ideal candidate has 4-6 years of investment banking experience...
- Citi in San Rafael, California, is seeking an entry-level Personal Banker under the SAFE Act. The role supports sales, products, and services in coordination with the customer service team to foster customer relationships and build loyalty. As part of Citi's Consumer...
- Bank of America in New York City seeks a client-focused teller to engage clients in the lobby, educate about self-service options, and process cash transactions accurately... ...client needs to connect them with suitable financial solutions. The position requires bilingual...Work at office
- Valley Bank is seeking a customer-focused professional to grow existing client relationships and acquire new ones through proactive sales and cross-selling. You will deliver outstanding service, educate customers on banking products, and promote online and mobile banking...
- JPMorgan Chase in New York seeks a Private Client Banker to manage a select group of... ...connect clients to expertise, promote self-service access, and ensure compliance with Dodd-Frank... ...communication and a long-term client focus are essential. #J-18808-Ljbffr J.P. Morgan
- ...a Relationship Banker who builds lasting client relationships, identifies needs, and offers... ...will promote digital tools, cross-sell services, and collaborate with teammates to meet branch... ..., sales ability, and a customer-focused mindset. #J-18808-Ljbffr Banco Santander...
- JPMorganChase is looking for a Private Client Banker in New York who will... ..., providing tailored financial advice, and ensuring compliance... ...candidate will have a strong focus on client acquisition and... ...demonstrate experience in financial services and must comply with Dodd...
- A leading financial institution in New York is seeking a motivated individual to engage clients and assist with transactions in a dynamic environment. Responsibilities include... ...have strong communication skills and a focus on client interests. The role offers competitive...Hourly pay
$61.28k - $85.52k
...Act for the Manhattan Area to assist in execution of sales and customer service activities. This entry-level role focuses on fostering customer relationships, increasing sales to individual clients, and providing excellent service through inbound and outbound calls. Ideal...- Bank of America is hiring for a branch-based role focused on engaging clients in the lobby and educating them on self-service options such as mobile, online, and ATM transactions. The role requires strong relationship-building skills and the ability to handle cash and client...
- A leading financial services firm is seeking a Relationship Banker in New York. This role focuses on creating client relationships through exemplary service and innovative banking solutions. Candidates must have sales experience and excellent communication skills, coupled...
- ...entry-level Personal Banker SAFE Act who helps execute sales and service activities with the customer service team. The role focuses on building relationships with individual consumers and growing loyal client bases while supporting branch operations. Responsibilities...
$131.91k - $224.14k
...recognized, award-winning financial institution that has... ...innovative financial services and guidance to the... ...’s most sophisticated clients using leading technology... ...team lead for financial advisor marketing, providing... ...impact from initiatives by focusing on lead generation,...Work at officeRemote workHome office
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