Financial Solutions Advisor - Wealth & Banking
Bank of America ATM
Bank of America in Louisville, Kentucky is seeking a financial advisor responsible for providing tailored advice and solutions to clients. The role involves triaging client leads and making referrals to business partners. Ideal candidates must have a High School Diploma, aptitude for obtaining industry licenses, and experience in cultivating client relationships. The position requires strong communication skills and a results-driven mindset. Work schedule is Monday through Friday with rotating Saturdays. #J-18808-Ljbffr Bank of America
- ...company’s success. Job Description Financial Advisors work within a highly collaborative circuit of bank branches and manage an... ...clients in creating personalized solutions. The comprehensive, holistic... ...Financial Advisor within PNC Wealth Management, you will be based...SuggestedWork experience placement
- Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving... ...providing comprehensive advice and customized solutions to clients to help them achieve their financial...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
- ...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals....SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
- Joining our Financial Services Consulting practice is an opportunity to help make the world... ...regulatory changes and develop solutions to address them. Identify and evaluate... ...Knowledge and Skills Strong knowledge of U.S. banking laws and regulations, specifically consumer...SuggestedRemote work
- JPMorgan Chase is seeking a Private Client Advisor to join our team in Louisville,... ...role involves providing comprehensive financial planning and investment solutions, building relationships with clients, and educating them on banking technology. The ideal candidate has...Suggested
- ...High Net Worth Wealth Advisor Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are... ...business designed for clients with diverse and complex financial priorities; those with a need for robust planning, asset...
- Job Description Merrill Wealth Management is a leading provider... ...advice and guidance. Merrill's Financial Advisors and Wealth Management Client... ...of Merrill coupled with the banking convenience of Bank of... ...executing highly customized solutions to meet client needs Recommending...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...contribute to the company’s success. As a Wealth Advisor within PNC Wealth Management, you... ...with you to develop customized financial solutions that reflect each client’s unique needs... ...Analysis Financial Modeling Investment Banking Public Speaking Relationship...Full timeTemporary workPart timeWork experience placementWork at office
- One of the largest and oldest financial institutions in The Ohio... ...has an opening for a Private Wealth Advisor (PWA) . This is an exclusive... ...estate planning, investments, banking, credit, real estate,... ...to offer holistic financial solutions. Identify new business opportunities...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
- A leading financial institution is seeking a Wealth Management Advisor in Louisville, Kentucky. The role involves advising clients... ...provide comprehensive financial solutions. Candidates should possess a... ...and comprehensive benefits. #J-18808-Ljbffr Fifth Third Bank, N.A.
- A leading financial services company in Louisville is seeking a dedicated customer-focused individual to drive client loyalty and proactive... .... The ideal candidate has at least 3 years of experience in banking or customer service and a strong understanding of banking products...
- A leading financial institution in Louisville is seeking a motivated individual for a client engagement role. This position involves educating clients about banking transactions and ensuring efficient service. Candidates must possess strong communication skills, adaptability...Flexible hours
- ...building efforts of a full service banking center. The Licensed Personal... ...to effectively assess the financial needs of Banking Center... ...deposits, WesBanco Securities, Inc. solutions, partner referrals and... ...WesBanco Securities, Inc. and Wealth Management. Other Requirements...Flexible hours
- ...Banker In The U.S. Private Bank We are actively... ...and managing their wealth. You will use your knowledge... ...of investments, financial planning, credit and banking... ...developing thoughtful solutions and delivering an... ...provides individuals, advisors and institutions with...Temporary workWork experience placementLocal area
- Fifth Third is seeking a Wealth Management Advisor in Louisville, KY to serve as a trusted advisor for Private Bank clients. The role involves managing client relationships, identifying... .... A Bachelor's degree and 5-7 years of financial services sales experience are required....
- A leading financial services company seeks a Financial Advisor to drive client relationships and ensure comprehensive financial solutions. Candidates should possess a Series 7 & 66 license, exhibit... ...diversity and empowers personal growth. #J-18808-Ljbffr Bank of America
- Transform Lives as a Financial Advisor at Northwestern Mutual Louisville! Are you ready to embark on a career that changes lives—yours included... ...financial services, business development, hospitality, banking, sales, marketing, management, education, athletics, legal, communications...Visa sponsorship
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...Trust Services · Retirement Solutions · Business Needs Analysis... ..., and Northwestern Mutual Wealth Management Company (NMWMC) (... ...), a federal savings bank. NM and its subsidiaries are...Full timeContract workFor contractorsWork at office- ...Bancorp, Inc., parent company of Stock Yards Bank & Trust Company, with offices in... ...and prospects to uncover needs and offer solutions Assist with beginning, end of day and... ...computer screens, printed documents, and financial data Occasional standing, walking, bending...Temporary workWork at officeFlexible hours
- ...NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with offices in... ...and prospects to uncover needs and offer solutions Assist with beginning, end of day and... ...computer screens, printed documents, and financial data Occasional standing, walking, bending...Part timeWork at officeMonday to Friday
- At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth... ...and life priorities and connecting clients to solutions that meet the financial goals....Work at officeShift workWeekend workDay shift
- Fifth Third Bank, N.A. is seeking a Personal Banker Associate I in Louisville, Kentucky. This role is designed to prepare selected... .... Responsibilities include identifying and addressing customer financial needs through a consultative sales process, managing customer relationships...
- ...a Relationship Banker in Branch Banking, you will take a lead role in delivering... ...with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial... ...with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship...Immediate startAfternoon shift
- ...apply)job requisition id: R67595**Make banking a Fifth Third better(R)**GENERAL FUNCTION... ...Ability to work collaboratively in different financial centers.ESSENTIAL DUTIES AND... ...follow up to customer questions and find solutions to address issues• Be responsive and timely...Full timeWork at office
- ...Community Credit Union in Louisville, Kentucky, seeks a Financial Relationship Advisor I to support members by addressing their financial needs... ...building strong relationships with clients while assisting with banking operations such as transactions and lending services....
- ...identifying opportunities to improve a customer's financial well‑being and create loyalty while... ...'s share of wallet. Positions PNC solutions to drive new revenue and customer loyalty... ...requirements. Preferred Skills Accountability Banking Client Loyalty Customer Experience (CX...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$20 - $23 per hour
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...and services, and recommending solutions based on each customer’s unique goals...Temporary work- ...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best.... ...businesses we serve to make better and smarter financial decisions and enabling the communities... ...products and services, and recommending solutions based on each customer's unique goals...
$20 - $23 per hour
...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best.... ...businesses we serve to make better and smarter financial decisions and enabling the communities... ...products and services, and recommending solutions based on each customer's unique goals...Temporary work- ...than a technology company, we're a force for good in financial services. We're redefining how community banks and credit unions connect with the people they... ...human centered experiences. We deliver cutting-edge solutions that are paving the way for the next generation of...H1bWork at officeLocal areaRemote work
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