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
- Bank of America is seeking a Financial Solutions Advisor Stage I in New York to help clients achieve their financial goals through personalized advice and solutions... ...communication and client management skills, with a focus on achieving results. This position entails a 40-...SuggestedRotating shift
$30 - $39 per hour
...full-cycle accounting experience. They will provide exceptional service to clients, manage communication, and help improve processes.... ...and performance-based bonuses are offered, along with a strong focus on career growth and mentoring within a team-oriented environment...SuggestedRemote work- 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
- A leading financial services firm in New York seeks a Financial Professional to create and manage client relationships, develop individual financial... ...a supportive work culture focused on client wellness and... ...aspiring wealth managers. #J-18808-Ljbffr Equitable AdvisorsSuggestedWork at officeFlexible hours
- A financial advisory firm in New York is seeking a Servicing Financial Advisor to provide personalized financial guidance to clients. This role involves creating tailored financial plans, building... ...and a supportive, client-focused culture with no need for prospecting...Suggested
- Bank of America is looking for a Financial Solutions Advisor Stage I in New York, NY. This role involves obtaining securities licenses, building client relationships, and providing financial guidance. Candidates should demonstrate the ability to cultivate relationships...
- ...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 work
$41.6k - $51.96k
...for an entry-level Teller in New York, NY, responsible for client-facing services and conducting banking transactions. The ideal candidate will... ...supplies, and identify product referral opportunities. With a focus on team collaboration, the role requires previous customer...- Downtown Boulder Partnership is looking for a financial advisor in New Jersey to engage with customers in our Investor Center, offering personalized investment guidance and planning. You will help clients achieve their retirement goals and provide comprehensive investment...
$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- TD is seeking a Financial Advisor in Bear, Delaware. This role involves providing tailored financial... ...and investment management solutions to clients. Responsibilities include managing client relationships, ensuring exceptional service, and achieving sales goals within a...
$78.52k - $117.52k
TD is seeking a Financial Advisor in Richmond Hill, New York, to guide clients in financial planning and investment management. This role includes providing personalized services tailored to the diverse needs of clients while achieving sales goals. Candidates should have...- Citizens Financial Group is seeking a Wealth Advisor in New York, NY, to help clients achieve their financial goals by developing personalized wealth management strategies. This role involves collaboration with business partners, enhancing client relationships, and proactive...Flexible hours
- ...promote essential insurance products while providing exceptional customer service. You'll engage with clients to understand their needs and guide them through their insurance options. With a focus on growth and development, you'll enjoy benefits like salary plus...
- ...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
$41.6k - $51.96k
Citi is seeking a full-time Teller in New York to provide exceptional customer service to clients. The role involves managing banking transactions, identifying referral opportunities, and educating clients on services. Required qualifications include a high school diploma...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...
$83.5k - $111.3k
Edelman Financial Engines is seeking an Associate Financial Planner for their New York office. This position focuses on performing financial analyses for clients, preparing presentations, and conducting assessments... ...in the financial services industry, a FINRA Series 6...Work at office- 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
$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...$85k - $145k
Mercer Advisors in Oklahoma is seeking a Wealth Advisor to deepen client relationships and grow their practice through referrals. The ideal candidate... ...designation, and advanced knowledge of financial planning. This role focuses on client retention and communication of...- A leading financial services firm in Brooklyn seeks a Private Client Advisor in Chase Wealth Management. Your role involves offering comprehensive financial planning... ...to client education. Join a diverse team focused on helping clients manage their financial needs...
- TD is hiring a Financial Advisor Associate in New York, NY. This role focuses on managing client relationships and providing tailored financial advice to meet clients' wealth... ...a Bachelor's degree and relevant financial services experience, alongside SIE & Series 7...
$70k
A leading global financial services company seeks a Wealth Relationship Advisor in New York, NY. This role focuses on building and deepening client relationships to increase bank and brokerage assets. Candidates should have 5-8 years of experience in financial services...Full time- Kestra Financial is seeking a Financial Advisor in New York, NY. The role involves identifying clients' financial goals, developing investment strategies, and delivering exceptional... ...a supportive, collaborative environment focused on professional growth. #J-18808-Ljbffr...
$70k
...A financial services firm is looking for an entry-level financial advisor to assist clients in achieving their financial goals. The ideal candidate should possess excellent communication and math skills, a Bachelor's degree in finance or a related field, and a basic understanding...- ...Chase & Co. is seeking a Private Client Banker in Ridgewood, New York. The role focuses on managing relationships with... ...helping them with tailored banking services. Candidates should have at least... ...help clients succeed in their financial journeys. #J-18808-Ljbffr JPMorgan...Flexible hours
- ...involves building and managing client relationships, offering... ...providing exceptional customer service. Candidates should have at least... ...in Retail Banking or Financial Services and excellent communication... ...Responsibilities include delivering client-focused service, conducting...
- A leading financial services firm is seeking a Relationship Banker in Brooklyn, NY. The role involves building relationships with customers, managing their accounts, and delivering exceptional service. Candidates should have at least one year of retail banking experience...
- JPMorganChase is looking for a Client Specialist in New York to provide exceptional service and manage client relationships in Retail Banking. You'll be responsible... .... We promote a diverse work environment, focusing on creating memorable client experiences. #J-1880...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-Focused Financial Services Advisor. Be the first to apply!
- customer service representative csr New York, NY
- customer retention representative New York, NY
- service representative New York, NY
- client retention specialist New York, NY
- bilingual customer support specialist New York, NY
- customer service associate remote New York, NY
- customer service representative ii New York, NY
- international customer service representative New York, NY
- employee relations assistant New York, NY
- full time customer service representative work from home New York, NY

