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
- Kappaalphapsi1911 is seeking a Financial Consultant in Greenville, Delaware, to engage clients face-to-face and provide personalized financial planning. The role... ...FINRA Series 7 & 66 licenses, a strong customer-focused attitude, and a proven ability to develop client...Suggested
- Chris Baily is seeking a Wealth Advisor to manage client relationships, deliver financial planning, and provide investment guidance. The role involves collaborating... ...clients with complex financial decisions while focusing on their long-term goals. Ideal candidates will...SuggestedWork at office
- 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
- TD is seeking a Financial Advisor in Brooklyn, New York, to provide financial planning guidance and sell investment management solutions. This role focuses on serving TD Wealth clients by understanding their unique financial needs and goals. The ideal candidate has a bachelor...Suggested
- ...Banker SAFE Act in New York. This entry-level role focuses on enhancing customer loyalty and assisting with sales and service activities. You'll work on business credit requests, build referral opportunities, and deepen client relationships through effective service. Ideal...Suggested
$20 - $24.98 per hour
...Brooklyn location in New York. This entry-level position focuses on providing exceptional customer service while assisting with day-to-day banking transactions. Responsibilities include managing cash, addressing client needs, and educating clients on available services. A...Hourly payPart time$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...Work experience placement- Soteria Reinsurance Ltd. in Greenville, DE is looking for a Financial Consultant to work with clients and offer personalized financial planning. You will provide comprehensive investment solutions and retirement plans while engaging in meaningful interactions with clients...
- A financial services company is seeking a Virtual Financial Advisor to provide clients with personalized financial guidance. In this remote role, you will engage clients through virtual meetings, leveraging your strong interpersonal skills and sales experience. You'll...Remote job
$21 - $25 per hour
Kearny Bank in North Bergen, NJ is looking for a part-time Personal Banker responsible for delivering exceptional service to clients. You will manage client experiences, execute transactions, and identify opportunities for client growth. The ideal candidate will have cash...Hourly payFull timePart timeWork at office$65k - $80k
Bank of America in Oklahoma seeks a Financial Advisor to assist clients in planning their short and long-term financial goals. This role requires holding... ...one year of experience in the investments and financial service industries. Key responsibilities include recommending...Temporary work- ...Houston, TX. This full-time position involves supporting financial operations, contributing to client service, and conducting administrative duties. Candidates... .... The role emphasizes a proactive mindset and a focus on accuracy across various tasks, from billing to event...Full time
- Citigroup Inc. is looking for a customer service representative in New York, NY to act as the first point of contact for clients, managing banking transactions and ensuring client satisfaction. Responsibilities include cash handling, educating clients on available services...
- Flagstar Bank in New York is looking for a Teller who provides excellent service by processing routine financial transactions. Key responsibilities include greeting clients, handling deposits and withdrawals, and maintaining cash supply accurately. The ideal candidate will...
$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...
- ...applications, ensuring compliance, and providing exceptional customer service. The ideal candidate will have a high school diploma or GED,... ...reputation as a trusted bank while working in a supportive environment focused on accuracy and efficiency. #J-18808-Ljbffr Fm Bank
- Goldman Sachs is seeking a client-facing role in their Latam Structuring desk located in New York City. The team focuses on designing and executing innovative solutions for clients... ...a fast-paced environment and help drive financial innovation. #J-18808-Ljbffr Goldman...
- 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...
$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
$85k - $145k
Mercer Advisors is seeking a Wealth Path Wealth Advisor in New York to support client-focused financial services for 150-250 clients. The role requires significant experience in financial planning, an ability to manage client relationships, and a collaborative approach...- 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...
- Chris Baily is looking for a Sr. Manager, Wealth Advisor to manage client relationships and deliver tailored investment guidance. This role focuses on comprehensive financial planning and collaboration with an advisory team for client success. The ideal candidate will have...
- ...Talent is looking for a CFP Wealth Advisor in Suffolk County, NY, to join... ...step into an established group of client relationships, providing personalized financial planning and advice to high-net-worth... ...clients, while enjoying a strong focus on relationship management. This...
- Waverly Advisors, LLC is looking for a Wealth Advisor to provide... ...to high-net-worth clients. The ideal candidate will... ...relationships and offer sound financial planning advice while... ...development initiatives. With a focus on extraordinary client service, the successful candidate...
- ...Wealth and Intermediary Client Marketing page is... ...recognized, award-winning financial institution that has... ...innovative financial services and guidance to the world... ...with financial advisors and greater awareness... ...impact from initiatives by focusing on lead generation, pipeline...Work at officeWork from homeHome office
- JPMorgan Chase & Co. is seeking a Private Client Banker in New York to manage banking relationships for affluent clients. This role focuses on providing tailored financial advice, acquiring new clients, and ensuring compliance with regulatory requirements. The ideal candidate...Afternoon shift
- Koitecc Solutions is hiring an Associate Relationship Banker in Delaware to provide exceptional service and build strong client relationships. This role focuses on using financial knowledge to assist clients effectively and requires a minimum of one year of sales...
- ...seeking an Associate Relationship Banker in Kentucky to deliver exceptional client service in a branch setting. This role focuses on nurturing client relationships and providing tailored financial solutions while effectively leveraging technology. Ideal candidates will...
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