Growth-Driven Personal Banker & Solutions Advisor
Valley Bank
Valley Bank is seeking a Banking Service Professional, Personal Banker, to provide sales and service support at the branch. You will educate clients, analyze financial needs, and cross-sell bank products while handling teller transactions and cash management. Open new accounts, discuss loans, and promote online/mobile banking while ensuring compliance and quality service. CRA participation and community engagement are encouraged as part of the role. #J-18808-Ljbffr Valley Bank
$90k
...Group as a Financial Advisor, and be part of a team... ...excellence. Our mission-driven approach, "Do good. Be... ...clients in developing personalized financial plans that... ...innovative financial solutions that meet the evolving... ...identify opportunities for growth and improvement....Suggested- ...and educate on self-service options. You will build relationships, handle cash, and connect clients to the bank's broad range of solutions. The role requires strong communication, teamwork, and the ability to work weekends. A High School Diploma is the minimum, and bilingual...SuggestedWeekend work
$142.1k - $236.8k
...Consults and coordinates on the delivery of solutions for a comprehensive wealth management... ...Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current... ...position has a direct impact on revenue growth of the Wealth Advisory business and fee...SuggestedFull timeTemporary workWork experience placement- ...Fargo is seeking an Associate Personal Banker (SAFE) to join our National... ...experience. Success is driven by strong relationship building... ...ability to balance service with growth.As a member of a leading... ...identifying opportunities, promoting solutions, and making appropriate...SuggestedWork experience placementFlexible hours
$142.1k - $236.8k
...Consults and coordinates on the delivery of solutions for a comprehensive wealth management... ...Managers, Custom Credit, Investment Advisors, and Trust Officers to assess the client... ...position has a direct impact on revenue growth of the Wealth Advisory business and fee...SuggestedTemporary workWork experience placementLocal area$80k - $150k
...experienced financial advisor to assist clients in designing... ...a financial planner, personal financial advisor,... ...and financial solutions. As a mutual company,... ...communities. If you're driven, entrepreneurial, and... ...flexibility, and unlimited growth potential. #J-18808-Ljbffr...$85k - $132k
...Description Financial Advisor / Financial... ...business owners create personalized financial strategies designed... ...potential. If you're driven, coachable, and enjoy... ...professional, and financial growth. Please Note:... ...insurance and financial solutions. Our financial...Flexible hours- ...Role Specifics As a Merrill Advisor Development Program - Financial... ...and promote portfolio growth. The Merrill Advisor Development... ...executing highly customized solutions to meet client needs Recommending... ...compliance, and personal growth and development according...Interim roleLocal areaImmediate startShift workDay shift
$28.85 per hour
...Member Value Personal Banker - Ronkonkoma Job Category : RETAIL BANKING Requisition Number :... ...proactive activities to assist in the growth of membership and balances with both loans... ...with assigned FourLeaf Financial Group Advisor to set appointments for members to assist...Hourly payFull timeWork at officeFlexible hoursNight shift- ...Financial Advisor Join us at Eastern Advisory Group, where you'll play a crucial role... ...difference in your clients' lives by offering personalized financial advice and strategic planning. We believe in nurturing your career growth in a supportive, collaborative setting....
$75.9k - $126.5k
...Financial Advisor - Long Island Join Wilmington Advisors @M&T in our Long Island market. We're seeking an experienced Financial... ...business, and delivering sophisticated investment and wealth planning solutions to affluent and high-net-worth clients. What You’ll Do:...Work experience placement- ...mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth. Effectively prioritize... ...executing highly customized solutions to meet client needs. Recommend... ...administrative compliance, and personal growth and development according...
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a... ...Trust Services • Retirement Solutions • Business Needs Analysis Northwestern... ...—including investments for growth, insurance for protection,... ...client experience Build personalized, holistic financial plans tailored...Work at office$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...Trust Services · Retirement Solutions · Business Needs Analysis... ...plans—including investments for growth, insurance for protection, and... ...great client experience Build personalized, holistic financial plans...Full timeContract workFor contractorsWork at office$23 - $31 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate... ...customer experience. Success is driven by strong relationship... ...ability to balance service with growth. In this role you will:... ...banking products, services, and solutions Drive branch growth by...Work experience placementFlexible hours- ...clients and 20,000 financial advisors across the U.S. and Canada, we... ....Demand for human-delivered, personalized financial advice has never... ...in short supply. If you're a driven professional ready to build something... ...-wide support and long-term growth potential. As an associate...Temporary workFlexible hours
- Citigroup Inc. in Brentwood, NY is seeking an entry-level Personal Banker to assist in executing sales and service activities with the customer service team. The role aims to foster customer relationships, loyalty, and increased sales of consumer banking products. Responsibilities...
- ...lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients,... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$66.56k - $99.32k
TD Bank is seeking a Financial Advisor Associate in Medford, NY to develop and manage client relationships. Responsibilities include advising clients on investment strategies and financial goals while ensuring compliance with regulations. The ideal candidate will possess...Full time- ...Senior Financial Services Representative to engage members in person and virtually and to grow a productive book of business across... ...build lasting relationships, assess financial needs, and tailor solutions while working to manage risk and ensure policy compliance. A notary...
- ...opportunities to all colleagues. Growth opportunities and skill... ...this role.Line of Business: Personal & Commercial BankingJob Description... ...TD's human, relationship driven banking experience to life by... ...goals by delivering personalized solutions that support overall...Work at office
- ...Relationship Banker - Copiague and Hauppauge, NY Area *Bilingual Spanish required Copiague... .... We do this by driving Responsible Growth and delivering for our clients, teammates... ...life priorities and connecting clients to solutions that meet the financial goals. Responsibilities...Work at officeFlexible hoursShift workWeekend workDay shift
- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable... ...or company you sell The look and feel of an independent advisor—with the benefits of being an employee Three retirement...
- ...Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and... ...Provide retirement planning, investment, and wealth management solutions tailored to client needs. Educate clients on retirement readiness...
$55k - $130k
...professionals and high-performing practices ready to scale-not settle. We deliver a distinctive experience that blends growth opportunity with deep support-helping advisors build meaningful businesses while making a lasting impact on the clients and communities they serve. Our...Flexible hours- ...Bank, we believe in people's growth potential. We invest in it.... ...the US. At Valley, we're all driven by an ambition that goes... ...Banking Service Professional, the Personal Banker will provide effective... ...Provides a variety of banking solutions by analyzing needs, recommending...Work at office
$100k
...Advisory Group as an entry-level financial advisor and be part of a team that empowers... ...Fortune 500 national presence. Our mission-driven ethos, "Do good. Be good. Make good,"... ...members to deliver comprehensive financial solutions that align with our mission. Stay...Permanent employmentFlexible hours- ...Services Representative in New York. You will engage members in person and virtually, manage a book of business, and support consumer,... .... You will build strong member relationships, cross-sell solutions, and relate financial needs to tailored products while adhering...
- TD Wealth is seeking a Financial Advisor in Medford, NY, for a three-year program with a forgivable draw. You will provide financial planning guidance and investment solutions, review client goals, and manage relationships to grow share of wallet. The role requires a strong...
$50k - $125k
...Job Description Financial Advisor (Wealth Management) $50,000 -... ...conflict-free environment where your growth is directly tied to your... ...coachable, and possess a performance driven mentality. You have a... ...Relocate before starting work (Preferred) Work Location: In person...Relocation
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